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Portfolio (Quarterly) Guide ↗

Owl Creek Wealth Partners LLC

· CIK 0002133805
13F Portfolio $342M AUM 1,289 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 125 New 509 Added 179 Reduced 74 Exited
Page 60 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ADNT ADIENT PLC Consumer Cyclical 80.0 $1K $18.39 +3.2%
1182 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 55.0 $1K $26.24 -8.6%
1183 CRBG COREBRIDGE FINL INC 50.0 $1K $28.64
1184 POWL POWELL INDS INC Industrials 5.0 $1K NEW $286.40 -37.2%
1185 AR ANTERO RESOURCES CORP Energy 40.0 $1K $35.15 +9.5%
1186 CHE CHEMED CORP NEW Healthcare 3.0 $1K NEW $466.00 +11.3%
1187 SCL STEPAN CO Basic Materials 25.0 $1K $55.72 +12.4%
1188 AMTM AMENTUM HOLDINGS INC Industrials 65.0 $1K $20.68 -3.3%
1189 ASC ARDMORE SHIPPING CORP Industrials 95.0 $1K $14.01 +24.1%
1190 BHF BRIGHTHOUSE FINL INC Financial Services 20.0 $1K $63.30 -16.2%
1191 ROL ROLLINS INC Consumer Cyclical 30.0 $1K -230.0 -88.5% $41.77 -13.6%
1192 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 70.0 $1K NEW $17.53 -5.2%
1193 EPAM EPAM SYS INC Technology 15.0 $1K -15.0 -50.0% $79.40 +48.4%
1194 VKTX VIKING THERAPEUTICS INC Healthcare 30.0 $1K $39.03 -16.0%
1195 EPR EPR PPTYS Real Estate 20.0 $1K $58.05 +1.1%
1196 CHRD CHORD ENERGY CORPORATION Energy 10.0 $1K $114.30 +28.7%
1197 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 10.0 $1K $112.80 +11.4%
1198 CRGY CRESCENT ENERGY COMPANY Energy 114.0 $1K $9.82 +39.3%
1199 TOST TOAST INC Technology 40.0 $1K -220.0 -84.6% $27.82 +22.5%
1200 RPM RPM INTL INC Basic Materials 10.0 $1K NEW $111.20 -6.4%
Page 60 of 65  ·  1,289 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.4%
Financial Services 17.7%
Consumer Cyclical 9.4%
Healthcare 9.2%
Industrials 8.0%
Communication Services 7.1%
Consumer Defensive 4.1%
Energy 2.8%
Utilities 2.3%
Basic Materials 2.0%