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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 61 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 GPN GLOBAL PMTS INC Industrials 15.0 $1K -185.0 -92.5% $72.60 +25.4%
1202 AMCOR PLC 25.0 $1K -24.0 -49.0% $43.36
1203 KROS KEROS THERAPEUTICS INC Healthcare 100.0 $1K $10.70 +3.6%
1204 VIKING HOLDINGS LTD 10.0 $1K NEW $104.70
1205 PVH PVH CORPORATION Consumer Cyclical 14.0 $1K $74.29 -0.2%
1206 KN KNOWLES CORP Technology 25.0 $1K NEW $41.48 -17.6%
1207 FAF FIRST AMERN FINL CORP Financial Services 15.0 $1K $68.60 +7.8%
1208 MILLROSE PPTYS INC 34.0 $1K $30.06
1209 TREX TREX INC Industrials 20.0 $1K NEW $50.05 -8.9%
1210 ATI ATI INC Industrials 5.0 $986.0 NEW $197.20 +3.5%
1211 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 105.0 $986.0 $9.39 +23.0%
1212 OGE OGE ENERGY CORP Utilities 20.0 $974.0 $48.70 -6.3%
1213 H HYATT HOTELS CORP Consumer Cyclical 5.0 $970.0 $194.00 -13.9%
1214 RXO RXO INC Industrials 35.0 $966.0 NEW $27.60 -23.0%
1215 SFIX STITCH FIX INC Consumer Cyclical 234.0 $962.0 $4.11 -22.9%
1216 CHRS COHERUS ONCOLOGY INC Healthcare 684.0 $958.0 $1.40 -3.6%
1217 QXO QXO INC Industrials 55.0 $951.0 NEW $17.29 -23.2%
1218 HST HOST HOTELS & RESORTS INC Real Estate 40.0 $949.0 NEW $23.73 -7.6%
1219 TTMI TTM TECHNOLOGIES INC Technology 5.0 $936.0 NEW $187.20 -36.5%
1220 ASB ASSOCIATED BANC-CORP Financial Services 30.0 $924.0 NEW $30.80 -0.6%
Page 61 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%