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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 62 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 LENNAR CORP 10.0 $888.0 $88.80
1222 AUR AURORA INNOVATION INC Technology 130.0 $887.0 $6.82 -17.5%
1223 DXC DXC TECHNOLOGY CO Technology 100.0 $885.0 NEW $8.85 +27.7%
1224 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 25.0 $878.0 NEW $35.12 -0.8%
1225 RDDT REDDIT INC Communication Services 5.0 $868.0 NEW $173.60 -14.9%
1226 ATEC ALPHATEC HLDGS INC Healthcare 100.0 $865.0 $8.65 +8.3%
1227 NVT NVENT ELEC PLC Industrials 5.0 $849.0 NEW $169.80 -11.2%
1228 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 110.0 $840.0 NEW $7.64 -15.4%
1229 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 45.0 $827.0 $18.38 +26.0%
1230 FLO FLOWERS FOODS INC Consumer Defensive 100.0 $790.0 -1K -93.1% $7.90 -12.5%
1231 OWL BLUE OWL CAPITAL INC Financial Services 85.0 $744.0 -2K -96.2% $8.75 +39.8%
1232 CDE COEUR MNG INC Basic Materials 45.0 $735.0 NEW $16.33 +27.2%
1233 CELH CELSIUS HLDGS INC Consumer Defensive 25.0 $732.0 $29.28 +7.4%
1234 WLK WESTLAKE CORPORATION Basic Materials 10.0 $730.0 NEW $73.00 +2.8%
1235 TKR TIMKEN CO Industrials 5.0 $727.0 NEW $145.40 -17.2%
1236 NYT NEW YORK TIMES CO MTN BE Communication Services 10.0 $700.0 $70.00 -3.9%
1237 JKHY HENRY JACK & ASSOC INC Technology 5.0 $689.0 -35.0 -87.5% $137.80 +21.9%
1238 BWA BORGWARNER INC Consumer Cyclical 10.0 $664.0 NEW $66.40 -3.4%
1239 RMBS RAMBUS INC DEL Technology 5.0 $664.0 NEW $132.80 -34.7%
1240 ADT ADT INC DEL Industrials 95.0 $618.0 $6.51 +13.6%
Page 62 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%