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Portfolio (Quarterly) Guide ↗

Owl Creek Wealth Partners LLC

· CIK 0002133805
13F Portfolio $281M AUM 1,239 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 1239 New
Page 44 of 62  ·  1,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 MBIN MERCHANTS BANCORP IND Financial Services 180.0 $8K 0.00% NEW $42.91 +9.5%
862 RH RH Consumer Cyclical 55.0 $8K 0.00% NEW $139.84 +1.5%
863 COLB COLUMBIA BKG SYS INC Financial Services 280.0 $8K 0.00% NEW $27.43 +8.6%
864 LULU LULULEMON ATHLETICA INC Consumer Cyclical 50.0 $8K 0.00% NEW $153.10 -14.0%
865 SM SM ENERGY COMPANY Energy 245.0 $8K 0.00% NEW $31.18 -0.6%
866 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 135.0 $8K 0.00% NEW $56.50 -6.7%
867 RITM RITHM CAPITAL CORP Real Estate 800.0 $8K 0.00% NEW $9.48 -2.0%
868 BOX BOX INC Technology 320.0 $8K 0.00% NEW $23.64 +3.8%
869 AIP ARTERIS INC Technology 460.0 $8K 0.00% NEW $16.44 +127.5%
870 BSY BENTLEY SYS INC Technology 215.0 $8K 0.00% NEW $35.12 -8.0%
871 LAD LITHIA MTRS INC Consumer Cyclical 30.0 $7K 0.00% NEW $249.73 +17.1%
872 QIAGEN NV 186.0 $7K 0.00% NEW $40.04
873 UNFI UNITED NAT FOODS INC Consumer Defensive 165.0 $7K 0.00% NEW $45.06 +14.2%
874 MTH MERITAGE HOMES CORP Consumer Cyclical 120.0 $7K 0.00% NEW $61.84 +7.2%
875 M MACYS INC Consumer Cyclical 410.0 $7K 0.00% NEW $18.09 +18.3%
876 CNOB CONNECTONE BANCORP INC Financial Services 275.0 $7K 0.00% NEW $26.77 +11.5%
877 HOLOGIC INC 97.0 $7K 0.00% NEW $75.60
878 GLOBUS MED INC 85.0 $7K 0.00% NEW $86.16
879 ONB OLD NATL BANCORP IND Financial Services 330.0 $7K 0.00% NEW $22.10 +9.7%
880 ENOV ENOVIS CORPORATION Industrials 320.0 $7K 0.00% NEW $22.75 +0.4%
Page 44 of 62  ·  1,239 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 29.8%
Financial Services 18.4%
Consumer Cyclical 9.7%
Healthcare 9.4%
Communication Services 9.3%
Industrials 7.9%
Consumer Defensive 4.5%
Energy 4.5%
Utilities 2.4%
Basic Materials 2.3%