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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 59 of 62  ·  1,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 EXPO EXPONENT INC Industrials 15.0 $979.0 NEW $65.27 -11.9%
1162 PVH PVH CORPORATION Consumer Cyclical 14.0 $977.0 NEW $69.79 +35.3%
1163 VKTX VIKING THERAPEUTICS INC Healthcare 30.0 $977.0 NEW $32.57 -5.4%
1164 ANGLOGOLD ASHANTI PLC 10.0 $974.0 NEW $97.40
1165 ASGN ASGN INC Technology 25.0 $968.0 NEW $38.72 -49.6%
1166 OGE OGE ENERGY CORP Utilities 20.0 $960.0 NEW $48.00 +0.9%
1167 MILLROSE PPTYS INC 34.0 $952.0 NEW $28.00
1168 NTNX NUTANIX INC Technology 25.0 $951.0 NEW $38.04 +22.4%
1169 GLOB GLOBANT S A Technology 20.0 $923.0 NEW $46.15 -16.7%
1170 FAF FIRST AMERN FINL CORP Financial Services 15.0 $905.0 NEW $60.33 +13.0%
1171 BRKR BRUKER CORP Healthcare 25.0 $903.0 NEW $36.12 +29.9%
1172 DLB DOLBY LABORATORIES INC Technology 15.0 $901.0 NEW $60.07 -5.9%
1173 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 105.0 $888.0 NEW $8.46 +41.7%
1174 CELH CELSIUS HLDGS INC Consumer Defensive 25.0 $887.0 NEW $35.48 -16.4%
1175 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 45.0 $881.0 NEW $19.58 -13.2%
1176 LENNAR CORP 10.0 $842.0 NEW $84.20
1177 NYT NEW YORK TIMES CO MTN BE Communication Services 10.0 $838.0 NEW $83.80 -10.5%
1178 HPQ HP INC Technology 43.0 $827.0 NEW $19.23 +27.0%
1179 BRBR BELLRING BRANDS INC Consumer Defensive 50.0 $805.0 NEW $16.10 -46.6%
1180 SFIX STITCH FIX INC Consumer Cyclical 234.0 $775.0 NEW $3.31 +2.7%
Page 59 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%