Fund Universe

Owl Creek Asset Management, L.P.

CIK 0001313756 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.470
AUM ($M)
1,128
Positions
31
Turnover
0.32
Top-10 wt
81%
Herfindahl
0.262
History (qtrs)
6
Excess Return
-22.1%

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Quarter
Activity this period
Security type

Holdings · 38 positions · portfolio value $1,128M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
ATEX funds › ANTERIX INC HOLD 49.4% +9.5% 557.1 5,411,776 +0 5
RJET funds › REPUBLIC AWYS HLDGS INC ADD 8.0% -6.6% 89.9 4,278,689 +47,443 3 -49.1%
PCG funds › PG&E CORP ADD 7.0% -2.4% 79.5 4,726,388 +1,941,951 5
FTAI funds › FTAI AVIATION LTD TRIM 3.1% -6.7% 34.5 127,453 -77,917 5
APP funds › APPLOVIN CORP ADD 2.5% +1.8% 28.0 54,304 +45,793 3 -76.1%
ALK funds › ALASKA AIR GROUP INC ADD 2.2% +1.1% 25.2 482,112 +324,956 2 -67.4%
ARES funds › ARES MANAGEMENT CORPORATION NEW 2.2% +2.2% 24.5 220,118 +220,118 1 +71.7%
DASH funds › DOORDASH INC NEW 2.1% +2.1% 24.0 130,176 +130,176 1 +206.6% re-entry
VST funds › VISTRA CORP ADD 2.1% +0.3% 23.8 149,799 +86,021 5 -29.2%
RCL funds › ROYAL CARIBBEAN GROUP NEW 2.0% +2.0% 22.2 69,856 +69,856 1 +99.2%
TLN funds › TALEN ENERGY CORP TRIM 1.9% -2.1% 21.2 55,150 -8,893 5 +11.8%
UBER funds › UBER TECHNOLOGIES INC NEW 1.7% +1.7% 19.7 272,488 +272,488 1 -19.4% re-entry
UAL funds › UNITED AIRLS HLDGS INC NEW 1.7% +1.7% 18.7 137,695 +137,695 1 +227.9% re-entry
SKYW funds › SKYWEST INC TRIM 1.6% -4.2% 18.3 183,793 -142,539 5 -21.5%
AIV funds › APARTMENT INVT & MGMT CO ADD 1.6% -0.8% 17.6 5,927,644 +2,904,444 2 -57.2%
CCL funds › CARNIVAL CORP LTD NEW 1.4% +1.4% 16.3 569,159 +569,159 1 +44.7%
RKT funds › ROCKET COS INC NEW 1.4% +1.4% 16.1 1,024,109 +1,024,109 1 +43.0% re-entry
FLEX funds › FLEX LTD NEW 1.3% +1.3% 14.7 90,918 +90,918 1 -35.2%
UWMC funds › UWM HOLDINGS CORPORATION NEW 1.0% +1.0% 11.2 4,911,463 +4,911,463 1 -114.6%
MLCO funds › MELCO RESORTS AND ENTMNT LTD NEW 0.8% +0.8% 9.1 1,722,262 +1,722,262 1 -18.9%
SE funds › SEA LTD NEW 0.8% +0.8% 8.9 93,152 +93,152 1 +257.7% re-entry
CYH funds › COMMUNITY HEALTH SYS INC NEW HOLD 0.7% -0.7% 8.5 2,530,622 +0 5
BWXT funds › BWX TECHNOLOGIES INC TRIM 0.7% -0.9% 7.5 38,391 -952 4 -21.7%
MSFT funds › MICROSOFT CORP NEW 0.6% +0.6% 7.0 18,647 +18,647 1 +69.1% re-entry
META funds › META PLATFORMS INC NEW 0.6% +0.6% 6.9 12,248 +12,248 1 -37.7% re-entry
NN funds › NEXTNAV INC NEW 0.5% +0.5% 6.1 341,803 +341,803 1 -53.0%
Z funds › ZILLOW GROUP INC NEW 0.4% +0.4% 4.0 126,293 +126,293 1 -48.4%
GEV funds › GE VERNOVA INC NEW 0.3% +0.3% 3.0 2,565 +2,565 1 -1.4% re-entry
BWA funds › BORGWARNER INC NEW 0.2% +0.2% 2.2 33,648 +33,648 1 +31.8%
DHR funds › DANAHER CORP DEL TRIM 0.1% -1.1% 1.4 7,138 -27,515 3 -34.7%
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.1% -1.1% 1.1 2,354 -10,324 2 -8.1%
GE funds › GE AEROSPACE EXIT 0.0% -0.6% 0.0 0 -11,342 0 -80.7%
NVDA funds › NVIDIA CORPORATION EXIT 0.0% -0.7% 0.0 0 -20,977 0 +17.5%
CUSIP:09174P303 funds › BITCOIN DEPOT INC EXIT 0.0% -0.2% 0.0 0 -502,014 0
HWM funds › HOWMET AEROSPACE INC EXIT 0.0% -0.3% 0.0 0 -6,790 0 -31.6%
ISRG funds › INTUITIVE SURGICAL INC EXIT 0.0% -1.5% 0.0 0 -17,069 0 -76.3%
INTU funds › INTUIT EXIT 0.0% -1.1% 0.0 0 -13,702 0 -9.2%
AMZN funds › AMAZON COM INC EXIT 0.0% -0.6% 0.0 0 -14,277 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,128 31 0.32 81% 0.262 0.469 in
2026Q1 518 21 0.46 91% 0.206 0.218 in
2025Q4 831 30 0.38 64% 0.061 0.154 in
2025Q3 881 33 0.44 61% 0.055 0.099 in
2025Q2 758 27 0.45 70% 0.073 0.131 entered
2025Q1 617 24 0.00 87% 0.150 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status