Owl Creek Asset Management, L.P.

Fundamental concentrated ★Signal CIK 1313756
League rank
#8
in Fundamental concentrated · #9 overall
Long book
$517.5M
Q1 2026
Positions
21
Top-10 weight
91%
concentration
Last quarter
+74.5%
SPY +14.8%
Turnover
66%
of book per quarter

Strategy in plain words

auto-generated from filings

Owl Creek Asset Management, L.P. is a concentrated fundamental stock-picker, running a $517.5M US long book across 21 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ANTERIX INC, REPUBLIC AIRWAYS HOLDINGS IN, FTAI AVIATION LTD, P G & E CORP, SKYWEST INC.

Over the last 9 quarters its long book ran on average 4.9pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+8.6%
Q2 2024
+4.3%
Q3 2024
-7.0%
Q4 2024
+6.4%
Q1 2025
-9.6%
Q2 2025
+3.1%
Q3 2025
-1.4%
Q4 2025
+6.0%
Q1 2026
+74.5%

Sector allocation

Communications
42%
Industrials
25%
Utilities
16%
Services media
10%
Technology
4%
Healthcare
3%
Consumer discretionary
1%
Financials
0%

Long book by quarter

$704.7M
Q1 2024
$558.0M
Q2 2024
$684.5M
Q3 2024
$425.5M
Q4 2024
$613.5M
Q1 2025
$758.5M
Q2 2025
$880.7M
Q3 2025
$830.8M
Q4 2025
$517.5M
Q1 2026

What does Owl Creek own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ATEX ANTERIX INCCommunications5.4M$206.7M39.9%Held
RJET REPUBLIC AIRWAYS HOLDINGS INIndustrials4.2M$75.7M14.6%+2.9%
FTAI FTAI AVIATION LTDServices media205.4K$50.3M9.7%-23.5%
PCG P G & E CORPUtilities2.8M$48.9M9.5%-47.8%
SKYW SKYWEST INCIndustrials326.3K$30.0M5.8%+2.6%
TLN TALEN ENERGY CORPUtilities64.0K$20.4M4.0%-33.0%
VST VISTRA CORPUtilities63.8K$9.6M1.9%-58.4%
BWXT BWX TECHNOLOGIES INCIndustrials39.3K$8.0M1.6%-52.5%
ISRG INTUITIVE SURGICAL INCHealthcare17.1K$7.9M1.5%New
CYH COMMUNITY HEALTH SYSTEMS INCHealthcare2.5M$7.4M1.4%+65.4%
DHR DANAHER CORPTechnology34.7K$6.6M1.3%-45.4%
SPOT SPOTIFY TECHNOLOGY SACommunications12.7K$6.1M1.2%New
INTU INTUIT INCTechnology13.7K$5.9M1.1%New
ALK ALASKA AIR GROUP INCIndustrials157.2K$5.8M1.1%New
NVDA NVIDIA CORPTechnology21.0K$3.7M0.7%-82.6%
APP APPLOVIN CORP-CLASS ATechnology8.5K$3.4M0.7%-27.3%
GE GENERAL ELECTRICIndustrials11.3K$3.2M0.6%New
AMZN AMAZON.COM INCConsumer discretionary14.3K$3.0M0.6%-91.1%
HWM HOWMET AEROSPACE INCIndustrials6.8K$1.6M0.3%New
BTMCQ BITCOIN DEPOT INCFinancials502.0K$1.1M0.2%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202630$1.38B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202645$3.31B canonicalSEC ↗
Q3 202513F-HRNov 14, 202554$3.15B canonicalSEC ↗
Q2 202513F-HRAug 14, 202556$2.26B canonicalSEC ↗
Q1 202513F-HRMay 15, 202548$7.34B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202545$4.96B canonicalSEC ↗
Q3 202413F-HRNov 14, 202461$2.50B canonicalSEC ↗
Q2 202413F-HRAug 14, 202449$1.26B canonicalSEC ↗
Q1 202413F-HRMay 15, 202461$949.0M canonicalSEC ↗