DOSSIER · 13F-HR · Q1 2026

Owlhouse Capital LP

$75M in tracked AUM across 21 positions as of Q1 2026.

OC
CIK 0002007953 · last filed Mar 31, 2026
Total AUM
$75M
as of Q1 2026
Holdings
21
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Owlhouse Capital LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
V
VISA INC
$7M23K9.4%
02
HSY
HERSHEY CO
$7M33K9.1%
03
MA
MASTERCARD INCORPORATED
$7M13K8.8%
04
TDG
TRANSDIGM GROUP INC
$6M5K8.5%
05
NFLX
NETFLIX INC.
$6M58K7.4%
06
ROL
ROLLINS INC
$5M90K6.4%
07
WCN
WASTE CONNECTIONS INC
$5M28K6.1%
08
GIS
GENERAL MILLS INC
$4M116K5.8%
09
HLT
HILTON WORLDWIDE HLDGS INC
$4M14K5.7%
10
MDLZ
MONDELEZ INTL INC
$4M63K4.9%

Filing history

2026Q1Mar 31
$75M 16.7%
21 positionsView →
2025Q4Dec 31
$90M
20 positionsView →