Long-term investor
Owlhouse Capital LP @owlhousecapitallp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002007953).
Record
- Tracked since 2025-12-31 (270 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +824.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WCN · 8.5% · long · since 2026-03-31
- TDG · 7.8% · long · since 2025-12-31
- DLTR · 7.6% · long · since 2025-12-31
- V · 7.4% · long · since 2025-12-31
- 097023105 · 6.4% · long · since 2026-06-30
- GIS · 6.2% · long · since 2025-12-31
- MA · 6.2% · long · since 2025-12-31
- FICO · 6.0% · long · since 2026-06-30
- 477143101 · 5.4% · long · since 2025-12-31
- 72703H101 · 4.4% · long · since 2025-12-31
- MDLZ · 4.3% · long · since 2026-03-31
- HSY · 3.7% · long · since 2025-12-31