SEC Form 13F

Owlhouse Capital LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$65,179,867
Positions40

Largest disclosed positions

IssuerTickerClassReported valueReported amount
WASTE CONNECTIONS INCWCNCOM$5,526,10733,152
TRANSDIGM GROUP INCTDGCOM$5,101,7133,830
DOLLAR TREE INCDLTRCOM$4,922,66540,700
VISA INCVCOM CL A$4,851,97914,142
BOEING COBACOM$4,199,51819,400
GENERAL MILLS INCGISCOM$4,057,680116,600
MASTERCARD INCORPORATEDMACL A$4,032,7877,852
FAIR ISAAC CORPFICOCOM$3,894,9833,260
JETBLUE AIRWAYS CORPJBLUCOM$3,514,484613,348
PLANET FITNESS MASTER ISSUERPLNTCL A$2,885,00155,300

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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