Holdings
Owlhouse Capital LP
As of Jun 30, 2026, Owlhouse Capital LP reported 35 positions worth US$63M. Largest: Waste Connections, Inc., Transdigm Group Inc. and Dollar Tree, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Waste Connections, Inc. | 33,152 | US$5.53M | +4,800 | Jun 30, 2026 |
| Transdigm Group Inc. | 3,830 | US$5.1M | −1,660 | Jun 30, 2026 |
| Dollar Tree, Inc. | 40,700 | US$4.92M | +18,677 | Jun 30, 2026 |
| Visa Inc. | 14,142 | US$4.85M | −9,160 | Jun 30, 2026 |
| Boeing Company (the) | 19,400 | US$4.2M | new | Jun 30, 2026 |
| General Mills, Inc. | 117K | US$4.06M | +200 | Jun 30, 2026 |
| Mastercard Incorporated | 7,852 | US$4.03M | −5,400 | Jun 30, 2026 |
| Fair Isaac Corporation | 3,260 | US$3.89M | new | Jun 30, 2026 |
| Jetblue Airways Corporation | 613K | US$3.51M | new | Jun 30, 2026 |
| Planet Fitness, Inc. | 55,300 | US$2.89M | +31,000 | Jun 30, 2026 |