account_balance
Investment manager · 13F filer · SEC CIK 2007953
Owlhouse Capital LP
Reported value$65.2Mas of Jun 30, 2026
Positions40 28 new, 9 sold out
Top 10 weight66.0%WCN alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WCNWaste Connections, Inc.
8.5%Added +17%
TDGTransDigm Group INC
7.8%Trimmed −30%
DLTRDollar Tree, Inc.
7.6%Added +85%
VVisa Inc.
7.4%Trimmed −39%
BABoeing Co
6.4%New
GISGeneral Mills Inc
6.2%
MAMastercard Inc
6.2%Trimmed −41%
FICOFair Isaac Corp
6.0%New
JBLUJetblue Airways Corp
5.4%New
PLNTPlanet Fitness, Inc.
4.4%Added +128%
MDLZMondelez International, Inc.
4.3%Trimmed −23%
HSYHershey Co
3.7%
WCNWaste Connections, Inc.
8.5%+17%
TDGTransDigm Group INC
7.8%
DLTRDollar Tree, Inc.
7.6%
VVisa Inc.
7.4%−39%
BABoeing Co
6.4%New
GISGeneral Mills Inc
6.2%
MAMastercard Inc
6.2%
FICOFair Isaac Corp
6.0%
JBLUJetblue Airways Corp
5.4%
PLNT4.4%MDLZMondelez International, Inc.
4.3%
HSYHershey Co
3.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WCN Waste Connections, Inc. 8.5% Added +17%TDG TransDigm Group INC 7.8% Trimmed −30%DLTR Dollar Tree, Inc. 7.6% Added +85%V Visa Inc. 7.4% Trimmed −39%BA Boeing Co 6.4% NewGIS General Mills Inc 6.2% HeldMA Mastercard Inc 6.2% Trimmed −41%FICO Fair Isaac Corp 6.0% NewJBLU Jetblue Airways Corp 5.4% NewPLNT Planet Fitness, Inc. 4.4% Added +128%MDLZ Mondelez International, Inc. 4.3% Trimmed −23%HSY Hershey Co 3.7% Trimmed −58%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.