Owlhouse Capital LP — 13F holdings

Owlhouse Capital LP reported 40 holdings worth $65.2M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. WCN Waste Connections Inc — $5.53M (8.5%)
2. TDG TRANSDIGM GROUP INC — $5.10M (7.8%)
3. DLTR DOLLAR TREE INC — $4.92M (7.6%)
4. V VISA INC — $4.85M (7.4%)
5. BA BOEING CO — $4.20M (6.4%)
6. GIS GENERAL MLS INC — $4.06M (6.2%)
7. MA MASTERCARD INCORPORATED — $4.03M (6.2%)
8. FICO FAIR ISAAC CORP — $3.89M (6.0%)
9. JBLU JETBLUE AWYS CORP — $3.51M (5.4%)
10. PLNT PLANET FITNESS INC — $2.89M (4.4%)