§ 13F · FUND PROFILE
Owlhouse Capital LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 20Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$90.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PLNT | PLANET FITNESS INC | 77K | $8.3T | 9.2% | NEW |
| 2 | TDG | TRANSDIGM GROUP INC | 6K | $8.1T | 8.9% | NEW |
| 3 | MA | MASTERCARD INCORPORATED | 14K | $7.7T | 8.5% | NEW |
| 4 | HLT | HILTON WORLDWIDE HLDGS INC | 24K | $7.0T | 7.8% | NEW |
| 5 | EL | LAUDER ESTEE COS INC | 57K | $6.0T | 6.6% | NEW |
| 6 | GM | GENERAL MTRS CO | 74K | $6.0T | 6.6% | NEW |
| 7 | V | VISA INC | 16K | $5.6T | 6.2% | NEW |
| 8 | GIS | GENERAL MLS INC | 116K | $5.4T | 6.0% | NEW |
| 9 | ROL | ROLLINS INC | 90K | $5.4T | 5.9% | NEW |
| 10 | UAL | UNITED AIRLS HLDGS INC | 46K | $5.2T | 5.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OWLHOUSE SIGNAL
AC read
Owlhouse Capital LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed