Investments: Owlhouse Capital LP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Owlhouse Capital LP
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
72.637.272 $+490.348 $
-3,8 %
2090.414.042 $+90.414.042 $20
Planet Fitness, Inc.PLNT→ 0Neutral1.807.434 $-6.512.215 $
-78,3 %
18.319.649 $+8.319.649 $1
TransDigm Group INCTDG→ 0Schwach6.362.690 $-1.722.798 $
-21,3 %
18.085.488 $+8.085.488 $1
Mastercard IncMA→ 0Neutral6.621.494 $-1.105.367 $
-14,3 %
17.726.861 $+7.726.861 $1
VISA INC.V→ 0Neutral7.042.796 $+1.403.379 $
+24,9 %
15.639.417 $+5.639.417 $1
Hilton Worldwide Holdings Inc.HLT→ 0Schwach4.294.826 $-2.737.054 $
-38,9 %
17.031.880 $+7.031.880 $1
HERSHEY COHSY→ 0Neutral6.818.792 $+5.271.962 $
+340,8 %
11.546.830 $+1.546.830 $1
ESTEE LAUDER COMPANIES INCEL→ 0Neutral144.042 $-5.866.886 $
-97,6 %
16.010.928 $+6.010.928 $1
General Motors CoGM→ 0Sehr stark5.977.020 $+5.977.020 $1
NETFLIX INCNFLX→ 0Neutral5.573.912 $+5.573.912 $1
GENERAL MILLS INCGIS→ 0Stark4.332.408 $-1.080.192 $
-20,0 %
15.412.600 $+5.412.600 $1
ROLLINS INCROL→ 0Neutral4.785.536 $-592.256 $
-11,0 %
15.377.792 $+5.377.792 $1
United Airlines Holdings, Inc.UAL→ 0Sehr stark5.166.084 $+5.166.084 $1
Amer Sports, Inc.AS→ 0Sehr schwach3.107.549 $-1.691.926 $
-35,3 %
14.799.475 $+4.799.475 $1
Waste Connections, Inc.WCN→ 0Neutral4.605.499 $+4.605.499 $1
CHURCH & DWIGHT CO INC /DE/CHD→ 0Stark3.890.640 $+3.890.640 $1
Ulta Beauty, Inc.ULTA→ 0Neutral1.241.959 $-2.569.604 $
-67,4 %
13.811.563 $+3.811.563 $1
Mondelez International, Inc.MDLZ→ 0Sehr stark3.654.491 $+3.654.491 $1
Ollie's Bargain Outlet Holdings, Inc.OLLI→ 0Neutral3.387.440 $+3.387.440 $1
HASBRO, INC.HAS→ 0Stark3.262.522 $+1.228.922 $
+60,4 %
12.033.600 $+2.033.600 $1
DOLLAR TREE, INC.DLTR→ 0Neutral2.411.739 $-602.006 $
-20,0 %
13.013.745 $+3.013.745 $1
Booking Holdings Inc.BKNG→ 0Neutral505.238 $-2.440.194 $
-82,8 %
12.945.432 $+2.945.432 $1
FIVE BELOW, INCFIVE→ 0Stark2.429.844 $+2.429.844 $1
Celsius Holdings, Inc.CELH→ 0Sehr schwach2.271.181 $+2.271.181 $1
JETBLUE AIRWAYS CORPJBLU→ 0Sehr schwach803.530 $+803.530 $1
US Foods Holding Corp.USFD→ 0Neutral405.724 $+14.060 $
+3,6 %
1391.664 $+391.664 $1
72.637.272 $+490.348 $
-3,8 %
2090.414.042 $+90.414.042 $20
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