Curated Wealth Partners LLC
Position in OLLI — Ollie's Bargain Outlet Holdings, Inc.
CIK 1781284
EL SEGUNDO, CA
Position in OLLI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$270,923
+$17,334 QoQ
Shares Held
3,524
+78.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 24 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OLLI Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Curated Wealth Partners LLC holds $961,949,223 across 5 Discount Stores names. OLLI ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TGT |
Target Corp
|
4,115,219 | $537,488,752 | |
| 2 | COST |
Costco Wholesale Corp /New
|
427,120 | $399,557,945 | |
| 3 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
150,046 | $13,087,012 | |
| 4 | WMT |
Walmart Inc.
|
101,930 | $11,544,591 | |
| 5 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
This page
|
3,524 | $270,923 |
All Filings in OLLI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,923 | 3,524 | Shares | Other | 2026-07-13 | |
| 2025-09-30 | $253,589 | 1,975 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $279,768 | 2,123 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $228,179 | 1,961 | Shares | Other | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||