Birnam Oak Advisors, LP
Birnam Oak Advisors, LP reported 40 positions worth $616.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ACWI (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ACWI | SH | $60.4M | 9.81% | 385,076 | — | — | |
| ▸ 2 | 16115Q308 | SH | $59.6M | 9.68% | 285,399 | — | — | |
| ▸ 3 | KVUE | SH | $57.4M | 9.32% | 3,005,020 | — | — | |
| ▸ 4 | NSC | SH | $56.5M | 9.18% | 179,719 | — | — | |
| ▸ 5 | WBD | SH | $54.6M | 8.86% | 2,046,728 | — | — | |
| ▸ 6 | PEN | SH | $54.1M | 8.78% | 171,277 | — | — | |
| ▸ 7 | UNF | SH | $45.3M | 7.35% | 171,148 | — | — | |
| ▸ 8 | ROKU | SH | $40.1M | 6.50% | 290,000 | — | — | |
| ▸ 9 | QRVO | SH | $23.3M | 3.78% | 249,884 | — | — | |
| ▸ 10 | RVMD | SH | $20.2M | 3.27% | 107,644 | — | — |
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Frequently Asked Questions
What stocks does Birnam Oak Advisors, LP hold as of Q2 2026?
Birnam Oak Advisors, LP reported 40 positions worth $616.1M in its Q2 2026 13F filing. Largest positions: ACWI (9.8%), CHART INDS INC (9.7%), KVUE (9.3%), NSC (9.2%) and WBD (8.9%).
What did Birnam Oak Advisors, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Birnam Oak Advisors, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.