Birnam Oak Advisors, LP: 13F holdings
CIK 19972452026Q2
| Positions | 39 |
|---|---|
| Reported value | $616.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ACWI ISHARES TR | 385,076 | $60.4m | 9.8% |
| GTLS CHART INDS INC | 285,399 | $59.6m | 9.7% |
| KVUE KENVUE INC | 3,005,020 | $57.4m | 9.3% |
| NSC NORFOLK SOUTHN CORP | 179,719 | $56.5m | 9.2% |
| WARNER BROS DISCOVERY INC | 2,046,728 | $54.6m | 8.9% |
| PEN PENUMBRA INC | 171,277 | $54.1m | 8.8% |
| UNF UNIFIRST CORP MASS | 171,148 | $45.3m | 7.3% |
| ROKU ROKU INC | 290,000 | $40.1m | 6.5% |
| QORVO INC | 249,884 | $23.3m | 3.8% |
| RVMD REVOLUTION MEDICINES INC | 107,644 | $20.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1997245")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.