account_balance

Investment manager · 13F filer · SEC CIK 1997245

Birnam Oak Advisors, LP

Reported value$612Mas of Jun 30, 2026
Positions37 8 new, 2 sold out
Top 10 weight77.1%ACWI alone is 10%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ACWI iShares Tr 9.9% Added +39%
GTLS Chart Inds Inc 9.8% Added +43%
KVUE Kenvue Inc. 9.4% Added +113%NSC Norfolk Southern Corp 9.2% Added +18%
WBD Warner Bros Discovery Inc 8.9% Added +67%
PEN Penumbra Inc 8.8% Added +78%UNF Unifirst Corp 7.4% Added +235%ROKU Roku, Inc 6.6% New
QRVO Qorvo Inc 3.8% Added +8%
RVMD Revolution Medicines, Inc. 3.3% Trimmed −32%ECHO EchoStar CORP 3.1% Added +28%AES AES Corp 2.9% New

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 12, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • CWAN $40.7M
  • SPY $3.25M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast