Birnam Oak Advisors, LP

data from 30/09/2025

Capitalization

$ 435.411 M 28.63 %

Average holding period

2 ans

Performance

$ 10.544 M 4.79 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Birnam Oak Advisors, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CYBR CYBERARK SOFTWARE LTD 10.45% 45.505 M $ 94184 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACWI ISHARES TR 8.79% 38.265 M $ 276800 2024/12/31 2.668 M $ 7.50 %
2025/09/30 IPG INTERPUBLIC GROUP COS INC 8.73% 38.031 M $ 1362621 2024/12/31 3.787 M $ 14.01 %
2025/09/30 FYBR FRONTIER COMMUNICATIONS PARE 8.68% 37.790 M $ 1011768 2025/03/31 699.684 K $ 2.61 %
2025/09/30 VRNA VERONA PHARMA PLC 6.80% 29.623 M $ 277604 2025/09/30 0.000 $ 0.00 %
2025/09/30 NSC NORFOLK SOUTHN CORP 6.63% 28.869 M $ 96100 2025/09/30 0.000 $ 0.00 %
2025/09/30 GTLS CHART INDS INC 5.43% 23.662 M $ 118223 2025/09/30 0.000 $ 0.00 %
2025/09/30 TXNM ENERGY INC 5.06% 22.046 M $ 389851 2025/06/30 61.869 K $ 0.41 %
2025/09/30 K KELLANOVA 4.47% 19.479 M $ 237491 2025/06/30 1.177 M $ 3.13 %
2025/09/30 ARKK ARK ETF TR 3.57% 15.534 M $ 180000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPR SPIRIT AEROSYSTEMS HLDGS INC 3.46% 15.085 M $ 390800 2025/03/31 0.000 $ 0.00 %
2025/09/30 SATS ECHOSTAR CORP 3.38% 14.733 M $ 192935 2025/09/30 0.000 $ 0.00 %
2025/09/30 VUG VANGUARD INDEX FDS 2.99% 12.997 M $ 27100 2024/12/31 1.117 M $ 9.40 %
2025/09/30 CORZ CORE SCIENTIFIC INC NEW 2.66% 11.595 M $ 646323 2025/09/30 0.000 $ 0.00 %
2025/09/30 OKLO OKLO INC 2.56% 11.163 M $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCS STEELCASE INC 2.47% 10.742 M $ 624544 2025/09/30 0.000 $ 0.00 %
2025/09/30 COOP MR COOPER GROUP INC 2.09% 9.085 M $ 43100 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.85% 8.044 M $ 16000 2024/12/31 254.550 K $ 3.49 %
2025/09/30 VTV VANGUARD INDEX FDS 1.63% 7.087 M $ 38000 2024/12/31 370.500 K $ 5.52 %
2025/09/30 MSOS ADVISORSHARES TR 1.15% 5.009 M $ 1045655 2025/09/30 0.000 $ 0.00 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.97% 4.216 M $ 19833 2025/06/30 -3.569 K $ -0.08 %
2025/09/30 IEUR ISHARES TR 0.86% 3.747 M $ 55000 2024/12/31 105.600 K $ 2.90 %
2025/09/30 BBJP J P MORGAN EXCHANGE TRADED F 0.84% 3.648 M $ 55000 2024/12/31 249.699 K $ 7.35 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 0.82% 3.591 M $ 45000 2024/12/31 103.499 K $ 2.97 %
2025/09/30 HOUS ANYWHERE REAL ESTATE INC 0.72% 3.145 M $ 296942 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT CORP 0.71% 3.108 M $ 6000 2024/12/31 123.240 K $ 4.13 %
2025/09/30 AER AERCAP HOLDINGS NV 0.69% 3.025 M $ 25000 2024/12/31 100.000 K $ 3.42 %
2025/09/30 AMZN AMAZON COM INC 0.63% 2.745 M $ 12500 2024/12/31 2.250 K $ 0.08 %
2025/09/30 IVE ISHARES TR 0.47% 2.065 M $ 10000 2024/12/31 110.900 K $ 5.68 %
2025/09/30 KSS KOHLS CORP 0.18% 768.500 K $ 50000 2024/12/31 551.199 K $ 81.25 %
2025/09/30 LION LIONSGATE STUDIOS CORP 0.16% 690.000 K $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EWJ ISHARES INC 0.07% 320.840 K $ 4000 2024/12/31 20.959 K $ 6.99 %
2025/09/30 FL FOOT LOCKER INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TGI TRIUMPH GROUP INC NEW 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 ANSS ANSYS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 HES HESS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 HES HESS CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CHX CHAMPIONX CORPORATION 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 DNB DUN & BRADSTREET HLDGS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %