StockDriftsStockDriftsTop 31 Birnam Oak Advisors, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | 12.01% | 151.8K | $43.6M | +23.90%(+29.29K) | $282.91(+12.28%) | 2026-03-31 | |
| GTLS | CHART INDS INC | 11.33% | 198.9K | $41.1M | +65.39%(+78.66K) | $192.14(+7.88%) | 2026-03-31 | |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 11.2% | 1.72M | $40.7M | new | $23.89(+2.03%) | 2026-03-31 | |
| ACWI | ISHARES TR | 10.55% | 276.8K | $38.3M | +0.00%(+0) | $118.55(+32.13%) | 2026-03-31 | |
| WBD | WARNER BROS DISCOVERY INC | 9.29% | 1.23M | $33.7M | new | $28.14(-3.62%) | 2026-03-31 | |
| PEN | PENUMBRA INC | 8.69% | 96.0K | $31.5M | new | $319.64(+1.04%) | 2026-03-31 | |
| KVUE | KENVUE INC | 6.71% | 1.41M | $24.3M | new | $17.24(-0.32%) | 2026-03-31 | |
| QRVO | QORVO INC | 4.95% | 232.0K | $18.0M | new | $80.96(+11.74%) | 2026-03-31 | |
| SATS | ECHOSTAR CORP | 4.71% | 145.9K | $17.1M | +5.80%(+8.00K) | $55.37(+144.03%) | 2026-03-31 | |
| RVMD | REVOLUTION MEDICINES INC | 4.27% | 159.4K | $15.5M | new | $88.45(+68.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.62% | +1.86% |
| Top 20 Holdings Unweighted | +7.05% | +22.66% |
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