StockDriftsStockDriftsTop 37 Birnam Oak Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | 9.88% | 385.1K | $60.4M | +39.12%(+108.28K) | $126.15(+28.80%) | 2026-06-30 | |
| GTLS | CHART INDS INC | 9.75% | 285.4K | $59.6M | +43.46%(+86.46K) | $196.91(+6.60%) | 2026-06-30 | |
| KVUE | KENVUE INC | 9.39% | 3.01M | $57.4M | +112.78%(+1.59M) | $17.74(+8.24%) | 2026-06-30 | |
| NSC | NORFOLK SOUTHN CORP | 9.24% | 179.7K | $56.5M | +18.36%(+27.88K) | $285.32(+18.41%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 8.92% | 2.05M | $54.6M | +66.70%(+818.95K) | $27.63(+0.42%) | 2026-06-30 | |
| PEN | PENUMBRA INC | 8.84% | 171.3K | $54.1M | +78.43%(+75.29K) | $320.67(+1.90%) | 2026-06-30 | |
| UNF | UNIFIRST CORP MASS | 7.4% | 171.1K | $45.3M | +234.74%(+120.02K) | $246.54(+17.79%) | 2026-06-30 | |
| ROKU | ROKU INC | 6.55% | 290.0K | $40.1M | new | $113.19(+36.13%) | 2026-06-30 | |
| QRVO | QORVO INC | 3.81% | 249.9K | $23.3M | +7.70%(+17.87K) | $81.22(+21.20%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 3.3% | 107.6K | $20.2M | -32.47%(-51.77K) | $88.45(+128.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.76% |
Birnam Oak Advisors LP reports $616.12M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are ACWI (9.9%), GTLS (9.8%) and KVUE (9.4%). The top 20 holdings account for 96.03% of reported assets. Its disclosed equity book has returned +11.85% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Birnam Oak Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1997245). View Birnam Oak Advisors LP’s 13F filings on SEC