§ 13F · FUND PROFILE
Birnam Oak Advisors, LP.
AUM · $616M (13F)Positions · 60Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$58M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | 385K | $60M | 9.8% | +39% |
| 2 | GTLS | CHART INDS INC | 181K | $38M | 6.1% | +43% |
| 3 | NSC | NORFOLK SOUTHN CORP | 118K | $37M | 6.0% | +18% |
| 4 | KVUE | KENVUE INC | 1.85M | $35M | 5.7% | +113% |
| 5 | PEN | PENUMBRA INC | 106K | $34M | 5.4% | +78% |
| 6 | WBD | WARNER BROS DISCOVERY INC | 1.21M | $32M | 5.2% | +67% |
| 7 | UNF | UNIFIRST CORP MASS | 107K | $28M | 4.6% | +235% |
| 8 | ROKU | ROKU INC | 167K | $23M | 3.8% | NEW |
| 9 | WBD | WARNER BROS DISCOVERY INC | 842K | $22M | 3.6% | — |
| 10 | KVUE | KENVUE INC | 1.16M | $22M | 3.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRNAM SIGNAL
AC read
Birnam Oak Advisors, LP is a Other fund managing $616 million in assets. The fund runs a portfolio of 60 positions.
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