Institutional Fund
Birnam Oak Advisors, LP
New York, NYCIK 19972455 filings on record
Portfolio Value
$362.93M
Q1 2026
Holdings
31
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-16.8%
from $436.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Norfolk Southn Corp12.0%
- Chart Inds Inc11.3%
- Clearwater Analytics Hldgs I11.2%
- Ishares Tr10.6%
- Warner Bros Discovery Inc9.3%
- Penumbra Inc8.7%
- Other36.9%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Norfolk Southn Corp | 151.8K | $43.58M | 12.0% | +29.3K | Added |
| 2 | Chart Inds Inc | 198.9K | $41.13M | 11.3% | +78.7K | Added |
| 3 | Clearwater Analytics Hldgs I | 1.72M | $40.66M | 11.2% | +1.72M | New |
| 4 | Ishares Tr | 276.8K | $38.30M | 10.6% | 0 | Held |
| 5 | Warner Bros Discovery Inc | 1.23M | $33.71M | 9.3% | +1.23M | New |
| 6 | Penumbra Inc | 96.0K | $31.52M | 8.7% | +96.0K | New |
| 7 | Kenvue Inc | 1.41M | $24.35M | 6.7% | +1.41M | New |
| 8 | Qorvo Inc | 232.0K | $17.96M | 4.9% | +232.0K | New |
| 9 | Echostar Corp | 145.9K | $17.08M | 4.7% | +8.0K | Added |
| 10 | Revolution Medicines Inc | 159.4K | $15.50M | 4.3% | +159.4K | New |
21 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio