Holdings of Birnam Oak Advisors, LP
31 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 83.7 % of the equity sleeve
Sector breakdown
- Industrials 12.0 %
- Communication 9.3 %
- Financials 7.6 %
- Consumer staples 6.7 %
- Consumer discretionary 0.5 %
- Technology 0.3 %
- Unattributed 63.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 30 | 362.4M $ | 99.85 % |
| 2 | MX | 1 | 544.1K $ | 0.15 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Norfolk Southern Corp | 151,835 | 43.6M $ | |
| 2 | Chart Industries Inc | 198,940 | 41.1M $ | |
| 3 | Clearwater Analytics Holdings Inc | 1,719,139 | 40.7M $ | |
| 4 | iShares Trust | 276,800 | 38.3M $ | |
| 5 | Warner Bros Discovery Inc | 1,227,776 | 33.7M $ | |
| 6 | Penumbra Inc | 95,990 | 31.5M $ | |
| 7 | Kenvue Inc | 1,412,271 | 24.3M $ | |
| 8 | Qorvo Inc | 232,010 | 18M $ | |
| 9 | EchoStar Corp | 145,935 | 17.1M $ | |
| 10 | Revolution Medicines Inc | 159,413 | 15.5M $ | |
| 11 | UniFirst Corp/MA | 51,128 | 12.9M $ | |
| 12 | TXNM Energy Inc | 146,650 | 8.6M $ | |
| 13 | Berkshire Hathaway Inc | 14,000 | 6.7M $ | |
| 14 | Vanguard Value ETF | 33,000 | 6.5M $ | |
| 15 | iShares Core MSCI Europe ETF | 55,000 | 3.9M $ | |
| 16 | J P Morgan Exchange Traded Fund Trust | 55,000 | 3.8M $ | |
| 17 | State Street SPDR S&P 500 ETF Trust | 5,000 | 3.3M $ | |
| 18 | Vanguard FTSE Europe ETF | 35,000 | 2.9M $ | |
| 19 | Amazon.com Inc | 9,500 | 2M $ | |
| 20 | Vanguard Growth ETF | 27,100 | 2M $ | |
| 21 | Microsoft Corp | 3,000 | 1.1M $ | |
| 22 | iShares Trust | 5,000 | 1.1M $ | |
| 23 | Goldman Sachs Group Inc/The | 1,000 | 846K $ | |
| 24 | Capital One Financial Corp | 3,833 | 699.3K $ | |
| 25 | Morgan Stanley | 4,000 | 658.3K $ | |
| 26 | Visa Inc | 2,000 | 604.5K $ | |
| 27 | JPMorgan Chase & Co | 2,000 | 588.3K $ | |
| 28 | Controladora Vuela Cia de Aviacion SAB de CV | 75,158 | 544.1K $ | |
| 29 | iShares MSCI Japan ETF | 4,000 | 337.8K $ | |
| 30 | American Express Co | 1,000 | 302.5K $ | |
| 31 | Full House Resorts Inc | 10,000 | 22.5K $ | |