Email me when Birnam Oak Advisors, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 29 | $408M | +$223M | -$159M | +$63.3M | CYBR, ACWI, IPG, FYBR, VRNA | 13F-HR | 11/14/2025, 08:58 AM |
| Q2 2025 | 23 | $334M | +$163M | -$61.7M | +$101M | HES, K, CHX, ACWI, IPG | 13F-HR | 8/11/2025, 01:35 PM |
| Q1 2025 | 21 | $239M | +$89.4M | -$58.1M | +$31.2M | DFS, CHX, HES, ACWI, IPG | 13F-HR | 5/14/2025, 11:48 AM |
| Q4 2024 | 25 | $203M | $0 | $0 | ACWI, VSTS, DFS, HES, CHX | 13F-HR | 2/10/2025, 05:06 PM |