Birnam Oak Advisors, LP 13F Holdings

CIK 0001997245 · New York, NY

As of Sep 30, 2025, Birnam Oak Advisors, LP reported 32 positions worth $435.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CYBERARK SOFTWARE LTDCYBRTechnology94,184$45.5M10.45%
ISHARES MSCI ACWI ETFACWI—276,800$38.3M8.79%
INTERPUBLIC GROUP OF COMPANIES INCIPGCommunication Services1,362,621$38.0M8.73%
FRONTIER COMMUNICATIONS PARENT INCFYBRCommunication Services1,011,768$37.8M8.68%
VERONA PHARMA PLCVRNAHealthcare277,604$29.6M6.80%
NORFOLK SOUTHERN CORPNSCIndustrials96,100$28.9M6.63%
CHART INDUSTRIES INCGTLSIndustrials118,223$23.7M5.43%
TXNM ENERGY INCTXNMUtilities389,851$22.0M5.06%
KELLANOVAKConsumer Defensive237,491 9.5M4.47%
ARK INNOVATION ETFARKK—180,000 5.5M3.57%
SPIRIT AEROSYSTEMS HOLDINGS INCSPRIndustrials390,800 5.1M3.46%
ECHOSTAR CORPSATSTechnology192,935 4.7M3.38%
VANGUARD GROWTH INDEX FUNDVUG—27,100 3.0M2.99%
CORE SCIENTIFIC INCCORZTechnology646,323 1.6M2.66%
OKLO INCOKLOUtilities100,000 1.2M2.56%
STEELCASE INCSCSIndustrials624,544 0.7M2.47%
MR COOPER GROUP INCCOOPFinancial Services43,100$9.1M2.09%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services16,000$8.0M1.85%
VANGUARD VALUE INDEX FUNDVTV—38,000$7.1M1.63%
ADVISORSHARES PURE US CANNABIS ETFMSOS—1,045,655$5.0M1.15%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services19,833$4.2M0.97%
ISHARES CORE MSCI EUROPE ETFIEUR—55,000$3.7M0.86%
JPMORGAN BETABUILDERS JAPAN ETFBBJP—55,000$3.6M0.84%
VANGUARD EUROPEAN STOCK INDEX FUNDVGK—45,000$3.6M0.82%
ANYWHERE REAL ESTATE INCHOUSReal Estate296,942$3.1M0.72%