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Birnam Oak Advisors, LP 13F holdings

Filed 2026-08-14 · Birnam Oak Advisors, LP · 60 positions · $616.1M

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TickerCompanySharesValue% of portfolio
ACWIISHARES TR385.1K$60.4M9.8%
—CHART INDS INC181.2K$37.9M6.1%
NSCNORFOLK SOUTHN CORP118.4K$37.2M6.0%
KVUEKENVUE INC1.8M$35.3M5.7%
PENPENUMBRA INC106.2K$33.5M5.4%
WBDWARNER BROS DISCOVERY INC1.2M$32.1M5.2%
UNFUNIFIRST CORP MASS107.1K$28.3M4.6%
ROKUROKU INC167.5K$23.1M3.8%
WBDWARNER BROS DISCOVERY INC841.5K$22.4M3.6%
KVUEKENVUE INC1.2M$22.1M3.6%
—CHART INDS INC104.2K$21.8M3.5%
PENPENUMBRA INC65.1K$20.5M3.3%
NSCNORFOLK SOUTHN CORP61.3K$19.3M3.1%
UNFUNIFIRST CORP MASS64.1K$16.9M2.8%
ROKUROKU INC122.5K$16.9M2.7%
VUGVANGUARD INDEX FDS181.8K$15.7M2.5%
QRVOQORVO INC157.9K$14.7M2.4%
RVMDREVOLUTION MEDICINES INC67.5K$12.6M2.1%
AESAES CORP799.5K$11.7M1.9%
ECHOECHOSTAR CORP114.7K$11.6M1.9%
BLD*TOPBUILD COR24.6K$8.7M1.4%
QRVOQORVO INC91.9K$8.6M1.4%
VTVVANGUARD INDEX FDS38.9K$8.5M1.4%
RVMDREVOLUTION MEDICINES INC40.2K$7.5M1.2%
BRK-BBERKSHIRE HATHAWAY INC DEL15.0K$7.5M1.2%
ECHOECHOSTAR CORP72.8K$7.4M1.2%
TXNMTXNM ENERGY INC120.1K$6.8M1.1%
AESAES CORP427.2K$6.3M1.0%
DDOMINION ENERGY INC89.9K$6.1M1.0%
EAELECTRONIC ARTS INC23.5K$4.8M0.8%
BBJPJ P MORGAN EXCHANGE TRADED F60.3K$4.5M0.7%
BLD*TOPBUILD COR12.5K$4.4M0.7%
TXNMTXNM ENERGY INC77.9K$4.4M0.7%
VGKVANGUARD INTL EQUITY INDEX F49.6K$4.4M0.7%
IEURISHARES TR55.0K$4.1M0.7%
DDOMINION ENERGY INC60.1K$4.1M0.7%
EAELECTRONIC ARTS INC15.9K$3.3M0.5%
AMZNAMAZON COM INC9.5K$2.3M0.4%
VSATVIASAT INC23.3K$2.1M0.3%
ECHOECHOSTAR CORP18.4K$1.9M0.3%
VSATVIASAT INC17.7K$1.6M0.3%
VLRSCONTROLADORA VUELA COMP DE A130.2K$1.2M0.2%
ECHOECHOSTAR CORP11.6K$1.2M0.2%
IVEISHARES TR5.0K$1.1M0.2%
MSFTMICROSOFT CORP3.0K$1.1M0.2%
GSGOLDMAN SACHS GROUP INC1.0K$1.0M0.2%
AAPLAPPLE INC3.0K$868,0800.1%
MSMORGAN STANLEY4.0K$836,1600.1%
COFCAPITAL ONE FINL CORP3.8K$768,9760.1%
VVISA INC2.0K$686,1800.1%
AXPAMERICAN EXPRESS CO2.0K$676,5000.1%
CARAVIS BUDGET GROUP INC4.5K$665,2350.1%
JPMJPMORGAN CHASE & CO2.0K$654,6600.1%
CARAVIS BUDGET GROUP INC3.5K$517,4050.1%
EWJISHARES INC4.0K$373,0800.1%
NVDANVIDIA CORPORATION1.0K$200,0900.0%
CZRCAESARS ENTERTAINMENT INC NE5.5K$165,9900.0%
CZRCAESARS ENTERTAINMENT INC NE4.5K$135,8100.0%
FLLFULL HSE RESORTS INC42.2K$117,7910.0%
FLLFULL HSE RESORTS INC19.2K$53,4450.0%
Top Fund Holdings
13F
Top Fund Holdings

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