Birnam Oak Advisors, Lp filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 616.12 M reflecting a +39.82% change from the prior quarter, spanning 40 assets. The top 10 holdings comprised 77.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 2 complete exits.
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Birnam Oak Advisors submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Birnam Oak Advisors reported a managed portfolio value of 616.12 M, consisting of 60 individual positions.
This page displays the raw filing documents. To see which stocks Birnam Oak Advisors bought or sold during Q2 2026, please visit Birnam Oak Advisors's Portfolio Analysis page.