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Birnam Oak Advisors - Q4 2025 13F Filings

BI

Birnam Oak Advisors, Lp

CIK: 0001997245
Address: New York New York 520 Madison Avenue Suite 2104
$446.51 M
Portfolio Value
32
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. EA Electronic Arts
+$30.85 M
2. CMA Comerica Incorporated
+$29 M
3. DAY Dayforce
+$24.89 M
4. AES The Aes Corporation
+$18.37 M
5. EXAS Exact Sciences Corporation
+$18.01 M

Top Sells

Q4 2025
1. IPG The Interpublic Group Of Companies
−$38.03 M
2. VRNA Verona Pharma PLC
−$29.62 M
3. K Kellanova
−$19.48 M
4. SPR Spirit Aerosystems Holdings
−$15.08 M
5. CORZ Core Scientific
−$11.6 M

Asset Allocation

Stocks/ETFs
+6.92%
$436.16 M 97.68%
Options
$0 0.00%
Debt
+100.00%
$10.35 M 2.32%
Other
$0 0.00%

Sector Allocation (Stocks)

Birnam Oak Advisors Q4 2025 Filing Summary

Birnam Oak Advisors, Lp filed its 13F report for Q4 2025 on February 17, 2026. The portfolio totaled 446.51 M reflecting a +2.55% change from the prior quarter, spanning 32 assets. The top 10 holdings comprised 70.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 8 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Birnam Oak Advisors’s Q4 2025 Filing

Birnam Oak Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/17/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Birnam Oak Advisors reported a managed portfolio value of 446.51 M, consisting of 51 individual positions.

This page displays the raw filing documents. To see which stocks Birnam Oak Advisors bought or sold during Q4 2025, please visit Birnam Oak Advisors's Portfolio Analysis page.