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Birkenstock Holding plc

BIRK Consumer Discretionary
$41.38 +$1.71 (4.31%)
Market Cap: $7.61 B
Gurus Holding
3
Popularity Rank
#2955
% of Shares Held
1.06%
Net Activity (Q1 2026)
-$49.37 M

Guru Ownership Trend

Guru Analysis for Birkenstock Holding plc (BIRK)

Birkenstock Holding plc (BIRK), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $80.8 M.

Top institutional holders include Steven Cohen and Francois Rochon.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $49.37 M net outflow during the quarter.

On the selling side, Steven Cohen reduced exposure by 32.1%.

Key Holders

Top 5 by Value

$68.17 M
$981,455
$814,237

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$0
Total Buy Value
New Buys 0
Additions 0
-$49.37 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
0

FAQs for Birkenstock Holding plc (BIRK)

Major holders include Steven Cohen ($68.17 M), Francois Rochon ($981,455), Cliff Asness ($814,237). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.95 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $49.37 M, with 0 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited BIRK. The total reported sell value was $49.37 M.

No tracked managers opened new positions or increased their holdings in BIRK during the most recent reporting period.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Reduce -32.1% 1,902,618 $68.17 M Q1 2026
0.04% 27,392 $981,455 Q1 2026
0.00% Reduce -10.2% 22,725 $814,237 Q1 2026
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