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CIK: 0001997245
Total reported value
$616.1M
$616.1M
29 檔
69.0%
During the Q1 2025 filing period, Birnam Oak Advisors, LP (CIK: 0001997245) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $616.1M across 29 reported positions.
During Q1 2025, Birnam Oak Advisors, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 49.31% | — | — | |
| 2 | DFSEUR | Discover Financial Services | Stock-Other | 7.76% | — | +105.48% | |
| 3 | APY1EUR | Championx CORP | Stock-Other | 7.69% | — | +127.52% | |
| 4 | HES | Hess CORP | Stock-Other | 6.37% | — | +62.82% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 5.79% | +1.12% | -2.14% | |
| 6 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 2.84% | — | +125.41% | |
| 7 | S9Q | Spirit Aerosystems Hold-cl A | Stock-Other | 2.15% | — | — | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.90% | — | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.82% | +2.09% | — | |
| 10 | BA | Boeing Co/the | Stock-Industrials | 1.61% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | -14.02% | EXIT | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | -0.30% | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.37% | — | — | |
| 14 | FYBR | Frontier Communications Pare | Stock-Other | 1.36% | — | — | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.19% | -0.09% | — | |
| 16 | 5ZZ0 | Contextlogic Inc - A | Stock-Other | 0.97% | — | -1.32% | |
| 17 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.60% | -0.21% | — | |
| 18 | GM | General Motors Co | Stock-Consumer Disc | 0.60% | — | — | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.57% | +0.06% | — | |
| 20 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.56% | -0.12% | — | |
| 21 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.46% | — | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.08% | — | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | -0.06% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.07% | — | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | — | -50.00% | |
| 26 | G2C | Everi Holdings Inc | Stock-Other | 0.30% | — | +77.94% | |
| 27 | TG7 | Triumph Group Inc | Stock-Other | 0.21% | — | — | |
| 28 | KSS | Kohls CORP | Stock-Consumer Disc | 0.15% | — | +398.50% | |
| 29 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.05% | -0.02% | — |
According to official SEC Form 13F filings, Birnam Oak Advisors, LP reported a total U.S. public equity portfolio value of $616.1M across 29 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TSLA, DFSEUR, APY1EUR) accounted for 69.0% of total reported equity market value during Q1 2025.
During Q1 2025, Birnam Oak Advisors, LP's top holdings by market value included TSLA (49.3%)、DFSEUR (7.8%)、APY1EUR (7.7%). The largest single position, TSLA, represented 49.3% of total portfolio value.
In Q1 2025, Birnam Oak Advisors, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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