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CIK: 0001997245
Total reported value
$616.1M
$616.1M
24 檔
30.8%
In Q2 2025, Birnam Oak Advisors, LP's U.S. equity holdings reached a combined market value of $616.1M, distributed across 24 disclosed stock positions.
During Q2 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 | HES | Hess CORP | Stock-Other | 15.56% | — | +72.61% | |
| 2 | KEL | Kellanova | Stock-Other | 11.10% | — | — | |
| 3 | APY1EUR | Championx CORP | Stock-Other | 10.87% | — | +3.86% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 10.52% | +1.12% | +0.73% | |
| 5 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 7.99% | — | +91.18% | |
| 6 | FYBR | Frontier Communications Pare | Stock-Other | 7.92% | — | +250.72% | |
| 7 | AKX | Ansys Inc | Stock-Other | 7.86% | — | — | |
| 8 | TG7 | Triumph Group Inc | Stock-Other | 5.53% | — | +1495.39% | |
| 9 | TXNM | Txnm Energy Inc | Stock-Utilities | 4.48% | -0.13% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 3.51% | +2.09% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.15% | -0.30% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.98% | -0.09% | — | |
| 13 | WOO | Foot Locker Inc | Stock-Other | 1.45% | — | — | |
| 14 | DNB | Dun & Bradstreet Holdings In | Stock-Other | 1.32% | — | — | |
| 15 | COF | Capital One Financial CORP | Stock-Financials | 1.25% | -0.04% | — | |
| 16 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.08% | -0.21% | — | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.03% | +0.06% | — | |
| 18 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.00% | -0.12% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.07% | +20.00% | |
| 20 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.86% | — | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -0.08% | — | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.06% | — | |
| 23 | KSS | Kohls CORP | Stock-Consumer Disc | 0.20% | — | -19.76% | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.09% | -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 24 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including HES, KEL, APY1EUR) accounted for 30.8% of total reported equity market value during Q2 2025.
During Q2 2025, Birnam Oak Advisors, LP's top holdings by market value included HES (15.6%)、KEL (11.1%)、APY1EUR (10.9%). The largest single position, HES, represented 15.6% of total portfolio value.
In Q2 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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