Birnam Oak Advisors, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Birnam Oak Advisors, LP disclosed 32 US equity positions worth $446.5m in its Q4 2025 13F filing. The largest position was CYBERARK SOFTWARE LTD at 10.1% of the reported book, followed by ACWI and FYBR. Against the Q3 2025 filing, it opened 11 new positions, added to 4 and reduced 3 among the top 32 holdings.
What did Birnam Oak Advisors, LP own in Q4 2025? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | 10.1% | $45.3m | 101,581 | 8% | added | |
| 2 | ACWI ISHARES TR | 8.8% | $39.2m | 276,800 | 0% | held | |
| 3 | FYBR FRONTIER COMMUNICATIONS PARE | 8.7% | $38.7m | 1,015,468 | 0% | held | |
| 4 | NSC NORFOLK SOUTHN CORP | Industrials | 7.9% | $35.4m | 122,542 | 28% | added |
| 5 | EA ELECTRONIC ARTS INC | Communication Services | 6.9% | $30.8m | 150,972 | – | new |
| 6 | CMA COMERICA INC | 6.5% | $29.0m | 333,648 | – | new | |
| 7 | DAY DAYFORCE INC | 5.6% | $24.9m | 359,887 | – | new | |
| 8 | CHART INDS INC | 5.6% | $24.8m | 120,283 | 2% | added | |
| 9 | TXNM TXNM ENERGY INC | Utilities | 5.0% | $22.4m | 379,851 | -3% | reduced |
| 10 | AES AES CORP | Utilities | 4.1% | $18.4m | 1,280,832 | – | new |
| 11 | EXK EXACT SCIENCES CORP | Basic Materials | 4.0% | $18.0m | 177,379 | – | new |
| 12 | ECHO ECHOSTAR CORP | Communication Services | 3.4% | $15.0m | 137,935 | -29% | reduced |
| 13 | VUG VANGUARD INDEX FDS | 3.0% | $13.2m | 27,100 | 0% | held | |
| 14 | CDTX CIDARA THERAPEUTICS INC | 2.0% | $9.1m | 41,414 | – | new | |
| 15 | CATBUSD ASTRIA THERAPEUTICS INC | 2.0% | $9.0m | 689,735 | – | new | |
| 16 | BXSEUR CADENCE BANK | 2.0% | $9.0m | 210,338 | – | new | |
| 17 | BRK/B BERKSHIRE HATHAWAY INC DEL | 1.8% | $8.0m | 16,000 | 0% | held | |
| 18 | VTV VANGUARD INDEX FDS | 1.6% | $7.3m | 38,000 | 0% | held | |
| 19 | ANYWHERE REAL ESTATE INC | 1.6% | $7.2m | 507,463 | 71% | added | |
| 20 | MARA MARA HOLDINGS INC | 1.4% | $6.2m | 7,400,000 | – | new | |
| 21 | COF CAPITAL ONE FINL CORP | Financial Services | 1.1% | $4.8m | 19,833 | 0% | held |
| 22 | CLEANSPARK INC | 0.9% | $4.2m | 4,000,000 | – | new | |
| 23 | IEUR ISHARES TR | 0.9% | $3.9m | 55,000 | 0% | held | |
| 24 | VGK VANGUARD INTL EQUITY INDEX F | 0.8% | $3.8m | 45,000 | 0% | held | |
| 25 | BBJP J P MORGAN EXCHANGE TRADED F | 0.8% | $3.6m | 55,000 | 0% | held | |
| 26 | AERCAP HOLDINGS NV | 0.8% | $3.6m | 25,000 | 0% | held | |
| 27 | MSFT MICROSOFT CORP | Technology | 0.6% | $2.9m | 6,000 | 0% | held |
| 28 | AMZN AMAZON COM INC | Consumer Cyclical | 0.6% | $2.9m | 12,500 | 0% | held |
| 29 | MSOS ADVISORSHARES TR | 0.6% | $2.8m | 593,782 | -43% | reduced | |
| 30 | IVE ISHARES TR | 0.5% | $2.1m | 10,000 | 0% | held | |
| 31 | KMB KIMBERLY-CLARK CORP | Consumer Defensive | 0.2% | $737.8k | 7,313 | – | new |
| 32 | EWJ ISHARES INC | 0.1% | $323.0k | 4,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.