Birnam Oak Advisors, LP has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $338 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hess Corp with a value of $48.5B, Kellogg CO with a value of $37.6B, Champion X Corp with a value of $36.8B, Ishares Msci Acwi ETF with a value of $35.6B, and Interpublic Group Of Companies, Inc. with a value of $27B.

Examining the 13F form we can see an decrease of $214B in the current position value, from $552B to 338B.

Birnam Oak Advisors, LP is based out at New York, NY

Below you can find more details about Birnam Oak Advisors, LP portfolio as well as his latest detailed transactions.

Portfolio value $338 Billion
Energy: $89.5 Billion
ETFs: $67 Billion
Communication Services: $53.8 Billion
Consumer Defensive: $37.6 Billion
Technology: $29.6 Billion
Industrials: $21.6 Billion
Financial Services: $16 Billion
Utilities: $15.2 Billion
Other: $8.33 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $338 Billion
  • Prior Value $552 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Birnam Oak Advisors, LP Portfolio

Follow Birnam Oak Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Birnam Oak Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Birnam Oak Advisors, LP with notifications on news.