Birnam Oak Advisors, LP Portfolio Holdings by Sector

Birnam Oak Advisors, LP

$338 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ACWI VUG VTV IEUR VGK BBJP IVE EWJ 8 stocks	$67 Million 19.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy HES HES 2 stocks	$52.7 Million 15.56% of portfolio	2	-	1	-	1 Calls 0 Puts
Packaged Foods \| Consumer Defensive K 1 stocks	$37.6 Million 11.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy CHX 1 stocks	$36.8 Million 10.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IPG 1 stocks	$27 Million 7.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services FYBR 1 stocks	$26.8 Million 7.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ANSS 1 stocks	$26.6 Million 7.86% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TGI 1 stocks	$18.7 Million 5.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PNM 1 stocks	$15.2 Million 4.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$7.29 Million 2.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical FL 1 stocks	$4.91 Million 1.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services DNB 1 stocks	$4.45 Million 1.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$4.22 Million 1.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2.98 Million 0.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$2.93 Million 0.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.74 Million 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Department Stores \| Consumer Cyclical KSS 1 stocks	$678,400 0.2% of portfolio	-	1	-	-	1 Calls 0 Puts

Track This Portfolio

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.