Birnam Oak Advisors, LP Portfolio Holdings

Birnam Oak Advisors, LP

  • $552 Billion
  • Q1 2025

Birnam Oak Advisors, LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $552 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Discover Financial Services with a value of $42.9B, Champion X Corp with a value of $42.5B, Hess Corp with a value of $35.2B, Ishares Msci Acwi ETF with a value of $32B, and Interpublic Group Of Companies, Inc. with a value of $15.7B.

Examining the 13F form we can see an increase of $346B in the current position value, from $206B to 552B.

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 $552 Billion
Consumer Cyclical: $281 Billion
Energy: $77.7 Billion
ETFs: $76.3 Billion
Financial Services: $50.8 Billion
Industrials: $24.4 Billion
Communication Services: $23.2 Billion
Healthcare: $10.5 Billion
Technology: $3.56 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.7B
$42.9 Billion 7.76% of portfolio
251,067
Q1 2025 Added 105.48%
$4.93B
$42.5 Billion 7.69% of portfolio
1,425,613
Q1 2025 Added 127.52%
$41B
$35.2 Billion 6.37% of portfolio
220,310
Q1 2025 Added 62.82%
$0
$32 Billion 5.79% of portfolio
274,800
Q1 2025 Reduced 2.14%
$9.51B
$15.7 Billion 2.84% of portfolio
577,581
Q1 2025 Added 125.41%
$3.9B
$11.9 Billion 2.15% of portfolio
344,000
Q1 2025 New
$0
$10 Billion 1.82% of portfolio
27,100
Q4 2024 New
$662B
$7.99 Billion 1.45% of portfolio
15,000
Q4 2024 New
$8.97B
$7.53 Billion 1.36% of portfolio
210,000
Q1 2025 New
$0
$6.56 Billion 1.19% of portfolio
38,000
Q4 2024 New
Contextlogic Inc
-
$5.36 Billion 0.97% of portfolio
-
Q1 2025 Reduced 1.32%
$0
$3.31 Billion 0.6% of portfolio
55,000
Q4 2024 New
$0
$3.16 Billion 0.57% of portfolio
45,000
Q4 2024 New
$0
$3.09 Billion 0.56% of portfolio
55,000
Q4 2024 New
$28.1B
$2.55 Billion 0.46% of portfolio
25,000
Q4 2024 New
$2.1T
$2.38 Billion 0.43% of portfolio
12,500
Q4 2024 New
$3.43T
$1.88 Billion 0.34% of portfolio
5,000
Q4 2024 New
$1.27B
$1.65 Billion 0.3% of portfolio
121,000
Q1 2025 Added 77.94%
$1.67B
$1.15 Billion 0.21% of portfolio
45,540
Q1 2025 New
$0
$274 Million 0.05% of portfolio
4,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $552 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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