Birnam Oak Advisors, LP
Top Portfolio Positions
26 positions ·
$381,961,253 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
95,000 | $61,782,300 | 16.18% | |
| NSC |
Norfolk Southern Corp
Industrials
|
151,835 | $43,576,645 | 11.41% | |
| GTLS |
Chart Industries Inc
Industrials
|
198,940 | $41,130,844 | 10.77% | |
| CWAN |
Clearwater Analytics Holdings, Inc.
Technology
|
1,719,139 | $40,657,637 | 10.64% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
1,227,776 | $33,714,728 | 8.83% | |
| PEN |
Penumbra Inc
Healthcare
|
95,990 | $31,520,236 | 8.25% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
1,412,271 | $24,347,551 | 6.37% | |
| QRVO |
Qorvo, Inc.
Technology
|
232,010 | $17,957,573 | 4.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
30,000 | $17,315,400 | 4.53% | |
| SATS |
EchoStar CORP
Communication Services
|
145,935 | $17,084,609 | 4.47% |
Portfolio Trend
6 quarters · across all stocks
Holdings in PEN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,520,236 | 95,990 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||