Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Birnam Oak Advisors, LP (CIK 1997245) reported $440.6M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($61.8M, 14.02%), NSC ($43.6M, 9.89%), GTLS ($41.1M, 9.33%), CWAN ($40.7M, 9.23%), ACWI ($38.3M, 8.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $61.8M | 14.02% | 95,000 | New |
| 2 | NSC | NORFOLK SOUTHN CORP | $43.6M | 9.89% | 151,835 | Added |
| 3 | GTLS | CHART INDS INC | $41.1M | 9.33% | 198,940 | Added |
| 4 | CWAN | CLEARWATER ANALYTICS HLDGS I | $40.7M | 9.23% | 1.7M | New |
| 5 | ACWI | ISHARES TR | $38.3M | 8.69% | 276,800 | Hold |
| 6 | WBD | WARNER BROS DISCOVERY INC | $33.7M | 7.65% | 1.2M | New |
| 7 | PEN | PENUMBRA INC | $31.5M | 7.15% | 95,990 | New |
| 8 | KVUE | KENVUE INC | $24.3M | 5.53% | 1.4M | New |
| 9 | QRVO | QORVO INC | $18.0M | 4.08% | 232,010 | New |
| 10 | QQQ | INVESCO QQQ TR | $17.3M | 3.93% | 30,000 | New |
| 11 | SATS | ECHOSTAR CORP | $17.1M | 3.88% | 145,935 | Added |
| 12 | RVMD | REVOLUTION MEDICINES INC | $15.5M | 3.52% | 159,413 | New |
| 13 | UNF | UNIFIRST CORP MASS | $12.9M | 2.92% | 51,128 | New |
| 14 | PNM | TXNM ENERGY INC | $8.6M | 1.95% | 146,650 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.7M | 1.52% | 14,000 | Trimmed |
| 16 | VTV | VANGUARD INDEX FDS | $6.5M | 1.47% | 33,000 | Trimmed |
| 17 | IEUR | ISHARES TR | $3.9M | 0.88% | 55,000 | Hold |
| 18 | BBJP | J P MORGAN EXCHANGE TRADED F | $3.8M | 0.86% | 55,000 | Hold |
| 19 | VGK | VANGUARD INTL EQUITY INDEX F | $2.9M | 0.65% | 35,000 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $2.0M | 0.45% | 9,500 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $2.0M | 0.45% | 27,100 | Hold |
| 22 | BNO | UNITED STS BRENT OIL FD LP | $1.1M | 0.26% | 22,000 | New |
| 23 | MSFT | MICROSOFT CORP | $1.1M | 0.25% | 3,000 | Trimmed |
| 24 | IVE | ISHARES TR | $1.1M | 0.24% | 5,000 | Trimmed |
| 25 | GS | GOLDMAN SACHS GROUP INC | $845,990 | 0.19% | 1,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31