Stock Taper 
BIRNAM OAK ADVISORS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kenvue Inc. | KVUE | 3.01M | $57.43M |
 Warner Bros. Discovery, Inc. | WBD | 2.05M | $54.57M |
 The AES Corporation | AES | 1.23M | $17.98M |
 Roku, Inc. | ROKU | 290K | $40.06M |
 Qorvo, Inc. | QRVO | 249.88K | $23.31M |
 Norfolk Southern Corporation | NSC | 179.72K | $56.54M |
 Penumbra, Inc. | PEN | 171.28K | $54.08M |
 UniFirst Corporation | UNF | 171.15K | $45.26M |
 Dominion Energy, Inc. | D | 150K | $10.24M |
 Controladora Vuela Compañía de Aviación, S.A.B. de C.V. | VLRS | 130.16K | $1.22M |
 Revolution Medicines, Inc. | RVMD | 107.64K | $20.16M |
 Viasat, Inc. | VSAT | 40.99K | $3.68M |
| EA ELECTRONIC ARTS INC | EA | 39.41K | $8.08M |
 Berkshire Hathaway Inc. | BRK-B | 15K | $7.51M |
 Amazon.com, Inc. | AMZN | 9.5K | $2.26M |
 Morgan Stanley | MS | 4K | $836.16K |
 Capital One Financial Corporation | COF | 3.83K | $768.98K |
 Microsoft Corporation | MSFT | 3K | $1.12M |
 Apple Inc. | AAPL | 3K | $868.08K |
 American Express Company | AXP | 2K | $676.5K |