BIRNAM OAK ADVISORS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IPG | 1.36M | $38.03M |
 | FYBR | 1.01M | $37.79M |
 | CORZ | 646K | $11.60M |
 | SCS | 625K | $10.74M |
 | SPR | 391K | $15.08M |
 | HOUS | 297K | $3.14M |
 | K | 237K | $19.48M |
 | SATS | 193K | $14.73M |
 | GTLS | 118K | $23.66M |
 | LION | 100K | $690.00K |
 | NSC | 96K | $28.87M |
 | CYBR | 94K | $45.50M |
 | AER | 25K | $3.02M |
 | COF | 20K | $4.22M |
 | BRK-B | 16K | $8.04M |
 | AMZN | 13K | $2.74M |
 | MSFT | 6K | $3.11M |
The Interpublic Group of Companies, Inc.
IPG
Shares Held
1.36M
Value
$38.03M
Frontier Communications Parent, Inc.
FYBR
Shares Held
1.01M
Value
$37.79M
Core Scientific, Inc.
CORZ
Shares Held
646K
Value
$11.60M
Steelcase Inc.
SCS
Shares Held
625K
Value
$10.74M
Spirit AeroSystems Holdings, Inc.
SPR
Shares Held
391K
Value
$15.08M
Anywhere Real Estate Inc.
HOUS
Shares Held
297K
Value
$3.14M
Kellanova
K
Shares Held
237K
Value
$19.48M
EchoStar Corporation
SATS
Shares Held
193K
Value
$14.73M
Chart Industries, Inc.
GTLS
Shares Held
118K
Value
$23.66M
Lionsgate Studios Corp.
LION
Shares Held
100K
Value
$690.00K
Norfolk Southern Corporation
NSC
Shares Held
96K
Value
$28.87M
CyberArk Software Ltd.
CYBR
Shares Held
94K
Value
$45.50M
AerCap Holdings N.V.
AER
Shares Held
25K
Value
$3.02M
Capital One Financial Corporation
COF
Shares Held
20K
Value
$4.22M
Berkshire Hathaway Inc.
BRK-B
Shares Held
16K
Value
$8.04M
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.74M
Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.11M