BIRNAM OAK ADVISORS, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
CLEARWATER ANALYTICS HLDGS I | CWAN | 1.72M | $40.66M |
 | KVUE | 1.41M | $24.35M |
 | WBD | 1.23M | $33.71M |
 | QRVO | 232K | $17.96M |
 | GTLS | 199K | $41.13M |
 | RVMD | 159K | $15.50M |
 | NSC | 152K | $43.58M |
 | SATS | 146K | $17.08M |
 | PEN | 96K | $31.52M |
 | VLRS | 75K | $544.14K |
 | UNF | 51K | $12.86M |
 | BRK-B | 14K | $6.71M |
 | FLL | 10K | $22.50K |
 | AMZN | 10K | $1.98M |
 | MS | 4K | $658.28K |
 | COF | 4K | $699.25K |
 | MSFT | 3K | $1.11M |
 | JPM | 2K | $588.32K |
 | V | 2K | $604.48K |
 | GS | 1K | $845.99K |
CLEARWATER ANALYTICS HLDGS I
CWAN
Shares Held
1.72M
Value
$40.66M
Kenvue Inc.
KVUE
Shares Held
1.41M
Value
$24.35M
Warner Bros. Discovery, Inc.
WBD
Shares Held
1.23M
Value
$33.71M
Qorvo, Inc.
QRVO
Shares Held
232K
Value
$17.96M
Chart Industries, Inc.
GTLS
Shares Held
199K
Value
$41.13M
Revolution Medicines, Inc.
RVMD
Shares Held
159K
Value
$15.50M
Norfolk Southern Corporation
NSC
Shares Held
152K
Value
$43.58M
EchoStar Corporation
SATS
Shares Held
146K
Value
$17.08M
Penumbra, Inc.
PEN
Shares Held
96K
Value
$31.52M
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.
VLRS
Shares Held
75K
Value
$544.14K
UniFirst Corporation
UNF
Shares Held
51K
Value
$12.86M
Berkshire Hathaway Inc.
BRK-B
Shares Held
14K
Value
$6.71M
Full House Resorts, Inc.
FLL
Shares Held
10K
Value
$22.50K
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$1.98M
Morgan Stanley
MS
Shares Held
4K
Value
$658.28K
Capital One Financial Corporation
COF
Shares Held
4K
Value
$699.25K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.11M
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$588.32K
Visa Inc.
V
Shares Held
2K
Value
$604.48K
The Goldman Sachs Group, Inc.
GS
Shares Held
1K
Value
$845.99K