BIRNAM OAK ADVISORS, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AES | 1.28M | $18.37M |
 | FYBR | 1.02M | $38.66M |
 | ATXS | 690K | $9.03M |
 | HOUS | 507K | $7.19M |
 | CMA | 334K | $29.00M |
 | CADE | 210K | $9.01M |
 | EXAS | 177K | $18.01M |
 | EA | 151K | $30.85M |
 | SATS | 138K | $14.99M |
 | NSC | 123K | $35.38M |
 | GTLS | 120K | $24.81M |
 | CYBR | 102K | $45.31M |
 | CDTX | 41K | $9.15M |
 | AER | 25K | $3.59M |
 | COF | 20K | $4.81M |
 | BRK-B | 16K | $8.04M |
 | AMZN | 13K | $2.89M |
 | KMB | 7K | $737.81K |
 | MSFT | 6K | $2.90M |
The AES Corporation
AES
Shares Held
1.28M
Value
$18.37M
Frontier Communications Parent, Inc.
FYBR
Shares Held
1.02M
Value
$38.66M
Astria Therapeutics, Inc.
ATXS
Shares Held
690K
Value
$9.03M
Anywhere Real Estate Inc.
HOUS
Shares Held
507K
Value
$7.19M
Comerica Incorporated
CMA
Shares Held
334K
Value
$29.00M
Cadence Bank
CADE
Shares Held
210K
Value
$9.01M
Exact Sciences Corporation
EXAS
Shares Held
177K
Value
$18.01M
Electronic Arts Inc.
EA
Shares Held
151K
Value
$30.85M
EchoStar Corporation
SATS
Shares Held
138K
Value
$14.99M
Norfolk Southern Corporation
NSC
Shares Held
123K
Value
$35.38M
Chart Industries, Inc.
GTLS
Shares Held
120K
Value
$24.81M
CyberArk Software Ltd.
CYBR
Shares Held
102K
Value
$45.31M
Cidara Therapeutics, Inc.
CDTX
Shares Held
41K
Value
$9.15M
AerCap Holdings N.V.
AER
Shares Held
25K
Value
$3.59M
Capital One Financial Corporation
COF
Shares Held
20K
Value
$4.81M
Berkshire Hathaway Inc.
BRK-B
Shares Held
16K
Value
$8.04M
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.89M
Kimberly-Clark Corporation
KMB
Shares Held
7K
Value
$737.81K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.90M