BO
| |
Birnam Oak Advisors, LP13F | |
| Birnam Oak Advisors, LP | |
| Last update 2025-05-14 | 29 Stocks (3 new) |
| Value $552.00 Mil | Turnover 16 % |
Birnam Oak Advisors, LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA
PUT
| Tesla Inc | 1,051,000 | 272,377.2 | 0% | 49.310 | 0% | 0.030 | +17.98% | -21.91% | 1,015,728.5 | Vehicles & Parts | |
DFS | Discover Financial Services | 251,067 | 42,857.1 | +105.48% | 7.760 | +3.98% | 0.100 | +2.43% | +15.88% | 50,343.3 | Credit Services | |
CHX | ChampionX Corp | 1,425,613 | 42,483.3 | +127.52% | 7.690 | +4.31% | 0.740 | -4.76% | -2.84% | 5,004.2 | Oil & Gas | |
HES | Hess Corp | 220,310 | 35,190.1 | +62.82% | 6.370 | +2.46% | 0.070 | -2.59% | +9.04% | 44,544.3 | Oil & Gas | |
ACWI | iShares MSCI ACWI Index Fund | 274,800 | 31,984.0 | -2.14% | 5.790 | -0.34% | 0.160 | +15.84% | +11.31% | 22,453.9 | ||
IPG |
The Interpublic Group of Companies Inc
The Interpublic Group of Companies Inc
| 577,581 | 15,687.1 | +125.41% | 2.840 | +1.58% | 0.160 | +4.70% | -7.04% | 9,383.9 | Media - Diversified | |
SPR | Spirit AeroSystems Holdings Inc | 344,000 | 11,854.3 | New Holding | 2.150 | +2.15% | 0.290 | +19.57% | +13.64% | 4,543.8 | Aerospace & Defense | |
UNH
PUT
| UnitedHealth Group Inc | 20,000 | 10,475.0 | 0% | 1.900 | 0% | 0.000 | -42.50% | -38.31% | 279,898.2 | Healthcare Plans | |
VUG | Vanguard Growth ETF | 27,100 | 10,049.2 | 0% | 1.820 | 0% | 0.010 | +24.44% | +7.95% | 152,432.4 | ||
BA
PUT
| Boeing Co | 52,000 | 8,868.6 | 0% | 1.610 | 0% | 0.010 | +43.08% | +21.99% | 162,804.9 | Aerospace & Defense |
Birnam Oak Advisors, LP's Historical Top Holdings Breakdowns
Birnam Oak Advisors, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VSTS | Vestis Corp | 2025-03-31 | Sold Out Sold Out | -10.41% | 9.9 ($13.27) 16.45 | $6.15 | -53.65% | Sold Out | 0 | -1,407,240 | |
AMED | Amedisys Inc | 2025-03-31 | Sold Out Sold Out | -7.68% | 90.44 ($92.19) 92.9 | $96.10 | 4.24% | Sold Out | 0 | -174,383 | |
| HCP Unlock Delisted | HashiCorp Inc | 2025-03-31 | Sold Out Sold Out | -5.96% | 33.99 ($34.32) 34.81 | $34.78 | 1.34% | Sold Out | 0 | -359,000 | |
CHX | ChampionX Corp | 2025-03-31 | Add Add | +4.31% | 27.3 ($29.2) 31.27 | $26.14 | -10.48% | Add 127.52% | 1,425,613 | 799,025 | |
| DFS Unlock Delisted | Discover Financial Services | 2025-03-31 | Add Add | +3.98% | 152.99 ($182.9) 203.25 | $200.05 | 9.38% | Add 105.48% | 251,067 | 128,880 | |
HES | Hess Corp | 2025-03-31 | Add Add | +2.46% | 135.42 ($147.03) 160.52 | $144.03 | -2.04% | Add 62.82% | 220,310 | 85,000 | |
SPR | Spirit AeroSystems Holdings Inc | 2025-03-31 | New Buy New Buy | +2.15% | 32.17 ($34.16) 35.61 | $38.73 | 13.38% | New holding | 344,000 | 344,000 | |
RPD | Rapid7 Inc | 2025-03-31 | Sold Out Sold Out | -2.15% | 26.51 ($34) 39.81 | $24.37 | -28.32% | Sold Out | 0 | -110,000 | |
IPG |
The Interpublic Group of Companies Inc
The Interpublic Group of Companies Inc
| 2025-03-31 | Add Add | +1.58% | 25.93 ($27.43) 29.28 | $25.38 | -7.47% | Add 125.41% | 577,581 | 321,343 | |
FYBR | Frontier Communications Parent Inc | 2025-03-31 | New Buy New Buy | +1.36% | 34.83 ($35.72) 36.05 | $36.50 | 2.18% | New holding | 210,000 | 210,000 |
Birnam Oak Advisors, LP Total Holding History ($B)
Birnam Oak Advisors, LP's Asset Allocation
Birnam Oak Advisors, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Birnam Oak Advisors, LP's Hypothetical Growth since 2025-03-31
Birnam Oak Advisors, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Birnam Oak Advisors, LP's Holdings Heat Map
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Birnam Oak Advisors, LP's Holdings Bubble Chart
Birnam Oak Advisors, LP News
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