Holdings
Birnam Oak Advisors, LP
As of Jun 30, 2026, Birnam Oak Advisors, LP reported 29 positions worth US$512M. Largest: Chart Industries, Inc., Kenvue Inc. and Norfolk Southern Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Chart Industries, Inc. | 285K | US$59.6M | +86,459 | Jun 30, 2026 |
| Kenvue Inc. | 3.01M | US$57.4M | +1.59M | Jun 30, 2026 |
| Norfolk Southern Corporation | 180K | US$56.5M | +27,884 | Jun 30, 2026 |
| Warner Bros. Discovery, Inc. - Series A | 2.05M | US$54.6M | +819K | Jun 30, 2026 |
| Penumbra, Inc. | 171K | US$54.1M | +75,287 | Jun 30, 2026 |
| Unifirst Corporation | 171K | US$45.3M | +120K | Jun 30, 2026 |
| Roku, Inc. | 290K | US$40.1M | new | Jun 30, 2026 |
| Qorvo, Inc. | 250K | US$23.3M | +17,874 | Jun 30, 2026 |
| Revolution Medicines, Inc. | 108K | US$20.2M | −51,769 | Jun 30, 2026 |
| Echostar Corporation | 187K | US$19M | +41,493 | Jun 30, 2026 |