Birnam Oak Advisors
Birnam Oak Advisors reported 37 stocks worth $612M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ACWI (9.9%), Chart Inds Inc (9.8%) and KVUE (9.4%). Compared with Q1 2026, the fund opened new positions in ROKU, AES and D, added to ACWI, KVUE and NSC, trimmed RVMD and sold out of SPY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ACWI Ishares TR | $60.4M | 9.9% | 385K | +108K (+39%) | 7 of 7 | |
| 2 | CHART INDS INC | $59.6M | 9.8% | 285K | +86K (+43%) | 4 of 7 | |
| 3 |  KVUE Kenvue Inc | $57.4M | 9.4% | 3M | +1.6M (+113%) | 2 of 7 | |
| 4 |  NSC Norfolk Southn Corp | $56.5M | 9.2% | 180K | +28K (+18%) | 4 of 7 | |
| 5 | WARNER BROS DISCOVERY IN | $54.6M | 8.9% | 2M | +819K (+67%) | 2 of 7 | |
| 6 |  PEN Penumbra Inc | $54.1M | 8.8% | 171K | +75K (+78%) | 2 of 7 | |
| 7 |  UNF Unifirst Corp Mass | $45.3M | 7.4% | 171K | +120K (+235%) | 2 of 7 | |
| 8 |  ROKU Roku Inc Class A | $40.1M | 6.5% | 290K | New position | 1 of 7 | |
| 9 | QORVO INC | $23.3M | 3.8% | 250K | +18K (+8%) | 2 of 7 | |
| 10 |  RVMD Revolution Medicines Inc | $20.2M | 3.3% | 108K | −52K (−32%) | 2 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
CLEARWATER ANALYTICS HLDGS I | $40.7M | 1.7M |
 SPY Spdr S&P 500 ETF TR | $3.3M | 5,000 |
Options
valued at the underlying shares
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Birnam Oak Advisors 13F FAQ
What does Birnam Oak Advisors own?
Birnam Oak Advisors reported 37 stocks worth $612M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ACWI (9.9%), Chart Inds Inc (9.8%) and KVUE (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Birnam Oak Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 18 added to, 1 trimmed and 2 sold out. New positions include ROKU, AES and D. It sold all of SPY.
When will Birnam Oak Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Birnam Oak Advisors's portfolio worth?
The Q2 2026 filing reports $612M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.