Birnam Oak Advisors, LP — 13F holdings

Birnam Oak Advisors, LP reported 60 holdings worth $616M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ACWI ISHARES TR — $60.4M (9.8%)
2. CHART INDS INC — $59.6M (9.7%)
3. KVUE KENVUE INC — $57.4M (9.3%)
4. NSC NORFOLK SOUTHN CORP — $56.5M (9.2%)
5. WBD WARNER BROS DISCOVERY INC — $54.6M (8.9%)
6. PEN PENUMBRA INC — $54.1M (8.8%)
7. UNF UNIFIRST CORP MASS — $45.3M (7.3%)
8. ROKU ROKU INC — $40.1M (6.5%)
9. QRVO QORVO INC — $23.3M (3.8%)
10. ECHO ECHOSTAR CORP — $22.1M (3.6%)