Fund HoldingsBirnam Oak Advisors, LP

Total Portfolio Value
$446.51M
Total Bought
$162.13M
Total Sold
$164.90M
Net Transaction
-$2.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELECTRONIC ARTS INC(EA)0150,972+150,972030,8486.91%+30,848
COMERICA INC0333,648+333,648029,0046.50%+29,004
DAYFORCE INC0359,887+359,887024,8905.57%+24,890
AES CORP(AES)01,280,832+1,280,832018,3674.11%+18,367
EXACT SCIENCES CORP(EXK)0177,379+177,379018,0154.03%+18,015
CIDARA THERAPEUTICS INC041,414+41,41409,1482.05%+9,148
ASTRIA THERAPEUTICS INC0689,735+689,73509,0292.02%+9,029
CADENCE BANK0210,338+210,33809,0112.02%+9,011
NORFOLK SOUTHN CORP(NSC)96,100122,542+26,44228,86935,3807.92%+6,511
MARA HOLDINGS INC(MARA)00006,1941.39%+6,194
CLEANSPARK INC(CLSK)00004,1580.93%+4,158
ANYWHERE REAL ESTATE INC296,942507,463+210,5213,1457,1861.61%+4,041
CHART INDS INC(GTLS)118,223120,283+2,06023,66224,8065.56%+1,144
ISHARES TR276,800276,800038,26539,1648.77%+900
FRONTIER COMMUNICATIONS PARE1,011,7681,015,468+3,70037,79038,6598.66%+869
KIMBERLY-CLARK CORP(KMB)07,313+7,31307380.17%+738
CAPITAL ONE FINL CORP(COF)19,83319,83304,2164,8071.08%+591
AERCAP HOLDINGS NV(AER)25,00025,00003,0253,5940.80%+569
ISHARES INC
MSCI JAPAN ETF
04,000+4,00003230.07%+323
TXNM ENERGY INC(TXNM)389,851379,851-10,00022,04622,3665.01%+320
ECHOSTAR CORP(ECHO)192,935137,935-55,00014,73314,9943.36%+261
VANGUARD INDEX FDS27,10027,100012,99713,2212.96%+224
VANGUARD INTL EQUITY INDEX F45,00045,00003,5913,7620.84%+171
VANGUARD INDEX FDS38,00038,00007,0877,2581.63%+171
ISHARES TR
CORE MSCI EURO
55,00055,00003,7473,9040.87%+157
AMAZON COM INC(AMZN)12,50012,50002,7452,8850.65%+141
ISHARES TR10,00010,00002,0652,1210.47%+56
BERKSHIRE HATHAWAY INC DEL16,00016,00008,0448,0421.80%-1
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
55,00055,00003,6483,6250.81%-23
CYBERARK SOFTWARE LTD94,184101,581+7,39745,50545,31110.15%-194
MICROSOFT CORP(MSFT)6,0006,00003,1082,9020.65%-206
ISHARES INC
MSCI JAPAN ETF
4,0000-4,0003210-321
LIONSGATE STUDIOS CORP(LION)100,0000-100,0006900-690
KOHLS CORP(KSS)(Call)50,0000-50,0007690-768
ADVISORSHARES TR
PURE US CANN ETF
1,045,655593,782-451,8735,0092,8030.63%-2,206
MR COOPER GROUP INC43,1000-43,1009,0850-9,085
STEELCASE INC624,5440-624,54410,7420-10,742
OKLO INC(OKLO)(Put)100,0000-100,00011,1630-11,163
CORE SCIENTIFIC INC NEW(CORZ)646,3230-646,32311,5950-11,595
SPIRIT AEROSYSTEMS HLDGS INC390,8000-390,80015,0850-15,085
ARK ETF TR(Put)
INNOVATION ETF
180,0000-180,00015,5340-15,534
KELLANOVA237,4910-237,49119,4790-19,479
VERONA PHARMA PLC277,6040-277,60429,6230-29,623
INTERPUBLIC GROUP COS INC1,362,6210-1,362,62138,0310-38,031
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