The Analysis of Birnam Oak Advisors, LP's Holdings

Currently, Birnam Oak Advisors, LP holds 29 types of securities in its portfolio with a total value $407.9M. In the most recent quarter, they have increased their positions in CYBR (+94.2K shares, valued at $45.5M), VRNA (+277.6K shares, valued at $29.6M), NSC (+96.1K shares, valued at $28.9M); decreased their positions in K (-235.0K shares, valued at $19.3M); initiated new positions in CYBR (+94.2K shares, valued at $45.5M), VRNA (+277.6K shares, valued at $29.6M), NSC (+96.1K shares, valued at $28.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CYBR CYBERARK SOFTWARE LTD94.2K sharesnew addition2025-09-302025-11-14

ACWI ISHARES TR276.8K shares0.00%2025-09-302025-11-14

IPG INTERPUBLIC GROUP COS INC1.4M shares23.40%2025-09-302025-11-14

FYBR FRONTIER COMMUNICATIONS PARE1.0M shares37.37%2025-09-302025-11-14

VRNA VERONA PHARMA PLC277.6K sharesnew addition2025-09-302025-11-14

NSC NORFOLK SOUTHN CORP96.1K sharesnew addition2025-09-302025-11-14

GTLS CHART INDS INC118.2K sharesnew addition2025-09-302025-11-14

TXNM TXNM ENERGY INC389.9K shares44.93%2025-09-302025-11-14

Sponsored

K KELLANOVA237.5K shares-49.74%2025-09-302025-11-14

SPR SPIRIT AEROSYSTEMS HLDGS INC390.8K sharesnew addition2025-09-302025-11-14

SATS ECHOSTAR CORP192.9K sharesnew addition2025-09-302025-11-14

VUG VANGUARD INDEX FDS27.1K shares0.00%2025-09-302025-11-14

CORZ CORE SCIENTIFIC INC NEW646.3K sharesnew addition2025-09-302025-11-14

SCS STEELCASE INC624.5K sharesnew addition2025-09-302025-11-14

COOP MR COOPER GROUP INC43.1K sharesnew addition2025-09-302025-11-14

BRK.B BERKSHIRE HATHAWAY INC DEL16.0K shares6.67%2025-09-302025-11-14

Sponsored

VTV VANGUARD INDEX FDS38.0K shares0.00%2025-09-302025-11-14

MSOS ADVISORSHARES TR1.0M sharesnew addition2025-09-302025-11-14

COF CAPITAL ONE FINL CORP19.8K shares0.00%2025-09-302025-11-14

IEUR ISHARES TR55.0K shares0.00%2025-09-302025-11-14

BBJP J P MORGAN EXCHANGE TRADED F55.0K shares0.00%2025-09-302025-11-14

VGK VANGUARD INTL EQUITY INDEX F45.0K shares0.00%2025-09-302025-11-14

HOUS ANYWHERE REAL ESTATE INC296.9K sharesnew addition2025-09-302025-11-14

MSFT MICROSOFT CORP6.0K shares0.00%2025-09-302025-11-14

Sponsored

AER AERCAP HOLDINGS NV25.0K shares0.00%2025-09-302025-11-14

AMZN AMAZON COM INC12.5K shares0.00%2025-09-302025-11-14

IVE ISHARES TR10.0K shares0.00%2025-09-302025-11-14

LION2 LIONSGATE STUDIOS CORP100.0K sharesnew addition2025-09-302025-11-14

EWJ ISHARES INC4.0K shares0.00%2025-09-302025-11-14

Call Option Holdings

KSS Call CallKOHLS CORP50.0K shares-37.50%2025-09-302025-11-14

Put Option Holdings

ARKK Put PutARK ETF TR180.0K sharesnew addition2025-09-302025-11-14

OKLO Put PutOKLO INC100.0K sharesnew addition2025-09-302025-11-14