Birnam Oak Advisors, LP
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Birnam Oak Advisors, LP
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 13.28% | 58.531 M $ | 90000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NSC | NORFOLK SOUTHN CORP | 9.89% | 43.577 M $ | 151835 | 2025/09/30 | -210.772 K $ | -0.60 % |
| 2026/03/31 | GTLS | CHART INDS INC | 9.33% | 41.131 M $ | 198940 | 2025/09/30 | 62.547 K $ | 0.25 % |
| 2026/03/31 | CWAN | CLEARWATER ANALYTICS HLDGS I | 9.23% | 40.658 M $ | 1719139 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ACWI | ISHARES TR | 8.69% | 38.301 M $ | 276800 | 2024/12/31 | -863.616 K $ | -2.21 % |
| 2026/03/31 | WBD | WARNER BROS DISCOVERY INC | 7.65% | 33.715 M $ | 1227776 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PEN | PENUMBRA INC | 7.15% | 31.520 M $ | 95990 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | KVUE | KENVUE INC | 5.53% | 24.348 M $ | 1412271 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | QRVO | QORVO INC | 4.08% | 17.958 M $ | 232010 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 3.93% | 17.315 M $ | 30000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SATS | ECHOSTAR CORP | 3.88% | 17.085 M $ | 145935 | 2025/09/30 | 1.155 M $ | 7.70 % |
| 2026/03/31 | RVMD | REVOLUTION MEDICINES INC | 3.52% | 15.503 M $ | 159413 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | UNF | UNIFIRST CORP MASS | 2.92% | 12.863 M $ | 51128 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TXNM ENERGY INC | 1.95% | 8.573 M $ | 146650 | 2025/06/30 | 6.746 M $ | 30.16 % | |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.52% | 6.709 M $ | 14000 | 2024/12/31 | -375.199 K $ | -4.67 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 1.47% | 6.475 M $ | 33000 | 2024/12/31 | 197.979 K $ | 2.73 % |
| 2026/03/31 | IEUR | ISHARES TR | 0.88% | 3.865 M $ | 55000 | 2024/12/31 | -39.050 K $ | -1.00 % |
| 2026/03/31 | BBJP | J P MORGAN EXCHANGE TRADED F | 0.86% | 3.790 M $ | 55000 | 2024/12/31 | 165.000 K $ | 4.55 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.74% | 3.252 M $ | 5000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VGK | VANGUARD INTL EQUITY INDEX F | 0.65% | 2.885 M $ | 35000 | 2024/12/31 | -53.099 K $ | -1.41 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.45% | 1.979 M $ | 9500 | 2024/12/31 | -281.874 K $ | -9.77 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.45% | 1.973 M $ | 27100 | 2024/12/31 | -1.384 M $ | -10.47 % |
| 2026/03/31 | BNO | UNITED STS BRENT OIL FD LP | 0.26% | 1.144 M $ | 22000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.25% | 1.111 M $ | 3000 | 2024/12/31 | -680.699 K $ | -23.46 % |
| 2026/03/31 | IVE | ISHARES TR | 0.24% | 1.056 M $ | 5000 | 2024/12/31 | -9.199 K $ | -0.43 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.19% | 845.990 K $ | 1000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CZR | CAESARS ENTERTAINMENT INC NE | 0.16% | 726.825 K $ | 27500 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | COF | CAPITAL ONE FINL CORP | 0.16% | 699.254 K $ | 3833 | 2025/06/30 | -1.189 M $ | -24.73 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.15% | 658.280 K $ | 4000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | V | VISA INC | 0.14% | 604.480 K $ | 2000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.13% | 588.320 K $ | 2000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VLRS | CONTROLADORA VUELA COMP DE A | 0.12% | 544.144 K $ | 75158 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EWJ | ISHARES INC | 0.08% | 337.760 K $ | 4000 | 2024/12/31 | 14.800 K $ | 4.58 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 0.07% | 302.480 K $ | 1000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FLL | FULL HSE RESORTS INC | 0.01% | 22.501 K $ | 10000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MSOS | ADVISORSHARES TR | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | AES | AES CORP | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AER | AERCAP HOLDINGS NV | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CYBR | CYBERARK SOFTWARE LTD | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | CDAY | DAYFORCE INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CLEANSPARK INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | MARA HOLDINGS INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | CADE | CADENCE BANK | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ATXS | ASTRIA THERAPEUTICS INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FYBR | FRONTIER COMMUNICATIONS PARE | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HOUS | ANYWHERE REAL ESTATE INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | EXAS | EXACT SCIENCES CORP | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CDTX | CIDARA THERAPEUTICS INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CMA | COMERICA INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EA | ELECTRONIC ARTS INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | KMB | KIMBERLY-CLARK CORP | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |