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Showing Q3 2024 data
Birch Grove Capital LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Birch Grove Capital LP
•CIK: 1652355•Filing: Q3 2024
**Birch Grove Capital LP** manages a $10M AUM with a concentrated portfolio of three key positions. The fund exhibits a significant overweight to JEF, representing $8.8M of its total assets. Remaining allocations are split between SPY ($0.6M) and IWM ($0.1M), suggesting a tactical focus on specific fixed-income and broad market exposure. This structure indicates a highly concentrated, opportunistic approach to capital deployment.
Total AUM
$0
+ $682.9K in options
QoQ Performance
-100.0%
Positions
0
+ 2 options
Top 10 Concentration
100.0%
Latest Filing
Q3 2024
Top Holdings Allocation
SPY
IWM
SPY90.0%
IWM10.0%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
ETF90.0%
Other10.0%
🚪 Exited Positionssold since Q2 2024
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CHURCHILL CAPITAL CORP VII
SOLD
$28.4K
Changes from Q2 2024
↓2 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023