Birnam Oak Advisors, LP
•CIK: 1997245•Filing: Q4 2025
**Birnam Oak Advisors, LP** manages $447M across a concentrated portfolio of 32 positions. The fund exhibits significant allocations to financial and technology sectors, notably holding UBS at $45.3M and ACWI at $39.2M. Further substantial exposure includes FYBR ($38.7M), NSC ($35.4M), and EA ($30.8M). This structure suggests a tactical, large-cap tilt across diverse market segments.
Total AUM
$436.2M
QoQ Performance
+6.9%
Positions
27
Top 10 Concentration
70.8%
Latest Filing
Q4 2025
Top Holdings Allocation
CYBR
ACWI
FYBR
NSC
EA
CMA
DAY
GTLS
CYBR10.4%
ACWI9.0%
FYBR8.9%
NSC8.1%
EA7.1%
CMA6.6%
DAY5.7%
GTLS5.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.7%
Financial2.9%
Technology0.7%
Consumer0.7%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW9 new positions
↑5 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024