Long-term investor
Birnam Oak Advisors, LP @birnamoakadvisorslp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001997245).
Record
- Tracked since 2025-06-30 (454 days), 120 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +838.0% · all +838.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464288257 · 9.8% · long · since 2025-06-30
- 16115Q308 · 9.7% · long · since 2025-09-30
- KVUE · 9.3% · long · since 2026-03-31
- 655844108 · 9.2% · long · since 2025-09-30
- 934423104 · 8.9% · long · since 2026-03-31
- PEN · 8.8% · long · since 2026-03-31
- 904708104 · 7.3% · long · since 2026-03-31
- ROKU · 6.5% · long · since 2026-06-30
- QRVO · 3.8% · long · since 2026-03-31
- RVMD · 3.3% · long · since 2026-03-31
- ECHO · 3.1% · long · since 2025-09-30
- AES · 2.9% · long · since 2025-12-31