The Analysis of Birnam Oak Advisors, LP's Holdings
Currently, Birnam Oak Advisors, LP holds 32 types of securities in its portfolio with a total value $446.5M. In the most recent quarter, they have increased their positions in EA (+151.0K shares, valued at $30.8M), CMA (+333.6K shares, valued at $29.0M), DAY (+359.9K shares, valued at $24.9M); decreased their positions in SATS (-55.0K shares, valued at $6.0M), MSOS (-451.9K shares, valued at $2.1M), TXNM (-10.0K shares, valued at $588.8K); initiated new positions in EA (+151.0K shares, valued at $30.8M), CMA (+333.6K shares, valued at $29.0M), DAY (+359.9K shares, valued at $24.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CYBR CYBERARK SOFTWARE LTD101.6K shares7.85%2025-12-312026-02-17
ACWI ISHARES TR276.8K shares0.00%2025-12-312026-02-17 FYBR FRONTIER COMMUNICATIONS PARE1.0M shares0.37%2025-12-312026-02-17 NSC NORFOLK SOUTHN CORP122.5K shares27.52%2025-12-312026-02-17 EA ELECTRONIC ARTS INC151.0K sharesnew addition2025-12-312026-02-17 CMA COMERICA INC333.6K sharesnew addition2025-12-312026-02-17 DAY DAYFORCE INC359.9K sharesnew addition2025-12-312026-02-17 GTLS CHART INDS INC120.3K shares1.74%2025-12-312026-02-17 TXNM TXNM ENERGY INC379.9K shares-2.57%2025-12-312026-02-17 AES AES CORP1.3M sharesnew addition2025-12-312026-02-17 EXAS EXACT SCIENCES CORP177.4K sharesnew addition2025-12-312026-02-17 SATS ECHOSTAR CORP137.9K shares-28.51%2025-12-312026-02-17 VUG VANGUARD INDEX FDS27.1K shares0.00%2025-12-312026-02-17 ATXS ASTRIA THERAPEUTICS INC689.7K sharesnew addition2025-12-312026-02-17 CADENCE BANK CADENCE BANK210.3K sharesnew addition2025-12-312026-02-17 VTV VANGUARD INDEX FDS38.0K shares0.00%2025-12-312026-02-17 HOUS ANYWHERE REAL ESTATE INC507.5K shares70.90%2025-12-312026-02-17 COF CAPITAL ONE FINL CORP19.8K shares0.00%2025-12-312026-02-17 CLEANSPARK INC CLEANSPARK INC4.0M sharesnew addition2025-12-312026-02-17 IEUR ISHARES TR55.0K shares0.00%2025-12-312026-02-17 VGK VANGUARD INTL EQUITY INDEX F45.0K shares0.00%2025-12-312026-02-17 AER AERCAP HOLDINGS NV25.0K shares0.00%2025-12-312026-02-17 MSFT MICROSOFT CORP6.0K shares0.00%2025-12-312026-02-17 AMZN AMAZON COM INC12.5K shares0.00%2025-12-312026-02-17 MSOS ADVISORSHARES TR593.8K shares-43.21%2025-12-312026-02-17 IVE ISHARES TR10.0K shares0.00%2025-12-312026-02-17 KMB KIMBERLY-CLARK CORP7.3K sharesnew addition2025-12-312026-02-17 EWJ ISHARES INC4.0K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available