Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ACWIIshares Tr | $60.4M | 9.9% | +39.1% |
| Chart Inds IncCUSIP 16115Q308 | $59.6M | 9.8% | +43.5% |
| KVUEKenvue Inc | $57.4M | 9.4% | +112.8% |
| NSCNorfolk Southn Corp | $56.5M | 9.2% | +18.4% |
| Warner Bros Discovery IncCUSIP 934423104 | $54.6M | 8.9% | +66.7% |
| PENPenumbra Inc | $54.1M | 8.8% | +78.4% |
| UNFUnifirst Corp Mass | $45.3M | 7.4% | +234.7% |
| ROKURoku Inc | $40.1M | 6.6% | New |
| Qorvo IncCUSIP 74736K101 | $23.3M | 3.8% | +7.7% |
| RVMDRevolution Medicines Inc | $20.2M | 3.3% | −32.5% |
| ECHOEchostar Corp | $19.0M | 3.1% | +28.4% |
| AESAes Corp | $18.0M | 2.9% | New |
| VUGVanguard Index Fds | $15.7M | 2.6% | +11.8% |
| Topbuild CorCUSIP 89055F103 | $13.2M | 2.2% | New |
| TXNMTxnm Energy Inc | $11.2M | 1.8% | +35.0% |
| DDominion Energy Inc | $10.2M | 1.7% | New |
| VTVVanguard Index Fds | $8.5M | 1.4% | +17.8% |
| Electronic Arts IncCUSIP 285512109 | $8.1M | 1.3% | New |
| BRK/BBerkshire Hathaway Inc Del | $7.5M | 1.2% | +7.1% |
| BBJPJ P Morgan Exchange Traded F | $4.5M | 0.7% | +9.7% |
| VGKVanguard Intl Equity Index F | $4.4M | 0.7% | +41.6% |
| IEURIshares Tr | $4.1M | 0.7% | |
| VSATViasat Inc | $3.7M | 0.6% | New |
| AMZNAmazon Com Inc | $2.3M | 0.4% | |
| VLRSControladora Vuela Comp De A | $1.2M | 0.2% | +73.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RVMDRevolution Medicines Inc | March 31, 2026 | +92.6% | $20.2M |
| VGKVanguard Intl Equity Index F | December 31, 2024 | +39.5% | $4.4M |
| IEURIshares Tr | December 31, 2024 | +39.3% | $4.1M |
| EWJIshares Inc | December 31, 2024 | +39.0% | $373K |
| BBJPJ P Morgan Exchange Traded F | December 31, 2024 | +37.2% | $4.5M |
| ACWIIshares Tr | December 31, 2024 | +33.6% | $60.4M |
| ECHOEchostar Corp | September 30, 2025 | +32.9% | $19.0M |
| VLRSControladora Vuela Comp De A | March 31, 2026 | +29.4% | $1.2M |
| VTVVanguard Index Fds | December 31, 2024 | +28.7% | $8.5M |
| MSMorgan Stanley | March 31, 2026 | +27.0% | $836K |
Sold off last quarter
- Clearwater Analytics Hldgs ICUSIP 185123106 was $40.7M
- SPYState Str Spdr S&p 500 Etf T was $3.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.4% | +14.8% |
| December 31, 2025 | +0.0% | +2.4% |
| September 30, 2025 | +3.2% | +7.8% |
| June 30, 2025 | −2.1% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Birnam Oak Advisors, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1997245&type=13F-HR&dateb=&owner=include&count=40CIK 1997245
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1997245/000117266126003467/Filed August 14, 2026 · accession 0001172661-26-003467