Birnam Oak Advisors, Lp Top Holdings and 13F Report (2025) About Birnam Oak Advisors, LpInvestment ActivityBirnam Oak Advisors, Lp has $552.39 million in total holdings as of March 31, 2025.Birnam Oak Advisors, Lp owns shares of 29 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 72.60% of the portfolio was purchased this quarter.About 10.83% of the portfolio was sold this quarter.This quarter, Birnam Oak Advisors, Lp has purchased 27 new stocks and bought additional shares in 6 stocks.Birnam Oak Advisors, Lp sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings Tesla $272,377,160Discover Financial Services $42,857,137ChampionX $42,483,267Hess $35,190,116iShares MSCI ACWI ETF $31,983,972 Largest New Holdings this Quarter 88160R101 - Tesla $272,377,160 Holding848574109 - Spirit AeroSystems $11,854,240 Holding91324P102 - UnitedHealth Group $10,475,000 Holding097023105 - Boeing $8,868,600 Holding78462F103 - SPDR S&P 500 ETF Trust $8,390,850 Holding Largest Purchases this Quarter Tesla 1,051,000 shares (about $272.38M)ChampionX 799,025 shares (about $23.81M)Discover Financial Services 128,880 shares (about $22.00M)Hess 85,000 shares (about $13.58M)Spirit AeroSystems 344,000 shares (about $11.85M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 20,000 shares (about $1.69M)iShares MSCI ACWI ETF 6,000 shares (about $698.34K)ContextLogic 10,296 shares (about $71.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBirnam Oak Advisors, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSLATesla$272,377,160$272,377,160 ▲New Holding1,051,00049.3%Auto/Tires/TrucksDFSDiscover Financial Services$42,857,137$21,999,816 ▲105.5%251,0677.8%FinanceCHXChampionX$42,483,267$23,810,945 ▲127.5%1,425,6137.7%ConstructionHESHess$35,190,116$13,577,050 ▲62.8%220,3106.4%EnergyACWIiShares MSCI ACWI ETF$31,983,972$698,340 ▼-2.1%274,8005.8%ManufacturingIPGInterpublic Group of Companies$15,687,100$8,727,676 ▲125.4%577,5812.8%Business ServicesSPRSpirit AeroSystems$11,854,240$11,854,240 ▲New Holding344,0002.1%AerospaceUNHUnitedHealth Group$10,475,000$10,475,000 ▲New Holding20,0001.9%MedicalVUGVanguard Growth ETF$10,049,2220.0%27,1001.8%ETFBABoeing$8,868,600$8,868,600 ▲New Holding52,0001.6%AerospaceSPYSPDR S&P 500 ETF Trust$8,390,850$8,390,850 ▲New Holding15,0001.5%FinanceBRK.BBerkshire Hathaway$7,988,7000.0%15,0001.4%FinanceIWMiShares Russell 2000 ETF$7,580,620$7,580,620 ▲New Holding38,0001.4%FinanceFYBRFrontier Communications Parent$7,530,600$7,530,600 ▲New Holding210,0001.4%Computer and TechnologyVTVVanguard Value ETF$6,564,1200.0%38,0001.2%ETFWISHContextLogic$5,359,704$71,866 ▼-1.3%767,8661.0%Consumer CyclicalIEURiShares Core MSCI Europe ETF$3,308,2500.0%55,0000.6%ETFGMGeneral Motors$3,292,100$3,292,100 ▲New Holding70,0000.6%Auto/Tires/TrucksVGKVanguard FTSE Europe ETF$3,159,4500.0%45,0000.6%ETFBBJPJPMorgan BetaBuilders Japan ETF$3,087,1500.0%55,0000.6%ETFAERAerCap$2,554,2500.0%25,0000.5%TransportationAMZNAmazon.com$2,378,2500.0%12,5000.4%Retail/WholesaleIVEiShares S&P 500 Value ETF$1,905,8000.0%10,0000.3%ETFMSFTMicrosoft$1,876,9500.0%5,0000.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,688,000$1,688,000 ▼-50.0%20,0000.3%CL AEVRIEveri$1,654,070$724,510 ▲77.9%121,0000.3%Business ServicesTGITriumph Group$1,153,984$1,153,984 ▲New Holding45,5400.2%AerospaceKSSKohl's$815,546$651,946 ▲398.5%99,7000.1%Retail/WholesaleEWJiShares MSCI Japan ETF$274,2400.0%4,0000.0%ETFVESTIS CORPORATION$0$21,446,337 ▼-100.0%00.0%COM SHSAMEDAmedisys$0$15,832,233 ▼-100.0%00.0%MedicalHCPHashiCorp$0$12,281,390 ▼-100.0%00.0%Computer and TechnologyRPDRapid7$0$4,425,300 ▼-100.0%00.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$0$1,750,650 ▼-100.0%00.0%SHS BEN INTAPDAir Products and Chemicals$0$1,160,160 ▼-100.0%00.0%Basic MaterialsVTOLBristow Group$0$468,332 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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