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Birnam Oak Advisors, LP
Hedge Fund • Event Driven
Birnam Oak Advisors, LP is an Event Driven Hedge Fund based in New York, NY led by Christopher Lord Delong, managing $407.3M across 28 long positions as of Q3 2025 with 73% concentrated in top 10 holdings.
CEOChristopher Lord Delong
- Portfolio Value
- $407.3M
- Positions
- 28
- Top Holding
- CYBR at 11.17%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Birnam Oak Advisors, LP's portfolio (73.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $45.5M | 11.17% | +$45.5M New | 0.19% 94.2K shares | |
ETF ETF | $38.3M | 9.40% | — | — 276.8K shares | |
Advertising Agencies Communication Services | $38.0M | 9.34% | +$7.2M Bought | 0.37% 1.4M shares | |
Telecommunications Services Communication Services | $37.8M | 9.28% | +$10.3M Bought | 0.40% 1.0M shares | |
Unknown Unknown | $29.6M | 7.27% | +$29.6M New | — 277.6K shares | |
Railroads Industrials | $28.9M | 7.09% | +$28.9M New | 0.04% 96.1K shares | |
Industrial - Machinery Industrials | $23.7M | 5.81% | +$23.7M New | 0.26% 118.2K shares | |
Unknown Unknown | $22.0M | 5.41% | +$6.8M Bought | 0.37% 389.9K shares | |
Packaged Foods Consumer Defensive | $19.5M | 4.78% | -$19.3M Sold | 0.07% 237.5K shares | |
Aerospace & Defense Industrials | $15.1M | 3.70% | +$15.1M Bought | 0.33% 390.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Birnam Oak Advisors, LP's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Birnam Oak Advisors, LP
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