AFCM
BIRK icon

Applied Finance Capital Management’s Birkenstock BIRK Stock Holding History

Applied Finance Capital Management’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,667
Closed -$214K – 312
2025
Q1 		$214K Buy
+4,667
New +$246K 0.02% 282

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Applied Finance Capital Management's BIRK Position: Q2 2025 in Review

Applied Finance Capital Management sold out of Birkenstock (BIRK) in Q2 2025, closing a stake of 4,667 shares — an estimated $214K sold.

Applied Finance Capital Management first reported a position in BIRK in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 258 funds tracked by Wall St. Rank hold BIRK as of Q2 2025.

  • Applied Finance Capital Management reported no remaining Birkenstock position as of Q2 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 4,667 Birkenstock shares in Q2 2025, an estimated $214K.
  • Applied Finance Capital Management first reported a position in Birkenstock in Q1 2025 and held it in 1 quarter.
  • Applied Finance Capital Management's Birkenstock position peaked at $214K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held Birkenstock as of Q2 2025.

Based on Applied Finance Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.