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Bramshill Investments’s Birkenstock BIRK Stock Holding History

Bramshill Investments’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
-5,500
Closed -$252K – 151
2025
Q1 		$252K Hold
5,500
– – 0.03% 132
2024
Q4 		$312K Sell
5,500
-10,500
-66% -$533K 0.05% 127
2024
Q3 		$789K Buy
+16,000
New +$870K 0.09% 70
2024
Q2 		– Sell
-11,000
Closed -$520K – 171
2024
Q1 		$520K Sell
11,000
-10,500
-49% -$501K 0.06% 85
2023
Q4 		$1.05M Buy
+21,500
New +$931K 0.1% 84

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 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

Bramshill Investments's BIRK Position: Q2 2025 in Review

Bramshill Investments sold out of Birkenstock (BIRK) in Q2 2025, closing a stake of 5,500 shares — an estimated $252K sold.

Bramshill Investments first reported a position in BIRK in Q4 2023 and held it in 5 quarters. The position peaked at $1.05M in Q4 2023. 258 funds tracked by Wall St. Rank hold BIRK as of Q2 2025.

  • Bramshill Investments reported no remaining Birkenstock position as of Q2 2025 after selling out during the quarter.
  • Bramshill Investments sold 5,500 Birkenstock shares in Q2 2025, an estimated $252K.
  • Bramshill Investments first reported a position in Birkenstock in Q4 2023 and held it in 5 quarters.
  • Bramshill Investments's Birkenstock position peaked at $1.05M in Q4 2023.
  • 258 funds tracked by Wall St. Rank held Birkenstock as of Q2 2025.

Based on Bramshill Investments's 13F filing for Q2 2025, filed 14 Aug 2025.