Clayton Partners’s Birkenstock BIRK Stock Holding History

Clayton Partners’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
2026 Q2	–	Sell	-25,000	Closed	-$896K	–	45
2026 Q1	$896K	Buy	+25,000	New	+$975K	0.65%	34

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clayton Partners's BIRK Position: Q2 2026 in Review

Clayton Partners sold out of Birkenstock (BIRK) in Q2 2026, closing a stake of 25,000 shares — an estimated $896K sold.

Clayton Partners first reported a position in BIRK in Q1 2026 and held it in 1 quarter. The position peaked at $896K in Q1 2026. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Clayton Partners reported no remaining Birkenstock position as of Q2 2026 after selling out during the quarter.
Clayton Partners sold 25,000 Birkenstock shares in Q2 2026, an estimated $896K.
Clayton Partners first reported a position in Birkenstock in Q1 2026 and held it in 1 quarter.
Clayton Partners's Birkenstock position peaked at $896K in Q1 2026.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Clayton Partners's 13F filing for Q2 2026, filed 14 Aug 2026.