Crestwood Capital Management’s Birkenstock BIRK Stock Holding History

Crestwood 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
2026 Q2	$5.23M	Sell	121,658 -61,674	-34%	-$2.49M	3.43%	11
2026 Q1	$6.57M	Buy	183,332 +50,000	+38%	+$1.95M	4.51%	10
2025 Q4	$5.45M	Sell	133,332 -67,271	-34%	-$2.85M	3.45%	10
2025 Q3	$9.08M	Sell	200,603 -30,000	-13%	-$1.47M	6.32%	9
2025 Q2	$11.3M	Sell	230,603 -37,500	-14%	-$1.93M	7.72%	7
2025 Q1	$12.3M	Buy	268,103 +90,250	+51%	+$4.75M	9.44%	6
2024 Q4	$10.1M	Buy	177,853 +30,000	+20%	+$1.52M	7.41%	7
2024 Q3	$7.29M	Buy	147,853 +25,451	+21%	+$1.38M	5.62%	9
2024 Q2	$6.66M	Buy	122,402 +1,117	+0.9%	+$55.4K	4.75%	10
2024 Q1	$5.73M	Sell	121,285 -12,402	-9%	-$592K	3.54%	11
2023 Q4	$6.51M	Buy	+133,687	New	+$5.79M	3.86%	12

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

Crestwood Capital Management's BIRK Position: Q2 2026 in Review

Crestwood Capital Management reduced its Birkenstock (BIRK) stake by 34% in Q2 2026, selling an estimated $2.49M and leaving 121,658 shares worth $5.23M. The position accounts for 3.43% of the portfolio, ranked #11.

Crestwood Capital Management first reported a position in BIRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q1 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Crestwood Capital Management held 121,658 shares of Birkenstock worth $5.23M as of Q2 2026.
Crestwood Capital Management sold 61,674 Birkenstock shares in Q2 2026, an estimated $2.49M.
Birkenstock made up 3.43% of Crestwood Capital Management's portfolio in Q2 2026, its #11 holding.
Crestwood Capital Management first reported a position in Birkenstock in Q4 2023 and has held it in 11 quarters since.
Crestwood Capital Management's Birkenstock position peaked at $12.3M in Q1 2025.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Crestwood Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.