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EFG Asset Management’s Birkenstock BIRK Stock Holding History

EFG Asset 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
Q3 		$2.4M Sell
52,943
-11,903
-18% -$582K 0.31% 132
2025
Q2 		$3.19M Buy
64,846
+9,504
+17% +$489K 0.45% 95
2025
Q1 		$2.54M Buy
+55,342
New +$2.91M 0.42% 98

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EFG Asset Management's BIRK Position: Q3 2025 in Review

EFG Asset Management reduced its Birkenstock (BIRK) stake by 18% in Q3 2025, selling an estimated $582K and leaving 52,943 shares worth $2.4M. The position accounts for 0.31% of the portfolio, ranked #132.

EFG Asset Management first reported a position in BIRK in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.19M in Q2 2025. 257 funds tracked by Wall St. Rank hold BIRK as of Q3 2025.

  • EFG Asset Management held 52,943 shares of Birkenstock worth $2.4M as of Q3 2025.
  • EFG Asset Management sold 11,903 Birkenstock shares in Q3 2025, an estimated $582K.
  • Birkenstock made up 0.31% of EFG Asset Management's portfolio in Q3 2025, its #132 holding.
  • EFG Asset Management first reported a position in Birkenstock in Q1 2025 and has held it in 3 quarters since.
  • EFG Asset Management's Birkenstock position peaked at $3.19M in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Birkenstock as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.