Expect Equity LLC’s Birkenstock BIRK Stock Holding History

Expect Equity LLC’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	$1.88M	Buy	43,750 +9,850	+29%	+$398K	1.21%	42
2026 Q1	$1.21M	Buy	+33,900	New	+$1.32M	0.94%	51

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

Expect Equity LLC's BIRK Position: Q2 2026 in Review

Expect Equity LLC increased its Birkenstock (BIRK) stake by 29% in Q2 2026, buying an estimated $398K and bringing the position to 43,750 shares worth $1.88M. The position accounts for 1.21% of the portfolio, ranked #42.

Expect Equity LLC first reported a position in BIRK in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Expect Equity LLC held 43,750 shares of Birkenstock worth $1.88M as of Q2 2026.
Expect Equity LLC bought 9,850 Birkenstock shares in Q2 2026, an estimated $398K.
Birkenstock made up 1.21% of Expect Equity LLC's portfolio in Q2 2026, its #42 holding.
Expect Equity LLC first reported a position in Birkenstock in Q1 2026 and has held it in 2 quarters since.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Expect Equity LLC's 13F filing for Q2 2026, filed 14 Aug 2026.