Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Birkenstock BIRK Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 Q1	$25.1M	Sell	700,000 -400,000	-36%	-$15.6M	0.04%	309
2025 Q4	$45M	Sell	1,100,000 -400,000	-27%	-$16.9M	0.08%	198
2025 Q3	$67.9M	Sell	1,500,000 -1,000,000	-40%	-$48.9M	0.12%	143
2025 Q2	$123M	Buy	2,500,000 +444,600	+22%	+$22.9M	0.24%	84
2025 Q1	$94.2M	Sell	2,055,400 -394,478	-16%	-$20.8M	0.2%	103
2024 Q4	$139M	Sell	2,449,878 -150,122	-6%	-$7.62M	0.29%	69
2024 Q3	$128M	Sell	2,600,000 -400,000	-13%	-$21.8M	0.3%	68
2024 Q2	$163M	Buy	3,000,000 +700,000	+30%	+$34.7M	0.47%	40
2024 Q1	$109M	Hold	2,300,000	–	–	0.37%	50
2023 Q4	$112M	Buy	+2,300,000	New	+$99.6M	0.38%	43

Other funds holding BIRK

CMC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's BIRK Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its Birkenstock (BIRK) stake by 36% in Q1 2026, selling an estimated $15.6M and leaving 700,000 shares worth $25.1M. The position accounts for 0.04% of the portfolio, ranked #309.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in BIRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $163M in Q2 2024. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 700,000 shares of Birkenstock worth $25.1M as of Q1 2026.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 400,000 Birkenstock shares in Q1 2026, an estimated $15.6M.
Birkenstock made up 0.04% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #309 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Birkenstock in Q4 2023 and has held it in 10 quarters since.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Birkenstock position peaked at $163M in Q2 2024.
228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.