Jacobs Levy Equity Management
BIRK icon

Jacobs Levy Equity Management’s Birkenstock BIRK Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-14,778
Closed -$837K – 1080
2024
Q4 		$837K Buy
14,778
+688
+5% +$34.9K ﹤0.01% 739
2024
Q3 		$694K Buy
+14,090
New +$767K ﹤0.01% 788

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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Jacobs Levy Equity Management's BIRK Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of Birkenstock (BIRK) in Q1 2025, closing a stake of 14,778 shares — an estimated $837K sold.

Jacobs Levy Equity Management first reported a position in BIRK in Q3 2024 and held it in 2 quarters. The position peaked at $837K in Q4 2024. 216 funds tracked by Wall St. Rank hold BIRK as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining Birkenstock position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 14,778 Birkenstock shares in Q1 2025, an estimated $837K.
  • Jacobs Levy Equity Management first reported a position in Birkenstock in Q3 2024 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Birkenstock position peaked at $837K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Birkenstock as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.