Legato Capital Management’s Birkenstock BIRK Stock Holding History

Legato 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	$1.43M	Buy	33,285 +26,210	+370%	+$1.06M	0.12%	256
2026 Q1	$253K	Buy	7,075 +532	+8%	+$20.7K	0.02%	670
2025 Q4	$268K	Buy	+6,543	New	+$277K	0.02%	690
2025 Q3	–	Sell	-12,793	Closed	-$629K	–	567
2025 Q2	$629K	Sell	12,793 -8,405	-40%	-$432K	0.08%	397
2025 Q1	$972K	Buy	+21,198	New	+$1.12M	0.13%	262

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

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

Legato Capital Management increased its Birkenstock (BIRK) stake by 370% in Q2 2026, buying an estimated $1.06M and bringing the position to 33,285 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #256.

Legato Capital Management first reported a position in BIRK in Q1 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Legato Capital Management held 33,285 shares of Birkenstock worth $1.43M as of Q2 2026.
Legato Capital Management bought 26,210 Birkenstock shares in Q2 2026, an estimated $1.06M.
Birkenstock made up 0.12% of Legato Capital Management's portfolio in Q2 2026, its #256 holding.
Legato Capital Management first reported a position in Birkenstock in Q1 2025 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.