Optimas Capital’s Birkenstock BIRK Stock Holding History

Optimas Capital’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	-37,500	Closed	-$2.12M	–	17
2024 Q4	$2.12M	Buy	+37,500	New	+$1.9M	2.87%	17

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 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

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Optimas Capital's BIRK Position: Q1 2025 in Review

Optimas Capital sold out of Birkenstock (BIRK) in Q1 2025, closing a stake of 37,500 shares — an estimated $2.12M sold.

Optimas Capital first reported a position in BIRK in Q4 2024 and held it in 1 quarter. The position peaked at $2.12M in Q4 2024. 216 funds tracked by Wall St. Rank hold BIRK as of Q1 2025.

Optimas Capital reported no remaining Birkenstock position as of Q1 2025 after selling out during the quarter.
Optimas Capital sold 37,500 Birkenstock shares in Q1 2025, an estimated $2.12M.
Optimas Capital first reported a position in Birkenstock in Q4 2024 and held it in 1 quarter.
Optimas Capital's Birkenstock position peaked at $2.12M in Q4 2024.
216 funds tracked by Wall St. Rank held Birkenstock as of Q1 2025.

Based on Optimas Capital's 13F filing for Q1 2025, filed 14 May 2025.