SummitTX Capital’s Birkenstock BIRK Stock Holding History

SummitTX 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
2026 Q2	–	Sell	-89,368	Closed	-$3.2M	–	796
2026 Q1	$3.2M	Buy	89,368 +82,989	+1,301%	+$3.24M	0.1%	228
2025 Q4	$261K	Buy	+6,379	New	+$270K	0.01%	614
2025 Q2	–	Sell	-70,233	Closed	-$3.22M	–	757
2025 Q1	$3.22M	Buy	+70,233	New	+$3.7M	0.14%	178

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

SummitTX Capital's BIRK Position: Q2 2026 in Review

SummitTX Capital sold out of Birkenstock (BIRK) in Q2 2026, closing a stake of 89,368 shares — an estimated $3.2M sold.

SummitTX Capital first reported a position in BIRK in Q1 2025 and held it in 3 quarters. The position peaked at $3.22M in Q1 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

SummitTX Capital reported no remaining Birkenstock position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 89,368 Birkenstock shares in Q2 2026, an estimated $3.2M.
SummitTX Capital first reported a position in Birkenstock in Q1 2025 and held it in 3 quarters.
SummitTX Capital's Birkenstock position peaked at $3.22M in Q1 2025.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.