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UBS O'Connor’s Birkenstock BIRK Stock Holding History

UBS O'Connor’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
2024
Q4 		– Sell
-45,000
Closed -$2.22M – 447
2024
Q3 		$2.22M Buy
+45,000
New +$2.45M 0.05% 155

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

UBS O'Connor's BIRK Position: Q4 2024 in Review

UBS O'Connor sold out of Birkenstock (BIRK) in Q4 2024, closing a stake of 45,000 shares — an estimated $2.22M sold.

UBS O'Connor first reported a position in BIRK in Q3 2024 and held it in 1 quarter. The position peaked at $2.22M in Q3 2024. 222 funds tracked by Wall St. Rank hold BIRK as of Q4 2024.

  • UBS O'Connor reported no remaining Birkenstock position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 45,000 Birkenstock shares in Q4 2024, an estimated $2.22M.
  • UBS O'Connor first reported a position in Birkenstock in Q3 2024 and held it in 1 quarter.
  • UBS O'Connor's Birkenstock position peaked at $2.22M in Q3 2024.
  • 222 funds tracked by Wall St. Rank held Birkenstock as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.