Portfolio changes
Activity
Moves in BIRK across featured managers.
Activity·BIRK
2 shownmoves
2 shown
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 15 May 2 | |||||
| BIRK | New | Ben Jacobs - Anomaly Capital Management, LP | +3.07 pp | opened 3.1% | 2025Q4→2026Q1 |
| BIRK | Add | Ron Baron - Bamco Inc. /NY/ (Baron Capital) | +0.13 pp | +17.6% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Managers · Home.