SEC 13F Intelligence

Birnam Oak Advisors, LP / HES

Birnam Oak Advisors, LP’s Hess Corp Position

Does Birnam Oak Advisors, LP own Hess Corp (HES)? Not currently — the last reported position was 350.3K shares worth $49M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$49M
Q2 2025
Shares
350.3K
% of Portfolio
+14.34%
Quarters Held
3
position exited

Position History HES

Reported value by quarter
Q4 ’24: $18MQ4 ’24Q1 ’25: $35MQ1 ’25Q2 ’25: $49MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025350.3K$49M+14.34%
Q1 2025220.3K$35M+6.37%
Q4 2024135.3K$18M+8.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Birnam Oak Advisors, LP’s full portfolio or all institutional holders of HES.