SEC 13F Intelligence

Birnam Oak Advisors, LP / KEL

Birnam Oak Advisors, LP’s Kellanova Position

Does Birnam Oak Advisors, LP own Kellanova (KEL)? Not currently — the last reported position was 237.5K shares worth $19M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$19M
Q3 2025
Shares
237.5K
% of Portfolio
+4.47%
Quarters Held
2
position exited

Position History KEL

Reported value by quarter
Q2 ’25: $38MQ2 ’25Q3 ’25: $19MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025237.5K$19M+4.47%
Q2 2025472.5K$38M+11.10%

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 KEL.