BIRK β€” BIRKENSTOCK HOLDING PLC

Ownership history in BAMCO INC /NY/  Β·  9 quarters on record

AI Ownership Summary

BAMCO INC /NY/ reported BIRKENSTOCK HOLDING PLC (BIRK) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.88% in 2025 Q4. The latest visible filing shows BIRK at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAMCO INC /NY/'s position in BIRKENSTOCK HOLDING PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BIRK was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAMCO INC /NY/ held BIRK β€” position size vs. price
% of Fund (quarterly)    BIRK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,966,037 +1,612,236 +25.4% 0.88% $325.8M 2026-02-14 (Est.) $39.80
2025 Q3 ADDED 6,353,801 +1,876,398 +41.9% 0.76% $287.5M 2025-11-14 $40.14
2025 Q2 ADDED 4,477,403 +453,052 +11.3% 0.60% $220.2M 2025-08-14 $48.41
2025 Q1 ADDED 4,024,351 +665,000 +19.8% 0.54% $184.5M 2025-05-15 $57.70
2024 Q4 ADDED 3,359,351 +256,844 +8.3% 0.49% $190.3M 2025-02-14 $55.25
2024 Q3 ADDED 3,102,507 +78,093 +2.6% 0.41% $152.9M 2024-11-14 $44.79
2024 Q2 ADDED 3,024,414 +49,956 +1.7% 0.47% $164.6M 2024-08-14 $59.56
2024 Q1 ADDED 2,974,458 +40,457 +1.4% 0.37% $140.5M 2024-05-15 $46.98
2023 Q4 INITIATED 2,934,001 β€” β€” 0.38% $143.0M 2024-02-14 $49.85

FAQ About BAMCO INC /NY/ and BIRK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAMCO INC /NY/ reported owning BIRK?

BAMCO INC /NY/ reported BIRK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BIRK position in BAMCO INC /NY/'s portfolio?

The largest reported portfolio weight for BIRK was 0.88% in 2025 Q4.

What is the latest reported BIRK position on this page?

The most recent filing on this page is 2025 Q4, when BAMCO INC /NY/ reported 7,966,037 shares, equal to 0.88% of portfolio, with an estimated market value of $325.8M.

What does the chart on this BIRK ownership page compare?

The chart compares BAMCO INC /NY/'s quarterly BIRK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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