J. Goldman & Co LP BIRK — BIRKENSTOCK HOLDING PLC

Ownership history in J. Goldman & Co LP  ·  12 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported BIRKENSTOCK HOLDING PLC (BIRK) in 12 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.88% in 2026 Q2. 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 J. Goldman & Co LP'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
2026 Q2

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

High-water mark
Peak Conviction
0.88% in 2026 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

BIRK stock page J. Goldman & Co LP fund profile J. Goldman & Co LP full holdings
How J. Goldman & Co LP held BIRK — position size vs. price
% of Fund (quarterly)    BIRK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 789,000 +414,686 +110.8% 0.88% $34.0M 2026-08-14 $39.35
2025 Q4 ADDED — — — 374,314 +114,314 +44.0% 0.40% $15.3M 2026-02-17 $41.22
2025 Q4 ADDED — — — 260,000 +70,000 +36.8% 0.28% $10.6M 2026-02-17 $41.22
2025 Q3 REDUCED 68.0% -8.9% ✅ 190,000 -404,600 -68.0% 0.22% $8.6M 2025-11-14 $40.14
2025 Q3 ADDED — — — 594,600 +46,839 +8.6% 0.68% $26.9M 2025-11-14 $40.14
2025 Q2 ADDED — — — 547,761 +52,761 +10.7% 0.65% $26.9M 2025-08-14 $48.41
2025 Q2 ADDED — — — 495,000 +354,754 +253.0% 0.58% $24.3M 2025-08-14 $48.41
2025 Q1 REDUCED 64.9% +7.3% ❌ 140,246 -259,254 -64.9% 0.16% $6.4M 2025-05-15 $57.70
2025 Q1 ADDED — — — 399,500 +276,005 +223.5% 0.45% $18.3M 2025-05-15 $57.70
2024 Q4 ADDED — — — 123,495 +29,804 +31.8% 0.18% $7.0M 2025-02-14 $55.25
2024 Q3 REDUCED 49.4% +17.0% ❌ 93,691 -91,309 -49.4% 0.13% $4.6M 2024-11-14 $44.79
2024 Q3 INITIATED — — — 185,000 — — 0.26% $9.1M 2024-11-14 $44.79

🏢 Other funds also holding BIRK

As of 2026 Q2 — sorted by position size

Catterton Management Company, L.L.C. 3Y 7Y 98.76% Lunate Capital Ltd 22.17% SCP Investment, LP 3Y 7Y 8.53% Crestwood Capital Management, L.P. 3Y 7Y 3.43% Summerhill Capital Management lnc. 3.34% PLATINUM INVESTMENT MANAGEMENT LTD 3Y 7Y 2.22% Roubaix Capital, LLC 3Y 7Y 1.84% Anomaly Capital Management, LP 3Y 1.54% Rheos Capital Works Inc. 3Y 7Y 1.47% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 1.32%

FAQ About J. Goldman & Co LP and BIRK

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

How long has J. Goldman & Co LP reported owning BIRK?

J. Goldman & Co LP reported BIRK across 12 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported BIRK position in J. Goldman & Co LP's portfolio?

The largest reported portfolio weight for BIRK was 0.88% in 2026 Q2.

What is the latest reported BIRK position on this page?

The most recent filing on this page is 2026 Q2, when J. Goldman & Co LP reported 789,000 shares, equal to 0.88% of portfolio, with an estimated market value of $34.0M.

What does the chart on this BIRK ownership page compare?

The chart compares J. Goldman & Co LP'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.

How well did J. Goldman & Co LP time their BIRK position?

Based on 13F filing dates vs. subsequent BIRK price moves, J. Goldman & Co LP correctly timed 2 out of 11 reported position changes (18%). The annualised alpha on BIRK relative to SPY over the holding period was +63.2%.

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