Rice Hall James Loads Up on BIRK With 466,000 Shares Bought

• This caller holding accounts for 1.05% of the fund’s $1.82 cardinal successful 13F reportable assets nether management.

• Top 5 holdings aft the filing:

  • Ligand Pharmaceuticals: $52.87 cardinal (2.9% of AUM)

  • Arlo Technologies: $50.04 cardinal (2.75% of AUM)

  • Amicus Therapeutics: $49.98 cardinal (2.8% of AUM)

  • Fabrinet: $48.49 cardinal (2.67% of AUM(

  • Establishment Labs: $47.49 cardinal (2.6% of AUM)

• As of Feb. 16, 2026, Birkenstock shares were priced astatine $39.80, down 27.96% implicit the past year, underperforming the S&P 500 by 41.18 percent points.

• Offers footwear products including sandals, shoes, closed-toe silhouettes, skincare products, and accessories.

• Generates gross done direct-to-consumer e-commerce, owned retail stores, and business-to-business channels crossed aggregate planetary markets.

• Serves a planetary lawsuit basal with a absorption connected the United States, Europe, and APMA regions, targeting consumers seeking comfort-driven, premium footwear.

Birkenstock Holding plc is simply a starring planetary supplier of premium footwear, with a practice dating backmost to 1774. The institution leverages a multi-channel organisation exemplary to scope divers markets, emphasizing merchandise prime and comfortableness arsenic halfway differentiators. With a wide planetary beingness and a beardown marque reputation, Birkenstock is positioned to seizure request crossed some developed and emerging user segments.

Rice Hall James’ $20 cardinal stake connected Birkenstock comes arsenic the apparel retail assemblage arsenic a full has outperformed the S&P 500 implicit the past six months, according to Yahoo! Finance. On Feb. 12, Birkenstock reported its fiscal results for its archetypal 4th of fiscal 2026, which ended Dec. 31, 2025. The study featured an adjusted EPS of 0.27 euros, beating expert projections of 0.26 euros and a 50% year-over-year improvement. But tariffs and antagonistic currency impacts took a toll: The company’s adjusted gross nett borderline fell by 290 ground points to 57.4%.

Birkenstock maintained its fiscal guidance for fiscal twelvemonth 2026, and plans to unfastened 40 caller own-retail stores globally wrong the year. Importantly, Birkenstock excels successful full-price selling, which CEO Oliver Reichert said connected the company’s net telephone is inactive “very high, implicit 90%.”