Baron Capital Group, Inc., BAMCO Inc., Baron Capital Management, Inc., and Ronald Baron report beneficial ownership of Birkenstock Holding plc ordinary shares. The group reports beneficial ownership of 14,739,609 shares, representing 8.01% of the outstanding class. All reported shares are held with shared power to vote and dispose; there is no sole voting or dispositive power. BAMCO and Baron Capital Management are subsidiaries of Baron Capital Group, and Ronald Baron holds a controlling interest in Baron Capital Group. The economic interest in these shares resides with advisory clients of BAMCO and Baron Capital Management, none of whom individually is known to hold more than 5% of the class.
Positive
None.
Negative
None.
Key Figures
Beneficially owned shares:14,739,609 sharesPercent of class:8.01 %Shared voting power:14,739,609.00+3 more
6 metrics
Beneficially owned shares14,739,609 sharesOrdinary shares beneficially owned by Baron filers
Percent of class8.01 %Ownership percentage of Birkenstock ordinary shares
Shared voting power14,739,609.00Shares over which filers share power to vote
Shared dispositive power14,739,609.00Shares over which filers share power to dispose
BAMCO shared voting power13,433,396.00Shares with shared voting and dispositive power at BAMCO
BCM shared voting power1,306,213.00Shares with shared voting and dispositive power at BCM
Key Terms
beneficially owned, shared voting power, shared dispositive power, Investment Company Act of 1940, +1 more
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting powerfinancial
"6 | Shared Voting Power 14,739,609.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive powerfinancial
"8 | Shared Dispositive Power 14,739,609.00"
Investment Company Act of 1940regulatory
"shareholders of an investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
advisory clientsfinancial
"The advisory clients of BAMCO and BCM have the right to receive"
FAQ
How many Birkenstock (BIRK) shares are reported as beneficially owned by the Baron entities?
The Baron entities report 14,739,609 Birkenstock ordinary shares as beneficially owned. This position represents 8.01% of the company’s outstanding ordinary shares, all held with shared voting and dispositive power through advisory client accounts.
What percentage of Birkenstock (BIRK) does Baron Capital Group report owning?
Baron Capital Group and related filers report beneficial ownership of 8.01% of Birkenstock’s ordinary shares. This percentage reflects 14,739,609 shares held for advisory clients with shared voting and investment power, rather than proprietary holdings.
Who holds voting and dispositive power over the Birkenstock (BIRK) shares reported by Baron?
The Baron filers report shared power to vote and dispose of 14,739,609 Birkenstock shares and no sole power. Voting and dispositive authority are exercised collectively through Baron Capital Group’s advisory entities, not by any single filer alone.
Do Baron advisory clients directly benefit from the Birkenstock (BIRK) shares?
Yes. The advisory clients of BAMCO and Baron Capital Management have the right to receive dividends and sale proceeds from the Birkenstock shares. No individual client is known to have an interest exceeding 5% of the outstanding class.
What is Ronald Baron’s role in the Birkenstock (BIRK) ownership reported?
Ronald Baron is reported as a filer and owns a controlling interest in Baron Capital Group. Through this control, he is deemed to share beneficial ownership of the 14,739,609 Birkenstock shares reported by the affiliated investment advisory entities.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Birkenstock Holding plc
(Name of Issuer)
Ordinary shares, no par value
(Title of Class of Securities)
M2029K104
(CUSIP Number)
06/30/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
M2029K104
1
Names of Reporting Persons
BAMCO INC /NY/
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
13,433,396.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
13,433,396.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
13,433,396.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.30 %
12
Type of Reporting Person (See Instructions)
IA, CO
SCHEDULE 13G
CUSIP Number(s):
M2029K104
1
Names of Reporting Persons
Baron Capital Group, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
14,739,609.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
14,739,609.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
14,739,609.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
8.01 %
12
Type of Reporting Person (See Instructions)
CO, HC
SCHEDULE 13G
CUSIP Number(s):
M2029K104
1
Names of Reporting Persons
Baron Capital Management, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,306,213.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,306,213.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,306,213.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.71 %
12
Type of Reporting Person (See Instructions)
IA, CO
SCHEDULE 13G
CUSIP Number(s):
M2029K104
1
Names of Reporting Persons
Ronald Baron
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
14,739,609.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
14,739,609.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
14,739,609.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
8.01 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Birkenstock Holding plc
(b)
Address of issuer's principal executive offices:
1-2 BERKELEY SQUARE, LONDON, United Kingdom, W1J 6EA
Item 2.
(a)
Name of person filing:
Baron Capital Group, Inc. ("BCG"),
BAMCO, Inc. ("BAMCO"),
Baron Capital Management, Inc. ("BCM"),
Ronald Baron
(b)
Address or principal business office or, if none, residence:
767 Fifth Avenue, 49th Floor,
New York, NY 10153
(c)
Citizenship:
BCG, BAMCO and BCM are New York corporations. Ronald Baron is a citizen of the United States.
(d)
Title of class of securities:
Ordinary shares, no par value
(e)
CUSIP No.:
M2029K104
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
14,739,609
(b)
Percent of class:
8.01 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
14,739,609
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
14,739,609
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The advisory clients of BAMCO and BCM have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Issuer's common stock in their accounts. To the best of the Filing Persons' knowledge, no such person has such interest relating to more than 5% of the outstanding class of securities.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
BAMCO and BCM are subsidiaries of BCG. Ronald Baron owns a controlling interest in BCG.
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
See Item 3.
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
