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Byrne Asset Management’s Cedar Fair FUN Stock Holding History

Byrne Asset Management’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$76.4K Buy
+7,020
New +$113K 0.04% 249
2026
Q1 		– Sell
-7,158
Closed -$110K – 581
2025
Q4 		$110K Buy
+7,158
New +$129K 0.06% 210

Other funds holding FUN

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Byrne Asset Management's FUN Position: Q3 2026 in Review

Byrne Asset Management opened a new position in Cedar Fair (FUN) in Q3 2026: 7,020 shares worth $76.4K. The stake represents 0.04% of the portfolio and ranks #249 among its holdings. This is a return to the name: Byrne Asset Management previously reported a position in FUN as recently as Q4 2025.

Byrne Asset Management first reported a position in FUN in Q4 2025 and has held it in 2 quarters since. The position peaked at $110K in Q4 2025. 8 funds tracked by Wall St. Rank hold FUN as of Q3 2026.

  • Byrne Asset Management held 7,020 shares of Cedar Fair worth $76.4K as of Q3 2026.
  • Cedar Fair was a new Byrne Asset Management position in Q3 2026.
  • Cedar Fair made up 0.04% of Byrne Asset Management's portfolio in Q3 2026, its #249 holding.
  • Byrne Asset Management first reported a position in Cedar Fair in Q4 2025 and has held it in 2 quarters since.
  • Byrne Asset Management's Cedar Fair position peaked at $110K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.