J. Goldman & Co’s Cedar Fair FUN Stock Holding History

J. Goldman & Co’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 Q1	–	Sell	-184,198	Closed	-$2.83M	–	734
2025 Q4	$2.83M	Buy	+184,198	New	+$3.33M	0.07%	278
2025 Q3	–	Sell	-308,968	Closed	-$8.2M	–	516
2025 Q2	$9.4M	Buy	+308,968	New	+$10.4M	0.23%	138

Other funds holding FUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return

HPM

H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

J. Goldman & Co's FUN Position: Q1 2026 in Review

J. Goldman & Co sold out of Cedar Fair (FUN) in Q1 2026, closing a stake of 184,198 shares — an estimated $2.83M sold.

J. Goldman & Co first reported a position in FUN in Q2 2025 and held it in 2 quarters. The position peaked at $9.4M in Q2 2025. 294 funds tracked by Wall St. Rank hold FUN as of Q1 2026.

J. Goldman & Co reported no remaining Cedar Fair position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 184,198 Cedar Fair shares in Q1 2026, an estimated $2.83M.
J. Goldman & Co first reported a position in Cedar Fair in Q2 2025 and held it in 2 quarters.
J. Goldman & Co's Cedar Fair position peaked at $9.4M in Q2 2025.
294 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.