Jim Simons’s Costamare Bulkers Holdings CMDB Stock Holding History

Jim Simons’s Portfolio CMDB Stock Details CMDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.44M	Sell	196,146 -8,293	-4%	-$144K	﹤0.01%	1659
2026 Q1	$3.16M	Buy	204,439 +66,390	+48%	+$1.12M	﹤0.01%	1638
2025 Q4	$2.13M	Sell	138,049 -14,797	-10%	-$214K	﹤0.01%	1823
2025 Q3	$2.2M	Buy	152,846 +13,300	+10%	+$136K	﹤0.01%	2011
2025 Q2	$1.21M	Buy	+139,546	New	+$1.39M	﹤0.01%	2406

Other funds holding CMDB

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

OIM

Oceanic Investment Management Douglas, Isle Of Man $77.9M AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Jim Simons's CMDB Position: Q2 2026 in Review

Jim Simons reduced its Costamare Bulkers Holdings (CMDB) stake by 4.1% in Q2 2026, selling an estimated $144K and leaving 196,146 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Jim Simons first reported a position in CMDB in Q2 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

Jim Simons held 196,146 shares of Costamare Bulkers Holdings worth $3.44M as of Q2 2026.
Jim Simons sold 8,293 Costamare Bulkers Holdings shares in Q2 2026, an estimated $144K.
Costamare Bulkers Holdings made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1659 holding.
Jim Simons first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.