John Overdeck’s ProFrac Holding ACDC Stock Holding History

John Overdeck’s Portfolio ACDC Stock Details ACDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46M	Buy	595,679 +472,336	+383%	+$3.18M	﹤0.01%	2510
2026 Q1	$765K	Buy	+123,343	New	+$661K	﹤0.01%	3449
2024 Q3	–	Sell	-72,978	Closed	-$541K	–	3092
2024 Q2	$541K	Buy	+72,978	New	+$605K	﹤0.01%	2331
2023 Q1	–	Sell	-189,554	Closed	-$4.78M	–	2922
2022 Q4	$4.78M	Buy	189,554 +125,654	+197%	+$2.78M	0.02%	880
2022 Q3	$972K	Sell	63,900 -183,600	-74%	-$3.3M	﹤0.01%	1486
2022 Q2	$4.53M	Buy	+247,500	New	+$4.85M	0.02%	826

Other funds holding ACDC

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

John Overdeck's ACDC Position: Q2 2026 in Review

John Overdeck increased its ProFrac Holding (ACDC) stake by 383% in Q2 2026, buying an estimated $3.18M and bringing the position to 595,679 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

John Overdeck first reported a position in ACDC in Q2 2022 and has held it in 6 quarters since. The position peaked at $4.78M in Q4 2022. 144 funds tracked by Wall St. Rank hold ACDC as of Q2 2026.

John Overdeck held 595,679 shares of ProFrac Holding worth $3.46M as of Q2 2026.
John Overdeck bought 472,336 ProFrac Holding shares in Q2 2026, an estimated $3.18M.
ProFrac Holding made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2510 holding.
John Overdeck first reported a position in ProFrac Holding in Q2 2022 and has held it in 6 quarters since.
John Overdeck's ProFrac Holding position peaked at $4.78M in Q4 2022.
144 funds tracked by Wall St. Rank held ProFrac Holding as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.