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John Overdeck’s Bain Capital Specialty BCSF Stock Holding History

John Overdeck’s Portfolio BCSF Stock Details BCSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,300
Closed -$209K – 3031
2024
Q1 		$209K Hold
13,300
– – ﹤0.01% 2700
2023
Q4 		$200K Buy
13,300
+3,300
+33% +$50.2K ﹤0.01% 2838
2023
Q3 		$153K Hold
10,000
– – ﹤0.01% 2692
2023
Q2 		$135K Buy
+10,000
New +$124K ﹤0.01% 2713

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

John Overdeck's BCSF Position: Q2 2026 in Review

John Overdeck reduced its Bain Capital Specialty (BCSF) stake by 9.3% in Q2 2026, selling an estimated $1.83M and leaving 1,374,383 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #1151.

John Overdeck first reported a position in BCSF in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.8M in Q1 2026. 128 funds tracked by Wall St. Rank hold BCSF as of Q2 2026.

  • John Overdeck held 1,374,383 shares of Bain Capital Specialty worth $17.2M as of Q2 2026.
  • John Overdeck sold 140,572 Bain Capital Specialty shares in Q2 2026, an estimated $1.83M.
  • Bain Capital Specialty made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1151 holding.
  • John Overdeck first reported a position in Bain Capital Specialty in Q4 2019 and has held it in 27 quarters since.
  • John Overdeck's Bain Capital Specialty position peaked at $18.8M in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q2 2026.

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