John Overdeck’s DMC Global BOOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,100
Closed -$364K 3132
2019
Q4
$364K Sell
8,100
-18,200
-69% -$809K ﹤0.01% 3042
2019
Q3
$1.16M Buy
+26,300
New +$1.32M ﹤0.01% 1859

Other funds holding BOOM

John Overdeck's BOOM Position: Q2 2026 in Review

John Overdeck increased its DMC Global (BOOM) stake by 1,955% in Q2 2026, buying an estimated $2.26M and bringing the position to 365,095 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

John Overdeck first reported a position in BOOM in Q2 2013 and has held it in 34 quarters since. The position peaked at $4.02M in Q3 2023. 124 funds tracked by Wall St. Rank hold BOOM as of Q2 2026.

  • John Overdeck held 365,095 shares of DMC Global worth $2.12M as of Q2 2026.
  • John Overdeck bought 347,331 DMC Global shares in Q2 2026, an estimated $2.26M.
  • DMC Global made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2945 holding.
  • John Overdeck first reported a position in DMC Global in Q2 2013 and has held it in 34 quarters since.
  • John Overdeck's DMC Global position peaked at $4.02M in Q3 2023.
  • 124 funds tracked by Wall St. Rank held DMC Global as of Q2 2026.

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