John Overdeck’s Babcock & Wilcox BW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.03M | Sell |
73,211
-741,638
| -91% | -$12.6M | ﹤0.01% | 3592 |
|
|
2026
Q1 | $12M | Buy |
+814,849
| New | +$8.57M | 0.01% | 1281 |
|
|
2025
Q1 | – | Sell |
-97,155
| Closed | -$159K | – | 3225 |
|
|
2024
Q4 | $159K | Buy |
97,155
+62,598
| +181% | +$132K | ﹤0.01% | 2906 |
|
|
2024
Q3 | $70.5K | Sell |
34,557
-112,898
| -77% | -$160K | ﹤0.01% | 2936 |
|
|
2024
Q2 | $214K | Buy |
147,455
+18,007
| +14% | +$21.6K | ﹤0.01% | 2712 |
|
|
2024
Q1 | $146K | Sell |
129,448
-368,666
| -74% | -$456K | ﹤0.01% | 2783 |
|
|
2023
Q4 | $727K | Buy |
498,114
+384,417
| +338% | +$819K | ﹤0.01% | 2255 |
|
|
2023
Q3 | $479K | Sell |
113,697
-98,919
| -47% | -$516K | ﹤0.01% | 2297 |
|
|
2023
Q2 | $1.25M | Buy |
212,616
+179,016
| +533% | +$1.05M | ﹤0.01% | 1820 |
|
|
2023
Q1 | $204K | Buy |
33,600
+15,600
| +87% | +$96.2K | ﹤0.01% | 2549 |
|
|
2022
Q4 | $104K | Buy |
+18,000
| New | +$98.3K | ﹤0.01% | 2502 |
|
|
2022
Q2 | – | Sell |
-199,117
| Closed | -$1.63M | – | 2541 |
|
|
2022
Q1 | $1.63M | Sell |
199,117
-199,219
| -50% | -$1.55M | ﹤0.01% | 1452 |
|
|
2021
Q4 | $3.59M | Sell |
398,336
-312,507
| -44% | -$2.5M | 0.01% | 1423 |
|
|
2021
Q3 | $4.56M | Buy |
710,843
+14,185
| +2% | +$99K | 0.01% | 1299 |
|
|
2021
Q2 | $5.49M | Sell |
696,658
-240,785
| -26% | -$1.99M | 0.01% | 1140 |
|
|
2021
Q1 | $8.88M | Buy |
+937,443
| New | +$6.02M | 0.02% | 749 |
|
|
2019
Q4 | – | Sell |
-56,169
| Closed | -$269K | – | 3653 |
|
|
2019
Q3 | $269K | Buy |
+56,169
| New | +$215K | ﹤0.01% | 3023 |
|
|
2019
Q1 | – | Sell |
-7,861
| Closed | -$31K | – | 3036 |
|
|
2018
Q4 | $31K | Sell |
7,861
-6,972
| -47% | -$62K | ﹤0.01% | 2880 |
|
|
2018
Q3 | $153K | Buy |
14,833
+1,577
| +12% | +$26.2K | ﹤0.01% | 3047 |
|
|
2018
Q2 | $315K | Buy |
13,256
+2,417
| +22% | +$64.2K | ﹤0.01% | 2922 |
|
|
2018
Q1 | $474K | Sell |
10,839
-12,995
| -55% | -$754K | ﹤0.01% | 2495 |
|
|
2017
Q4 | $1.35M | Buy |
+23,834
| New | +$1.08M | ﹤0.01% | 1748 |
|
|
2017
Q3 | – | Sell |
-3,119
| Closed | -$367K | – | 2754 |
|
|
2017
Q2 | $367K | Sell |
3,119
-26,633
| -90% | -$2.75M | ﹤0.01% | 2533 |
|
|
2017
Q1 | $2.78M | Buy |
29,752
+18,252
| +159% | +$2.56M | 0.01% | 1251 |
|
|
2016
Q4 | $1.91M | Sell |
11,500
-15,437
| -57% | -$2.46M | 0.01% | 1521 |
|
|
2016
Q3 | $4.45M | Buy |
26,937
+4,074
| +18% | +$653K | 0.02% | 947 |
|
|
2016
Q2 | $3.36M | Buy |
22,863
+15,689
| +219% | +$3.35M | 0.01% | 964 |
|
|
2016
Q1 | $1.53M | Sell |
7,174
-16,382
| -70% | -$3.26M | 0.01% | 1342 |
|
|
2015
Q4 | $4.92M | Buy |
23,556
+21,716
| +1,180% | +$3.96M | 0.02% | 670 |
|
|
2015
Q3 | $309K | Buy |
+1,840
| New | +$340K | ﹤0.01% | 1782 |
|
Other funds holding BW
BRF
HRCM
GJL
John Overdeck's BW Position: Q2 2026 in Review
John Overdeck reduced its Babcock & Wilcox (BW) stake by 91% in Q2 2026, selling an estimated $12.6M and leaving 73,211 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3592.
John Overdeck first reported a position in BW in Q3 2015 and has held it in 30 quarters since. The position peaked at $12M in Q1 2026. 200 funds tracked by Wall St. Rank hold BW as of Q2 2026.
- John Overdeck held 73,211 shares of Babcock & Wilcox worth $1.03M as of Q2 2026.
- John Overdeck sold 741,638 Babcock & Wilcox shares in Q2 2026, an estimated $12.6M.
- Babcock & Wilcox made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3592 holding.
- John Overdeck first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 30 quarters since.
- John Overdeck's Babcock & Wilcox position peaked at $12M in Q1 2026.
- 200 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.