Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.24M Buy
+7,600
New +$1.35M ﹤0.01% 3445

Other funds holding CAMT

John Overdeck's CAMT Position: Q2 2026 in Review

John Overdeck reduced its Camtek (CAMT) stake by 16% in Q2 2026, selling an estimated $6.77M and leaving 199,476 shares worth $32.5M. The position accounts for 0.02% of the portfolio, ranked #758.

John Overdeck first reported a position in CAMT in Q2 2014 and has held it in 28 quarters since. The position peaked at $52.8M in Q3 2024. 235 funds tracked by Wall St. Rank hold CAMT as of Q2 2026.

  • John Overdeck held 199,476 shares of Camtek worth $32.5M as of Q2 2026.
  • John Overdeck sold 38,189 Camtek shares in Q2 2026, an estimated $6.77M.
  • Camtek made up 0.02% of John Overdeck's portfolio in Q2 2026, its #758 holding.
  • John Overdeck first reported a position in Camtek in Q2 2014 and has held it in 28 quarters since.
  • John Overdeck's Camtek position peaked at $52.8M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Camtek as of Q2 2026.

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