JO
CDNL

John Overdeck’s Cardinal Infrastructure Group CDNL Stock Holding History

John Overdeck’s Portfolio CDNL Stock Details CDNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2M Buy
182,180
+45,320
+33% +$2.61M 0.01% 1155
2026
Q1 		$5.43M Buy
136,860
+125,860
+1,144% +$3.65M ﹤0.01% 1912
2025
Q4 		$266K Buy
+11,000
New +$272K ﹤0.01% 3635

Other funds holding CDNL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

John Overdeck's CDNL Position: Q2 2026 in Review

John Overdeck increased its Cardinal Infrastructure Group (CDNL) stake by 33% in Q2 2026, buying an estimated $2.61M and bringing the position to 182,180 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #1155.

John Overdeck first reported a position in CDNL in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold CDNL as of Q2 2026.

  • John Overdeck held 182,180 shares of Cardinal Infrastructure Group worth $17.2M as of Q2 2026.
  • John Overdeck bought 45,320 Cardinal Infrastructure Group shares in Q2 2026, an estimated $2.61M.
  • Cardinal Infrastructure Group made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1155 holding.
  • John Overdeck first reported a position in Cardinal Infrastructure Group in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Cardinal Infrastructure Group as of Q2 2026.

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