JO
CSW

John Overdeck’s CSW Industrials CSW Stock Holding History

John Overdeck’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,800
Closed -$516K – 3690
2025
Q2 		$516K Sell
1,800
-9,202
-84% -$2.78M ﹤0.01% 2570
2025
Q1 		$3.21M Buy
11,002
+5,502
+100% +$1.79M 0.01% 1399
2024
Q4 		$1.94M Sell
5,500
-708
-11% -$275K ﹤0.01% 1739
2024
Q3 		$2.27M Sell
6,208
-32,480
-84% -$10.1M 0.01% 1592
2024
Q2 		$10.3M Buy
38,688
+29,185
+307% +$7.24M 0.02% 701
2024
Q1 		$2.23M Sell
9,503
-46,063
-83% -$10.3M 0.01% 1403
2023
Q4 		$11.5M Buy
55,566
+11,049
+25% +$2M 0.03% 615
2023
Q3 		$7.8M Sell
44,517
-2,242
-5% -$397K 0.02% 693
2023
Q2 		$7.77M Buy
46,759
+5,806
+14% +$838K 0.02% 745
2023
Q1 		$5.69M Buy
40,953
+9,327
+29% +$1.26M 0.02% 843
2022
Q4 		$3.67M Buy
31,626
+15,900
+101% +$1.9M 0.01% 1011
2022
Q3 		$1.88M Sell
15,726
-3,952
-20% -$484K 0.01% 1175
2022
Q2 		$2.03M Buy
+19,678
New +$2.1M 0.01% 1198
2020
Q3 		– Sell
-3,664
Closed -$253K – 3167
2020
Q2 		$253K Buy
+3,664
New +$247K ﹤0.01% 2491
2020
Q1 		– Sell
-11,483
Closed -$884K – 3226
2019
Q4 		$884K Sell
11,483
-369
-3% -$26.5K ﹤0.01% 2298
2019
Q3 		$818K Sell
11,852
-4,936
-29% -$341K ﹤0.01% 2154
2019
Q2 		$1.14M Sell
16,788
-15,570
-48% -$974K ﹤0.01% 1842
2019
Q1 		$1.85M Buy
32,358
+9,479
+41% +$512K 0.01% 1468
2018
Q4 		$1.11M Sell
22,879
-14,487
-39% -$720K ﹤0.01% 1592
2018
Q3 		$2.01M Sell
37,366
-7,488
-17% -$409K 0.01% 1484
2018
Q2 		$2.37M Buy
44,854
+19,209
+75% +$912K 0.01% 1498
2018
Q1 		$1.16M Buy
25,645
+16,636
+185% +$774K ﹤0.01% 1908
2017
Q4 		$414K Buy
+9,009
New +$425K ﹤0.01% 2559
2017
Q3 		– Sell
-31,434
Closed -$1.22M – 2795
2017
Q2 		$1.22M Sell
31,434
-13,866
-31% -$501K ﹤0.01% 1777
2017
Q1 		$1.66M Sell
45,300
-38,545
-46% -$1.41M 0.01% 1569
2016
Q4 		$3.09M Buy
+83,845
New +$2.85M 0.01% 1165

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's CSW Position: Q3 2025 in Review

John Overdeck sold out of CSW Industrials (CSW) in Q3 2025, closing a stake of 1,800 shares — an estimated $516K sold.

John Overdeck first reported a position in CSW in Q4 2016 and held it in 26 quarters. The position peaked at $11.5M in Q4 2023. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2025.

  • John Overdeck reported no remaining CSW Industrials position as of Q3 2025 after selling out during the quarter.
  • John Overdeck sold 1,800 CSW Industrials shares in Q3 2025, an estimated $516K.
  • John Overdeck first reported a position in CSW Industrials in Q4 2016 and held it in 26 quarters.
  • John Overdeck's CSW Industrials position peaked at $11.5M in Q4 2023.
  • 346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.