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John Overdeck’s Danaos Corp DAC Stock Holding History

John Overdeck’s Portfolio DAC Stock Details DAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.92M Sell
64,716
-32,111
-33% -$4.01M 0.01% 1708
2026
Q1 		$10.9M Buy
96,827
+2,936
+3% +$313K 0.01% 1355
2025
Q4 		$8.84M Buy
93,891
+58,142
+163% +$5.36M 0.01% 1205
2025
Q3 		$3.21M Sell
35,749
-9,748
-21% -$899K ﹤0.01% 1801
2025
Q2 		$3.92M Buy
45,497
+22,402
+97% +$1.84M 0.01% 1392
2025
Q1 		$1.8M Sell
23,095
-14,036
-38% -$1.13M ﹤0.01% 1801
2024
Q4 		$2.97M Sell
37,131
-74,797
-67% -$6.16M 0.01% 1445
2024
Q3 		$9.71M Buy
111,928
+10,385
+10% +$867K 0.02% 773
2024
Q2 		$9.38M Buy
101,543
+79,110
+353% +$6.6M 0.02% 737
2024
Q1 		$1.62M Sell
22,433
-16,571
-42% -$1.22M ﹤0.01% 1632
2023
Q4 		$2.89M Buy
39,004
+34,604
+786% +$2.35M 0.01% 1282
2023
Q3 		$291K Sell
4,400
-1,500
-25% -$101K ﹤0.01% 2499
2023
Q2 		$394K Buy
+5,900
New +$356K ﹤0.01% 2422
2022
Q4 		– Sell
-19,300
Closed -$1.07M – 2852
2022
Q3 		$1.07M Sell
19,300
-22,100
-53% -$1.47M ﹤0.01% 1427
2022
Q2 		$2.61M Sell
41,400
-31,800
-43% -$2.55M 0.01% 1040
2022
Q1 		$7.51M Sell
73,200
-59,680
-45% -$5.43M 0.02% 723
2021
Q4 		$9.92M Sell
132,880
-3,580
-3% -$258K 0.02% 786
2021
Q3 		$11.2M Buy
136,460
+68,466
+101% +$5.19M 0.03% 721
2021
Q2 		$5.22M Buy
+67,994
New +$4.21M 0.01% 1176
2020
Q1 		– Sell
-28,487
Closed -$262K – 3244
2019
Q4 		$262K Buy
+28,487
New +$275K ﹤0.01% 3281

Other funds holding DAC

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
IFM
ION Fund Management Herzliya $1.58B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's DAC Position: Q2 2026 in Review

John Overdeck reduced its Danaos Corp (DAC) stake by 33% in Q2 2026, selling an estimated $4.01M and leaving 64,716 shares worth $7.92M. The position accounts for 0.01% of the portfolio, ranked #1708.

John Overdeck first reported a position in DAC in Q4 2019 and has held it in 20 quarters since. The position peaked at $11.2M in Q3 2021. 136 funds tracked by Wall St. Rank hold DAC as of Q2 2026.

  • John Overdeck held 64,716 shares of Danaos Corp worth $7.92M as of Q2 2026.
  • John Overdeck sold 32,111 Danaos Corp shares in Q2 2026, an estimated $4.01M.
  • Danaos Corp made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1708 holding.
  • John Overdeck first reported a position in Danaos Corp in Q4 2019 and has held it in 20 quarters since.
  • John Overdeck's Danaos Corp position peaked at $11.2M in Q3 2021.
  • 136 funds tracked by Wall St. Rank held Danaos Corp as of Q2 2026.

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