JO
DLXY

John Overdeck’s Delixy Holdings DLXY Stock Holding History

John Overdeck’s Portfolio DLXY Stock Details DLXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.61K Sell
12,830
-5,139
-29% -$2.8K ﹤0.01% 5013
2026
Q1 		$9.35K Buy
+17,969
New +$15.4K ﹤0.01% 4532

Other funds holding DLXY

XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

John Overdeck's DLXY Position: Q2 2026 in Review

John Overdeck reduced its Delixy Holdings (DLXY) stake by 29% in Q2 2026, selling an estimated $2.8K and leaving 12,830 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #5013.

John Overdeck first reported a position in DLXY in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.35K in Q1 2026. 5 funds tracked by Wall St. Rank hold DLXY as of Q2 2026.

  • John Overdeck held 12,830 shares of Delixy Holdings worth $5.61K as of Q2 2026.
  • John Overdeck sold 5,139 Delixy Holdings shares in Q2 2026, an estimated $2.8K.
  • Delixy Holdings made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #5013 holding.
  • John Overdeck first reported a position in Delixy Holdings in Q1 2026 and has held it in 2 quarters since.
  • John Overdeck's Delixy Holdings position peaked at $9.35K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Delixy Holdings as of Q2 2026.

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