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John Overdeck’s GrafTech EAF Stock Holding History

John Overdeck’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Sell
34,870
-28,544
-45% -$241K ﹤0.01% 4770
2026
Q1 		$430K Sell
63,414
-10,973
-15% -$116K ﹤0.01% 3830
2025
Q4 		$1.15M Buy
74,387
+12,676
+21% +$193K ﹤0.01% 2821
2025
Q3 		$791K Buy
61,711
+44,876
+267% +$519K ﹤0.01% 2733
2025
Q2 		$164K Buy
16,835
+11,268
+202% +$99.6K ﹤0.01% 2947
2025
Q1 		$48.7K Buy
5,567
+4,534
+439% +$58.9K ﹤0.01% 3047
2024
Q4 		$17.9K Buy
+1,033
New +$19.2K ﹤0.01% 3116
2024
Q3 		– Sell
-16,381
Closed -$159K – 3165
2024
Q2 		$159K Sell
16,381
-9,999
-38% -$154K ﹤0.01% 2772
2024
Q1 		$364K Sell
26,380
-46,265
-64% -$722K ﹤0.01% 2475
2023
Q4 		$1.59M Buy
+72,645
New +$2.05M ﹤0.01% 1771
2023
Q1 		– Sell
-1,530
Closed -$72.8K – 3014
2022
Q4 		$72.8K Buy
+1,530
New +$74.3K ﹤0.01% 2548
2022
Q1 		– Sell
-60,840
Closed -$7.2M – 3120
2021
Q4 		$7.2M Sell
60,840
-103,943
-63% -$12.1M 0.02% 981
2021
Q3 		$17M Sell
164,783
-49,493
-23% -$5.41M 0.04% 529
2021
Q2 		$24.9M Buy
214,276
+22,564
+12% +$2.83M 0.06% 420
2021
Q1 		$23.4M Buy
191,712
+174,134
+991% +$20.1M 0.06% 372
2020
Q4 		$1.87M Sell
17,578
-21,493
-55% -$1.73M 0.01% 1535
2020
Q3 		$2.67M Buy
+39,071
New +$2.73M 0.01% 1135
2020
Q1 		– Sell
-23,195
Closed -$2.69M – 3276
2019
Q4 		$2.69M Buy
+23,195
New +$2.91M 0.01% 1352
2019
Q3 		– Sell
-10,511
Closed -$1.21M – 3528
2019
Q2 		$1.21M Buy
+10,511
New +$1.23M ﹤0.01% 1785

Other funds holding EAF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $41.5M AUM 245.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BSP
Benefit Street Partners New York $69.6M AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's EAF Position: Q2 2026 in Review

John Overdeck reduced its GrafTech (EAF) stake by 45% in Q2 2026, selling an estimated $241K and leaving 34,870 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #4770.

John Overdeck first reported a position in EAF in Q2 2019 and has held it in 19 quarters since. The position peaked at $24.9M in Q2 2021. 88 funds tracked by Wall St. Rank hold EAF as of Q2 2026.

  • John Overdeck held 34,870 shares of GrafTech worth $206K as of Q2 2026.
  • John Overdeck sold 28,544 GrafTech shares in Q2 2026, an estimated $241K.
  • GrafTech made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4770 holding.
  • John Overdeck first reported a position in GrafTech in Q2 2019 and has held it in 19 quarters since.
  • John Overdeck's GrafTech position peaked at $24.9M in Q2 2021.
  • 88 funds tracked by Wall St. Rank held GrafTech as of Q2 2026.

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