John Overdeck’s Franco-Nevada FNV Stock Holding History

John Overdeck’s Portfolio FNV Stock Details FNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$375K	Buy	+1,800	New	+$420K	﹤0.01%	4369
2021 Q2	–	Sell	-8,000	Closed	-$1M	–	4210
2021 Q1	$1M	Buy	8,000 +2,200	+38%	+$265K	﹤0.01%	2307
2020 Q4	$727K	Buy	5,800 +1,700	+41%	+$229K	﹤0.01%	2228
2020 Q3	$572K	Buy	4,100 +100	+3%	+$14.9K	﹤0.01%	2143
2020 Q2	$559K	Sell	4,000 -10,500	-72%	-$1.4M	﹤0.01%	1931
2020 Q1	$1.44M	Sell	14,500 -21,200	-59%	-$2.3M	0.01%	1166
2019 Q4	$3.69M	Buy	35,700 +10,400	+41%	+$1.01M	0.01%	1144
2019 Q3	$2.31M	Buy	25,300 +17,300	+216%	+$1.59M	0.01%	1320
2019 Q2	$679K	Buy	+8,000	New	+$604K	﹤0.01%	2261
2019 Q1	–	Sell	-6,000	Closed	-$421K	–	3169
2018 Q4	$421K	Sell	6,000 -18,400	-75%	-$1.23M	﹤0.01%	2220
2018 Q3	$1.53M	Buy	24,400 +10,800	+79%	+$739K	﹤0.01%	1670
2018 Q2	$993K	Buy	13,600 +10,600	+353%	+$751K	﹤0.01%	2158
2018 Q1	$205K	Buy	+3,000	New	+$220K	﹤0.01%	2972
2017 Q3	–	Sell	-6,000	Closed	-$433K	–	2882
2017 Q2	$433K	Sell	6,000 -12,500	-68%	-$884K	﹤0.01%	2432
2017 Q1	$1.21M	Buy	18,500 +14,500	+363%	+$935K	﹤0.01%	1795
2016 Q4	$239K	Sell	4,000 -29,800	-88%	-$1.82M	﹤0.01%	2858
2016 Q3	$2.36M	Buy	33,800 +26,800	+383%	+$2.01M	0.01%	1337
2016 Q2	$532K	Buy	+7,000	New	+$473K	﹤0.01%	2205
2015 Q3	–	Sell	-6,000	Closed	-$286K	–	2372
2015 Q2	$286K	Sell	6,000 -7,000	-54%	-$355K	﹤0.01%	2456
2015 Q1	$631K	Buy	+13,000	New	+$676K	﹤0.01%	1844

Other funds holding FNV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

John Overdeck's FNV Position: Q2 2026 in Review

John Overdeck reduced its Franco-Nevada (FNV) stake by 33% in Q2 2026, selling an estimated $100M and leaving 863,844 shares worth $180M. The position accounts for 0.13% of the portfolio, ranked #168.

John Overdeck first reported a position in FNV in Q4 2013 and has held it in 34 quarters since. The position peaked at $319M in Q1 2026. 659 funds tracked by Wall St. Rank hold FNV as of Q2 2026.

John Overdeck held 863,844 shares of Franco-Nevada worth $180M as of Q2 2026.
John Overdeck sold 429,393 Franco-Nevada shares in Q2 2026, an estimated $100M.
Franco-Nevada made up 0.13% of John Overdeck's portfolio in Q2 2026, its #168 holding.
John Overdeck first reported a position in Franco-Nevada in Q4 2013 and has held it in 34 quarters since.
John Overdeck's Franco-Nevada position peaked at $319M in Q1 2026.
659 funds tracked by Wall St. Rank held Franco-Nevada as of Q2 2026.

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