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	$521K	Buy	+2,500	New	+$583K	﹤0.01%	4132
2021 Q2	–	Sell	-7,000	Closed	-$877K	–	4211
2021 Q1	$877K	Buy	7,000 +4,000	+133%	+$482K	﹤0.01%	2439
2020 Q4	$376K	Sell	3,000 -5,500	-65%	-$742K	﹤0.01%	2703
2020 Q3	$1.19M	Buy	8,500 +5,000	+143%	+$743K	﹤0.01%	1646
2020 Q2	$489K	Sell	3,500 -9,900	-74%	-$1.32M	﹤0.01%	2011
2020 Q1	$1.33M	Sell	13,400 -22,600	-63%	-$2.45M	0.01%	1216
2019 Q4	$3.72M	Buy	36,000 +10,800	+43%	+$1.04M	0.01%	1139
2019 Q3	$2.3M	Buy	25,200 +16,200	+180%	+$1.49M	0.01%	1324
2019 Q2	$764K	Buy	+9,000	New	+$680K	﹤0.01%	2173
2018 Q4	–	Sell	-12,000	Closed	-$751K	–	3159
2018 Q3	$751K	Buy	12,000 +1,200	+11%	+$82.1K	﹤0.01%	2185
2018 Q2	$789K	Buy	10,800 +5,800	+116%	+$411K	﹤0.01%	2326
2018 Q1	$342K	Buy	+5,000	New	+$366K	﹤0.01%	2711
2017 Q3	–	Sell	-6,000	Closed	-$433K	–	2883
2017 Q2	$433K	Sell	6,000 -12,000	-67%	-$849K	﹤0.01%	2433
2017 Q1	$1.18M	Buy	18,000 +14,000	+350%	+$902K	﹤0.01%	1814
2016 Q4	$239K	Sell	4,000 -24,200	-86%	-$1.48M	﹤0.01%	2859
2016 Q3	$1.97M	Buy	28,200 +17,200	+156%	+$1.29M	0.01%	1470
2016 Q2	$837K	Buy	+11,000	New	+$744K	﹤0.01%	1881
2015 Q3	–	Sell	-8,000	Closed	-$381K	–	2373
2015 Q2	$381K	Sell	8,000 -1,000	-11%	-$50.7K	﹤0.01%	2280
2015 Q1	$437K	Buy	+9,000	New	+$468K	﹤0.01%	2053

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.