John Overdeck’s Hamilton Beach Brands HBB Stock Holding History

John Overdeck’s Portfolio HBB Stock Details HBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Buy	+10,496	New	+$209K	﹤0.01%	4656
2025 Q4	–	Sell	-11,437	Closed	-$164K	–	4196
2025 Q3	$164K	Buy	+11,437	New	+$179K	﹤0.01%	3411
2025 Q1	–	Sell	-10,534	Closed	-$177K	–	3311
2024 Q4	$177K	Buy	+10,534	New	+$244K	﹤0.01%	2892
2021 Q3	–	Sell	-30,886	Closed	-$688K	–	4424
2021 Q2	$688K	Sell	30,886 -11,272	-27%	-$246K	﹤0.01%	2819
2021 Q1	$764K	Buy	+42,158	New	+$766K	﹤0.01%	2563
2019 Q4	–	Sell	-22,111	Closed	-$358K	–	3777
2019 Q3	$358K	Buy	+22,111	New	+$342K	﹤0.01%	2819
2018 Q3	–	Sell	-16,936	Closed	-$492K	–	3345
2018 Q2	$492K	Sell	16,936 -2,840	-14%	-$73.5K	﹤0.01%	2658
2018 Q1	$420K	Buy	19,776 +11,247	+132%	+$279K	﹤0.01%	2582
2017 Q4	$219K	Buy	+8,529	New	+$274K	﹤0.01%	2882

Other funds holding HBB

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

John Overdeck's HBB Position: Q2 2026 in Review

John Overdeck opened a new position in Hamilton Beach Brands (HBB) in Q2 2026: 10,496 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #4656 among its holdings. This is a return to the name: John Overdeck previously reported a position in HBB as recently as Q3 2025.

John Overdeck first reported a position in HBB in Q4 2017 and has held it in 9 quarters since. The position peaked at $764K in Q1 2021. 80 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

John Overdeck held 10,496 shares of Hamilton Beach Brands worth $242K as of Q2 2026.
Hamilton Beach Brands was a new John Overdeck position in Q2 2026.
Hamilton Beach Brands made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4656 holding.
John Overdeck first reported a position in Hamilton Beach Brands in Q4 2017 and has held it in 9 quarters since.
John Overdeck's Hamilton Beach Brands position peaked at $764K in Q1 2021.
80 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

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