Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.26M Sell
888,208
-147,795
-14% -$419K ﹤0.01% 2878
2026
Q1
$3.18M Buy
1,036,003
+302,219
+41% +$1.15M ﹤0.01% 2396
2025
Q4
$3.03M Buy
733,784
+416,612
+131% +$1.5M ﹤0.01% 2138
2025
Q3
$996K Buy
317,172
+306,820
+2,964% +$914K ﹤0.01% 2575
2025
Q2
$20.7K Buy
+10,352
New +$22K ﹤0.01% 3116
2025
Q1
Sell
-44,304
Closed -$134K 3319
2024
Q4
$134K Sell
44,304
-796
-2% -$2.23K ﹤0.01% 2933
2024
Q3
$133K Sell
45,100
-148,405
-77% -$497K ﹤0.01% 2859
2024
Q2
$693K Buy
193,505
+51,815
+37% +$202K ﹤0.01% 2198
2024
Q1
$632K Sell
141,690
-229,350
-62% -$1.05M ﹤0.01% 2219
2023
Q4
$1.81M Buy
371,040
+185,706
+100% +$820K ﹤0.01% 1657
2023
Q3
$925K Buy
+185,334
New +$1.05M ﹤0.01% 1982
2023
Q1
Sell
-48,522
Closed -$103K 3055
2022
Q4
$103K Buy
+48,522
New +$153K ﹤0.01% 2505
2022
Q2
Sell
-35,438
Closed -$493K 2693
2022
Q1
$493K Buy
35,438
+13,385
+61% +$172K ﹤0.01% 2020
2021
Q4
$286K Buy
+22,053
New +$267K ﹤0.01% 3676

Other funds holding HLLY

John Overdeck's HLLY Position: Q2 2026 in Review

John Overdeck reduced its Holley (HLLY) stake by 14% in Q2 2026, selling an estimated $419K and leaving 888,208 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

John Overdeck first reported a position in HLLY in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.18M in Q1 2026. 132 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • John Overdeck held 888,208 shares of Holley worth $2.26M as of Q2 2026.
  • John Overdeck sold 147,795 Holley shares in Q2 2026, an estimated $419K.
  • Holley made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2878 holding.
  • John Overdeck first reported a position in Holley in Q4 2021 and has held it in 14 quarters since.
  • John Overdeck's Holley position peaked at $3.18M in Q1 2026.
  • 132 funds tracked by Wall St. Rank held Holley as of Q2 2026.

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