JO
KRMN

John Overdeck’s Karman Holdings KRMN Stock Holding History

John Overdeck’s Portfolio KRMN Stock Details KRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.6M Sell
152,331
-14,010
-8% -$906K 0.01% 1746
2026
Q1 		$13.3M Buy
166,341
+81,018
+95% +$7.81M 0.01% 1215
2025
Q4 		$6.24M Sell
85,323
-196,561
-70% -$14.2M 0.01% 1518
2025
Q3 		$20.4M Buy
281,884
+277,684
+6,612% +$15.2M 0.03% 625
2025
Q2 		$212K Sell
4,200
-2,020
-32% -$81.3K ﹤0.01% 2902
2025
Q1 		$208K Buy
+6,220
New +$201K ﹤0.01% 2842

Other funds holding KRMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return

John Overdeck's KRMN Position: Q2 2026 in Review

John Overdeck reduced its Karman Holdings (KRMN) stake by 8.4% in Q2 2026, selling an estimated $906K and leaving 152,331 shares worth $7.6M. The position accounts for 0.01% of the portfolio, ranked #1746.

John Overdeck first reported a position in KRMN in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.4M in Q3 2025. 355 funds tracked by Wall St. Rank hold KRMN as of Q2 2026.

  • John Overdeck held 152,331 shares of Karman Holdings worth $7.6M as of Q2 2026.
  • John Overdeck sold 14,010 Karman Holdings shares in Q2 2026, an estimated $906K.
  • Karman Holdings made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1746 holding.
  • John Overdeck first reported a position in Karman Holdings in Q1 2025 and has held it in 6 quarters since.
  • John Overdeck's Karman Holdings position peaked at $20.4M in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Karman Holdings as of Q2 2026.

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