JO
LAC

John Overdeck’s Lithium Americas LAC Stock Holding History

John Overdeck’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.4M Buy
6,066,871
+510,007
+9% +$2.43M 0.02% 959
2026
Q1 		$21.9M Buy
5,556,864
+30,995
+0.6% +$152K 0.02% 897
2025
Q4 		$24.1M Buy
5,525,869
+5,509,512
+33,683% +$31.8M 0.03% 631
2025
Q3 		$93.4K Sell
16,357
-150,279
-90% -$475K ﹤0.01% 3480
2025
Q2 		$447K Sell
166,636
-68,521
-29% -$190K ﹤0.01% 2636
2025
Q1 		$637K Buy
235,157
+14,306
+6% +$43.1K ﹤0.01% 2412
2024
Q4 		$656K Sell
220,851
-227,451
-51% -$788K ﹤0.01% 2404
2024
Q3 		$1.21M Buy
448,302
+366,090
+445% +$930K ﹤0.01% 2013
2024
Q2 		$220K Buy
+82,212
New +$363K ﹤0.01% 2703

Other funds holding LAC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's LAC Position: Q2 2026 in Review

John Overdeck increased its Lithium Americas (LAC) stake by 9.2% in Q2 2026, buying an estimated $2.43M and bringing the position to 6,066,871 shares worth $23.4M. The position accounts for 0.02% of the portfolio, ranked #959.

John Overdeck first reported a position in LAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.1M in Q4 2025. 276 funds tracked by Wall St. Rank hold LAC as of Q2 2026.

  • John Overdeck held 6,066,871 shares of Lithium Americas worth $23.4M as of Q2 2026.
  • John Overdeck bought 510,007 Lithium Americas shares in Q2 2026, an estimated $2.43M.
  • Lithium Americas made up 0.02% of John Overdeck's portfolio in Q2 2026, its #959 holding.
  • John Overdeck first reported a position in Lithium Americas in Q2 2024 and has held it in 9 quarters since.
  • John Overdeck's Lithium Americas position peaked at $24.1M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2026.

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