John Overdeck’s Leslie's LESL Stock Holding History

John Overdeck’s Portfolio LESL Stock Details LESL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$428K	Sell	42,127 -1,708	-4%	-$6.7K	﹤0.01%	4273
2026 Q1	$49.1K	Sell	43,835 -21,208	-33%	-$27.3K	﹤0.01%	4453
2025 Q4	$107K	Sell	65,043 -28,166	-30%	-$91.3K	﹤0.01%	3849
2025 Q3	$513K	Buy	93,209 +35,633	+62%	+$263K	﹤0.01%	2972
2025 Q2	$484K	Sell	57,576 -5,585	-9%	-$73.5K	﹤0.01%	2599
2025 Q1	$929K	Buy	63,161 +39,417	+166%	+$1.21M	﹤0.01%	2219
2024 Q4	$1.06M	Buy	23,744 +17,774	+298%	+$944K	﹤0.01%	2141
2024 Q3	$377K	Buy	+5,970	New	+$368K	﹤0.01%	2587
2023 Q2	–	Sell	-820	Closed	-$181K	–	3153
2023 Q1	$181K	Buy	+820	New	+$213K	﹤0.01%	2581
2022 Q1	–	Sell	-28,850	Closed	-$13.7M	–	3562
2021 Q4	$13.7M	Buy	28,850 +22,035	+323%	+$9.51M	0.03%	639
2021 Q3	$2.8M	Buy	+6,815	New	+$3.26M	0.01%	1674
2021 Q2	–	Sell	-5,183	Closed	-$2.54M	–	4342
2021 Q1	$2.54M	Buy	5,183 +1,834	+55%	+$937K	0.01%	1523
2020 Q4	$1.86M	Buy	+3,349	New	+$1.51M	0.01%	1541

Other funds holding LESL

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LVIA

Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return

JAIC

Josh Arnold Investment Consultant Edina, Minnesota $159M AUM 142.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

John Overdeck's LESL Position: Q2 2026 in Review

John Overdeck reduced its Leslie's (LESL) stake by 3.9% in Q2 2026, selling an estimated $6.7K and leaving 42,127 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #4273.

John Overdeck first reported a position in LESL in Q4 2020 and has held it in 13 quarters since. The position peaked at $13.7M in Q4 2021. 46 funds tracked by Wall St. Rank hold LESL as of Q2 2026.

John Overdeck held 42,127 shares of Leslie's worth $428K as of Q2 2026.
John Overdeck sold 1,708 Leslie's shares in Q2 2026, an estimated $6.7K.
Leslie's made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4273 holding.
John Overdeck first reported a position in Leslie's in Q4 2020 and has held it in 13 quarters since.
John Overdeck's Leslie's position peaked at $13.7M in Q4 2021.
46 funds tracked by Wall St. Rank held Leslie's as of Q2 2026.

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