JO
LGO

John Overdeck’s Largo LGO Stock Holding History

John Overdeck’s Portfolio LGO Stock Details LGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$346K Sell
544,797
-737,606
-58% -$760K ﹤0.01% 4428
2026
Q1 		$1.44M Buy
1,282,403
+1,142,091
+814% +$1.56M ﹤0.01% 3003
2025
Q4 		$132K Buy
+140,312
New +$167K ﹤0.01% 3829

Other funds holding LGO

Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
DAM
DLD Asset Management New York $1.51B AUM 5.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFM
Brooklands Fund Management London, United Kingdom $128M AUM
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

John Overdeck's LGO Position: Q2 2026 in Review

John Overdeck reduced its Largo (LGO) stake by 58% in Q2 2026, selling an estimated $760K and leaving 544,797 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #4428.

John Overdeck first reported a position in LGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q1 2026. 38 funds tracked by Wall St. Rank hold LGO as of Q2 2026.

  • John Overdeck held 544,797 shares of Largo worth $346K as of Q2 2026.
  • John Overdeck sold 737,606 Largo shares in Q2 2026, an estimated $760K.
  • Largo made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4428 holding.
  • John Overdeck first reported a position in Largo in Q4 2025 and has held it in 3 quarters since.
  • John Overdeck's Largo position peaked at $1.44M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Largo as of Q2 2026.

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