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John Overdeck’s LSI Industries LYTS Stock Holding History

John Overdeck’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79M Sell
67,447
-266,319
-80% -$6.15M ﹤0.01% 3105
2026
Q1 		$6.21M Buy
333,766
+193,446
+138% +$3.99M 0.01% 1789
2025
Q4 		$2.57M Buy
140,320
+80,546
+135% +$1.64M ﹤0.01% 2258
2025
Q3 		$1.41M Buy
59,774
+737
+1% +$15K ﹤0.01% 2356
2025
Q2 		$1M Buy
+59,037
New +$948K ﹤0.01% 2249
2025
Q1 		– Sell
-17,535
Closed -$341K – 3379
2024
Q4 		$341K Sell
17,535
-3,288
-16% -$61K ﹤0.01% 2695
2024
Q3 		$336K Sell
20,823
-17,182
-45% -$263K ﹤0.01% 2632
2024
Q2 		$550K Sell
38,005
-62,138
-62% -$938K ﹤0.01% 2320
2024
Q1 		$1.51M Sell
100,143
-33,635
-25% -$476K ﹤0.01% 1690
2023
Q4 		$1.88M Sell
133,778
-41,231
-24% -$584K ﹤0.01% 1613
2023
Q3 		$2.78M Sell
175,009
-19,411
-10% -$271K 0.01% 1198
2023
Q2 		$2.44M Buy
194,420
+10,657
+6% +$133K 0.01% 1302
2023
Q1 		$2.56M Buy
183,763
+94,050
+105% +$1.3M 0.01% 1237
2022
Q4 		$1.1M Buy
89,713
+46,537
+108% +$466K ﹤0.01% 1649
2022
Q3 		$332K Buy
43,176
+7,262
+20% +$50.6K ﹤0.01% 1931
2022
Q2 		$222K Buy
35,914
+10,097
+39% +$64.8K ﹤0.01% 2126
2022
Q1 		$155K Sell
25,817
-12,313
-32% -$81.8K ﹤0.01% 2375
2021
Q4 		$262K Sell
38,130
-8,335
-18% -$62.9K ﹤0.01% 3739
2021
Q3 		$360K Sell
46,465
-19,294
-29% -$147K ﹤0.01% 3524
2021
Q2 		$527K Buy
65,759
+46,675
+245% +$392K ﹤0.01% 3047
2021
Q1 		$163K Buy
+19,084
New +$178K ﹤0.01% 3662
2020
Q3 		– Sell
-16,852
Closed -$109K – 3363
2020
Q2 		$109K Sell
16,852
-40,740
-71% -$235K ﹤0.01% 2777
2020
Q1 		$218K Sell
57,592
-55,861
-49% -$320K ﹤0.01% 2595
2019
Q4 		$686K Sell
113,453
-5,428
-5% -$29.9K ﹤0.01% 2543
2019
Q3 		$621K Sell
118,881
-9,674
-8% -$41.1K ﹤0.01% 2373
2019
Q2 		$469K Sell
128,555
-30,072
-19% -$103K ﹤0.01% 2547
2019
Q1 		$417K Sell
158,627
-25,395
-14% -$81.6K ﹤0.01% 2384
2018
Q4 		$583K Sell
184,022
-12,809
-7% -$53.4K ﹤0.01% 2003
2018
Q3 		$905K Buy
196,831
+10,309
+6% +$51.8K ﹤0.01% 2050
2018
Q2 		$996K Buy
186,522
+82,796
+80% +$503K ﹤0.01% 2155
2018
Q1 		$841K Buy
103,726
+5,556
+6% +$43.3K ﹤0.01% 2124
2017
Q4 		$675K Sell
98,170
-11,809
-11% -$79.8K ﹤0.01% 2232
2017
Q3 		$727K Buy
109,979
+51,700
+89% +$361K ﹤0.01% 1909
2017
Q2 		$527K Sell
58,279
-398
-0.7% -$3.6K ﹤0.01% 2291
2017
Q1 		$592K Sell
58,677
-10,618
-15% -$103K ﹤0.01% 2245
2016
Q4 		$675K Sell
69,295
-10,842
-14% -$107K ﹤0.01% 2299
2016
Q3 		$900K Buy
80,137
+2,864
+4% +$30.6K ﹤0.01% 2034
2016
Q2 		$855K Sell
77,273
-24,662
-24% -$293K ﹤0.01% 1862
2016
Q1 		$1.2M Buy
101,935
+41,077
+67% +$447K 0.01% 1498
2015
Q4 		$742K Sell
60,858
-3,828
-6% -$41.6K ﹤0.01% 1708
2015
Q3 		$546K Buy
+64,686
New +$607K ﹤0.01% 1497
2014
Q4 		– Sell
-15,352
Closed -$93K – 2311
2014
Q3 		$93K Sell
15,352
-2,532
-14% -$17.8K ﹤0.01% 1672
2014
Q2 		$143K Buy
17,884
+2,179
+14% +$17.2K ﹤0.01% 2020
2014
Q1 		$128K Sell
15,705
-7,059
-31% -$59.3K ﹤0.01% 1858
2013
Q4 		$197K Buy
+22,764
New +$199K ﹤0.01% 2016

Other funds holding LYTS

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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's LYTS Position: Q2 2026 in Review

John Overdeck reduced its LSI Industries (LYTS) stake by 80% in Q2 2026, selling an estimated $6.15M and leaving 67,447 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

John Overdeck first reported a position in LYTS in Q4 2013 and has held it in 45 quarters since. The position peaked at $6.21M in Q1 2026. 173 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

  • John Overdeck held 67,447 shares of LSI Industries worth $1.79M as of Q2 2026.
  • John Overdeck sold 266,319 LSI Industries shares in Q2 2026, an estimated $6.15M.
  • LSI Industries made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3105 holding.
  • John Overdeck first reported a position in LSI Industries in Q4 2013 and has held it in 45 quarters since.
  • John Overdeck's LSI Industries position peaked at $6.21M in Q1 2026.
  • 173 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

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