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John Overdeck’s Mayville Engineering Co MEC Stock Holding History

John Overdeck’s Portfolio MEC Stock Details MEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.45M Buy
198,912
+164,204
+473% +$4.39M 0.01% 1767
2026
Q1 		$623K Buy
+34,708
New +$668K ﹤0.01% 3581
2024
Q3 		– Sell
-10,978
Closed -$183K – 3250
2024
Q2 		$183K Sell
10,978
-2,810
-20% -$42.5K ﹤0.01% 2745
2024
Q1 		$198K Buy
+13,788
New +$180K ﹤0.01% 2722
2023
Q3 		– Sell
-37,691
Closed -$470K – 3104
2023
Q2 		$470K Buy
37,691
+19,291
+105% +$244K ﹤0.01% 2360
2023
Q1 		$275K Sell
18,400
-16,967
-48% -$247K ﹤0.01% 2461
2022
Q4 		$448K Buy
35,367
+5,035
+17% +$50.2K ﹤0.01% 2071
2022
Q3 		$197K Buy
+30,332
New +$218K ﹤0.01% 2108

Other funds holding MEC

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

John Overdeck's MEC Position: Q2 2026 in Review

John Overdeck increased its Mayville Engineering Co (MEC) stake by 473% in Q2 2026, buying an estimated $4.39M and bringing the position to 198,912 shares worth $7.45M. The position accounts for 0.01% of the portfolio, ranked #1767.

John Overdeck first reported a position in MEC in Q3 2022 and has held it in 8 quarters since. 153 funds tracked by Wall St. Rank hold MEC as of Q2 2026.

  • John Overdeck held 198,912 shares of Mayville Engineering Co worth $7.45M as of Q2 2026.
  • John Overdeck bought 164,204 Mayville Engineering Co shares in Q2 2026, an estimated $4.39M.
  • Mayville Engineering Co made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1767 holding.
  • John Overdeck first reported a position in Mayville Engineering Co in Q3 2022 and has held it in 8 quarters since.
  • 153 funds tracked by Wall St. Rank held Mayville Engineering Co as of Q2 2026.

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