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John Overdeck’s MP Materials MP Stock Holding History

John Overdeck’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.82M Sell
175,300
-45,500
-21% -$2.77M 0.01% 1532
2026
Q1 		$10.7M Sell
220,800
-1,063,400
-83% -$63.6M 0.01% 1366
2025
Q4 		$64.9M Buy
1,284,200
+78,700
+7% +$4.99M 0.09% 281
2025
Q3 		$80.9M Buy
1,205,500
+30,000
+3% +$1.89M 0.12% 227
2025
Q2 		$39.1M Buy
1,175,500
+87,900
+8% +$2.24M 0.07% 347
2025
Q1 		$26.5M Buy
1,087,600
+83,200
+8% +$1.93M 0.06% 398
2024
Q4 		$15.7M Buy
1,004,400
+30,700
+3% +$569K 0.03% 571
2024
Q3 		$17.2M Buy
973,700
+25,200
+3% +$342K 0.04% 547
2024
Q2 		$12.1M Buy
948,500
+594,100
+168% +$9.33M 0.03% 640
2024
Q1 		$5.07M Buy
+354,400
New +$5.61M 0.01% 962

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

John Overdeck's MP Position: Q2 2026 in Review

John Overdeck reduced its MP Materials (MP) stake by 85% in Q2 2026, selling an estimated $77.8M and leaving 229,696 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #1330.

John Overdeck first reported a position in MP in Q4 2021 and has held it in 13 quarters since. The position peaked at $79.9M in Q2 2025. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • John Overdeck held 229,696 shares of MP Materials worth $12.9M as of Q2 2026.
  • John Overdeck sold 1,278,877 MP Materials shares in Q2 2026, an estimated $77.8M.
  • MP Materials made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1330 holding.
  • John Overdeck first reported a position in MP Materials in Q4 2021 and has held it in 13 quarters since.
  • John Overdeck's MP Materials position peaked at $79.9M in Q2 2025.
  • 751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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