JO
MSIF

John Overdeck’s MSC Income Fund Inc MSIF Stock Holding History

John Overdeck’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.07M Sell
783,888
-350,383
-31% -$4.29M 0.01% 1592
2026
Q1 		$13.8M Buy
1,134,271
+792,722
+232% +$10.3M 0.01% 1193
2025
Q4 		$4.49M Buy
+341,549
New +$4.54M 0.01% 1813

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

John Overdeck's MSIF Position: Q2 2026 in Review

John Overdeck reduced its MSC Income Fund Inc (MSIF) stake by 31% in Q2 2026, selling an estimated $4.29M and leaving 783,888 shares worth $9.07M. The position accounts for 0.01% of the portfolio, ranked #1592.

John Overdeck first reported a position in MSIF in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.8M in Q1 2026. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • John Overdeck held 783,888 shares of MSC Income Fund Inc worth $9.07M as of Q2 2026.
  • John Overdeck sold 350,383 MSC Income Fund Inc shares in Q2 2026, an estimated $4.29M.
  • MSC Income Fund Inc made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1592 holding.
  • John Overdeck first reported a position in MSC Income Fund Inc in Q4 2025 and has held it in 3 quarters since.
  • John Overdeck's MSC Income Fund Inc position peaked at $13.8M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

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