JO
NMG

John Overdeck’s Nouveau Monde Graphite NMG Stock Holding History

John Overdeck’s Portfolio NMG Stock Details NMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$466K Buy
310,947
+291,847
+1,528% +$552K ﹤0.01% 4209
2026
Q1 		$42.8K Buy
+19,100
New +$46.6K ﹤0.01% 4464

Other funds holding NMG

GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
DAM
DLD Asset Management New York $1.51B AUM 5.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 374.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

John Overdeck's NMG Position: Q2 2026 in Review

John Overdeck increased its Nouveau Monde Graphite (NMG) stake by 1,528% in Q2 2026, buying an estimated $552K and bringing the position to 310,947 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #4209.

John Overdeck first reported a position in NMG in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold NMG as of Q2 2026.

  • John Overdeck held 310,947 shares of Nouveau Monde Graphite worth $466K as of Q2 2026.
  • John Overdeck bought 291,847 Nouveau Monde Graphite shares in Q2 2026, an estimated $552K.
  • Nouveau Monde Graphite made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4209 holding.
  • John Overdeck first reported a position in Nouveau Monde Graphite in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Nouveau Monde Graphite as of Q2 2026.

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