John Overdeck’s Norfolk Southern NSC Stock Holding History

John Overdeck’s Portfolio NSC Stock Details NSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,300	Closed	-$1.58M	–	3796
2021 Q4	$1.58M	Buy	5,300 +2,300	+77%	+$642K	﹤0.01%	2137
2021 Q3	$718K	Sell	3,000 -1,000	-25%	-$256K	﹤0.01%	2932
2021 Q2	$1.06M	Buy	+4,000	New	+$1.1M	﹤0.01%	2423
2021 Q1	–	Sell	-4,800	Closed	-$1.14M	–	4119
2020 Q4	$1.14M	Buy	+4,800	New	+$1.09M	﹤0.01%	1889
2020 Q1	–	Sell	-3,000	Closed	-$582K	–	3618
2019 Q4	$582K	Buy	+3,000	New	+$563K	﹤0.01%	2670
2019 Q2	–	Sell	-10,000	Closed	-$1.87M	–	3561
2019 Q1	$1.87M	Buy	+10,000	New	+$1.73M	0.01%	1462
2018 Q3	–	Sell	-10,000	Closed	-$1.51M	–	3468
2018 Q2	$1.51M	Buy	+10,000	New	+$1.46M	﹤0.01%	1825
2017 Q3	–	Sell	-3,000	Closed	-$365K	–	3057
2017 Q2	$365K	Sell	3,000 -1,000	-25%	-$118K	﹤0.01%	2538
2017 Q1	$448K	Sell	4,000 -50,500	-93%	-$5.91M	﹤0.01%	2405
2016 Q4	$5.89M	Buy	54,500 +27,500	+102%	+$2.78M	0.02%	763
2016 Q3	$2.62M	Buy	27,000 +4,000	+17%	+$364K	0.01%	1266
2016 Q2	$1.96M	Buy	+23,000	New	+$1.95M	0.01%	1273
2015 Q2	–	Sell	-8,000	Closed	-$823K	–	2999
2015 Q1	$823K	Buy	+8,000	New	+$856K	﹤0.01%	1695

Other funds holding NSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

John Overdeck's NSC Position: Q2 2026 in Review

John Overdeck increased its Norfolk Southern (NSC) stake by 153% in Q2 2026, buying an estimated $65M and bringing the position to 349,135 shares worth $110M. The position accounts for 0.08% of the portfolio, ranked #284.

John Overdeck first reported a position in NSC in Q2 2013 and has held it in 48 quarters since. The position peaked at $202M in Q4 2021. 1,856 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

John Overdeck held 349,135 shares of Norfolk Southern worth $110M as of Q2 2026.
John Overdeck bought 210,914 Norfolk Southern shares in Q2 2026, an estimated $65M.
Norfolk Southern made up 0.08% of John Overdeck's portfolio in Q2 2026, its #284 holding.
John Overdeck first reported a position in Norfolk Southern in Q2 2013 and has held it in 48 quarters since.
John Overdeck's Norfolk Southern position peaked at $202M in Q4 2021.
1,856 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

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