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John Overdeck’s Pangaea Logistics PANL Stock Holding History

John Overdeck’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.4M Buy
983,940
+347,062
+54% +$2.63M ﹤0.01% 1908
2026
Q1 		$4.51M Buy
636,878
+584,572
+1,118% +$4.61M ﹤0.01% 2067
2025
Q4 		$360K Buy
52,306
+39,855
+320% +$241K ﹤0.01% 3497
2025
Q3 		$63.3K Buy
+12,451
New +$64.4K ﹤0.01% 3521
2025
Q2 		– Sell
-36,945
Closed -$176K – 3440
2025
Q1 		$176K Sell
36,945
-47,780
-56% -$252K ﹤0.01% 2878
2024
Q4 		$454K Sell
84,725
-127,349
-60% -$767K ﹤0.01% 2578
2024
Q3 		$1.53M Sell
212,074
-44,960
-17% -$310K ﹤0.01% 1840
2024
Q2 		$2.01M Buy
257,034
+76,169
+42% +$567K ﹤0.01% 1538
2024
Q1 		$1.26M Buy
180,865
+78,318
+76% +$641K ﹤0.01% 1797
2023
Q4 		$845K Buy
102,547
+87,781
+594% +$591K ﹤0.01% 2172
2023
Q3 		$86.8K Sell
14,766
-65,270
-82% -$407K ﹤0.01% 2760
2023
Q2 		$542K Buy
80,036
+4,463
+6% +$27.6K ﹤0.01% 2293
2023
Q1 		$444K Buy
75,573
+56,973
+306% +$342K ﹤0.01% 2256
2022
Q4 		$95.8K Sell
18,600
-15,800
-46% -$78K ﹤0.01% 2514
2022
Q3 		$159K Sell
34,400
-125,251
-78% -$614K ﹤0.01% 2155
2022
Q2 		$811K Buy
159,651
+77,246
+94% +$423K ﹤0.01% 1629
2022
Q1 		$458K Buy
+82,405
New +$387K ﹤0.01% 2066
2021
Q4 		– Sell
-68,910
Closed -$348K – 4716
2021
Q3 		$348K Buy
+68,910
New +$338K ﹤0.01% 3548

Other funds holding PANL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

John Overdeck's PANL Position: Q2 2026 in Review

John Overdeck increased its Pangaea Logistics (PANL) stake by 54% in Q2 2026, buying an estimated $2.63M and bringing the position to 983,940 shares worth $6.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

John Overdeck first reported a position in PANL in Q3 2021 and has held it in 18 quarters since. 159 funds tracked by Wall St. Rank hold PANL as of Q2 2026.

  • John Overdeck held 983,940 shares of Pangaea Logistics worth $6.4M as of Q2 2026.
  • John Overdeck bought 347,062 Pangaea Logistics shares in Q2 2026, an estimated $2.63M.
  • Pangaea Logistics made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1908 holding.
  • John Overdeck first reported a position in Pangaea Logistics in Q3 2021 and has held it in 18 quarters since.
  • 159 funds tracked by Wall St. Rank held Pangaea Logistics as of Q2 2026.

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