John Overdeck’s Dave & Buster's PLAY Stock Holding History

John Overdeck’s Portfolio PLAY Stock Details PLAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16,000	Closed	-$173K	–	5334
2026 Q1	$173K	Buy	+16,000	New	+$256K	﹤0.01%	4306
2022 Q1	–	Sell	-7,400	Closed	-$284K	–	3936
2021 Q4	$284K	Sell	7,400 -1,600	-18%	-$59.3K	﹤0.01%	3683
2021 Q3	$345K	Sell	9,000 -13,800	-61%	-$499K	﹤0.01%	3554
2021 Q2	$926K	Buy	22,800 +1,700	+8%	+$73.6K	﹤0.01%	2540
2021 Q1	$1.01M	Buy	21,100 +13,000	+160%	+$508K	﹤0.01%	2301
2020 Q4	$243K	Buy	+8,100	New	+$180K	﹤0.01%	3005
2020 Q1	–	Sell	-8,800	Closed	-$353K	–	3674
2019 Q4	$353K	Buy	+8,800	New	+$352K	﹤0.01%	3066
2019 Q3	–	Sell	-14,200	Closed	-$575K	–	3729
2019 Q2	$575K	Buy	14,200 +6,700	+89%	+$341K	﹤0.01%	2390
2019 Q1	$374K	Buy	+7,500	New	+$368K	﹤0.01%	2453
2018 Q4	–	Sell	-7,200	Closed	-$477K	–	3399
2018 Q3	$477K	Sell	7,200 -5,800	-45%	-$314K	﹤0.01%	2484
2018 Q2	$619K	Sell	13,000 -20,500	-61%	-$908K	﹤0.01%	2503
2018 Q1	$1.4M	Sell	33,500 -15,100	-31%	-$696K	﹤0.01%	1781
2017 Q4	$2.68M	Buy	+48,600	New	+$2.48M	0.01%	1275
2017 Q2	–	Sell	-4,000	Closed	-$244K	–	3205
2017 Q1	$244K	Buy	+4,000	New	+$228K	﹤0.01%	2651

Other funds holding PLAY

HPC

Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's PLAY Position: Q2 2026 in Review

John Overdeck opened a new position in Dave & Buster's (PLAY) in Q2 2026: 1,030,749 shares worth $11.8M. The stake represents 0.01% of the portfolio and ranks #1397 among its holdings. This is a return to the name: John Overdeck previously reported a position in PLAY as recently as Q2 2024.

John Overdeck first reported a position in PLAY in Q2 2015 and has held it in 19 quarters since. The position peaked at $38.4M in Q2 2021. 169 funds tracked by Wall St. Rank hold PLAY as of Q2 2026.

John Overdeck held 1,030,749 shares of Dave & Buster's worth $11.8M as of Q2 2026.
Dave & Buster's was a new John Overdeck position in Q2 2026.
Dave & Buster's made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1397 holding.
John Overdeck first reported a position in Dave & Buster's in Q2 2015 and has held it in 19 quarters since.
John Overdeck's Dave & Buster's position peaked at $38.4M in Q2 2021.
169 funds tracked by Wall St. Rank held Dave & Buster's as of Q2 2026.

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