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	-12,300	Closed	-$133K	–	5335
2026 Q1	$133K	Buy	+12,300	New	+$197K	﹤0.01%	4352
2022 Q1	–	Sell	-6,300	Closed	-$242K	–	3937
2021 Q4	$242K	Sell	6,300 -8,700	-58%	-$323K	﹤0.01%	3798
2021 Q3	$575K	Sell	15,000 -12,000	-44%	-$434K	﹤0.01%	3124
2021 Q2	$1.1M	Sell	27,000 -12,900	-32%	-$558K	﹤0.01%	2399
2021 Q1	$1.91M	Buy	39,900 +25,600	+179%	+$1M	0.01%	1743
2020 Q4	$429K	Buy	+14,300	New	+$318K	﹤0.01%	2620
2020 Q1	–	Sell	-5,600	Closed	-$225K	–	3675
2019 Q4	$225K	Sell	5,600 -400	-7%	-$16K	﹤0.01%	3363
2019 Q3	$234K	Sell	6,000 -10,400	-63%	-$419K	﹤0.01%	3108
2019 Q2	$664K	Buy	16,400 +8,100	+98%	+$412K	﹤0.01%	2277
2019 Q1	$414K	Buy	8,300 +3,300	+66%	+$162K	﹤0.01%	2391
2018 Q4	$223K	Sell	5,000 -1,000	-17%	-$56.2K	﹤0.01%	2648
2018 Q3	$397K	Sell	6,000 -13,000	-68%	-$704K	﹤0.01%	2604
2018 Q2	$904K	Sell	19,000 -44,800	-70%	-$1.98M	﹤0.01%	2224
2018 Q1	$2.66M	Buy	63,800 +15,700	+33%	+$724K	0.01%	1320
2017 Q4	$2.65M	Buy	+48,100	New	+$2.45M	0.01%	1284

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.