JO
RFAI

John Overdeck’s RF Acquisition Corp II RFAI Stock Holding History

John Overdeck’s Portfolio RFAI Stock Details RFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-250,000
Closed -$2.69M – 4491
2025
Q3 		$2.69M Hold
250,000
– – ﹤0.01% 1934
2025
Q2 		$2.63M Hold
250,000
– – ﹤0.01% 1639
2025
Q1 		$2.59M Hold
250,000
– – 0.01% 1578
2024
Q4 		$2.56M Hold
250,000
– – 0.01% 1552
2024
Q3 		$2.54M Buy
+250,000
New +$2.52M 0.01% 1523

Other funds holding RFAI

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.1B AUM 13.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
KC
Kepos Capital New York $73.4M AUM 4.78% 1-Year Est. Return

John Overdeck's RFAI Position: Q4 2025 in Review

John Overdeck sold out of RF Acquisition Corp II (RFAI) in Q4 2025, closing a stake of 250,000 shares — an estimated $2.69M sold.

John Overdeck first reported a position in RFAI in Q3 2024 and held it in 5 quarters. The position peaked at $2.69M in Q3 2025. 15 funds tracked by Wall St. Rank hold RFAI as of Q4 2025.

  • John Overdeck reported no remaining RF Acquisition Corp II position as of Q4 2025 after selling out during the quarter.
  • John Overdeck sold 250,000 RF Acquisition Corp II shares in Q4 2025, an estimated $2.69M.
  • John Overdeck first reported a position in RF Acquisition Corp II in Q3 2024 and held it in 5 quarters.
  • John Overdeck's RF Acquisition Corp II position peaked at $2.69M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held RF Acquisition Corp II as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.