JO
SJT

John Overdeck’s San Juan Basin Royalty Trust SJT Stock Holding History

John Overdeck’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307K Buy
95,656
+41,816
+78% +$168K ﹤0.01% 4507
2026
Q1 		$259K Buy
53,840
+6,192
+13% +$33.9K ﹤0.01% 4154
2025
Q4 		$268K Sell
47,648
-21,375
-31% -$124K ﹤0.01% 3632
2025
Q3 		$417K Buy
69,023
+11,863
+21% +$69.8K ﹤0.01% 3074
2025
Q2 		$342K Sell
57,160
-35,174
-38% -$214K ﹤0.01% 2742
2025
Q1 		$511K Sell
92,334
-1,825
-2% -$8.6K ﹤0.01% 2512
2024
Q4 		$361K Sell
94,159
-13,340
-12% -$53.4K ﹤0.01% 2672
2024
Q3 		$398K Buy
107,499
+95,079
+766% +$356K ﹤0.01% 2565
2024
Q2 		$50.4K Buy
+12,420
New +$54.6K ﹤0.01% 2885
2024
Q1 		– Sell
-67,075
Closed -$341K – 3352
2023
Q4 		$341K Buy
+67,075
New +$448K ﹤0.01% 2641
2023
Q2 		– Sell
-49,000
Closed -$515K – 3240
2023
Q1 		$515K Sell
49,000
-85,709
-64% -$890K ﹤0.01% 2186
2022
Q4 		$1.54M Buy
134,709
+78,913
+141% +$866K ﹤0.01% 1457
2022
Q3 		$524K Buy
+55,796
New +$657K ﹤0.01% 1757
2022
Q1 		– Sell
-15,117
Closed -$92K – 4138
2021
Q4 		$92K Sell
15,117
-52,082
-78% -$327K ﹤0.01% 4073
2021
Q3 		$340K Buy
+67,199
New +$325K ﹤0.01% 3563
2020
Q1 		– Sell
-13,716
Closed -$35K – 3753
2019
Q4 		$35K Buy
13,716
+1,609
+13% +$4.07K ﹤0.01% 3581
2019
Q3 		$37K Buy
+12,107
New +$34.9K ﹤0.01% 3364
2018
Q3 		– Sell
-41,086
Closed -$238K – 3542
2018
Q2 		$238K Sell
41,086
-8,722
-18% -$58.6K ﹤0.01% 3054
2018
Q1 		$393K Sell
49,808
-156,058
-76% -$1.39M ﹤0.01% 2623
2017
Q4 		$1.7M Buy
205,866
+15,011
+8% +$118K 0.01% 1594
2017
Q3 		$1.5M Buy
+190,855
New +$1.34M 0.01% 1473
2017
Q2 		– Sell
-36,510
Closed -$264K – 3249
2017
Q1 		$264K Sell
36,510
-46,055
-56% -$321K ﹤0.01% 2618
2016
Q4 		$547K Buy
+82,565
New +$520K ﹤0.01% 2453
2016
Q2 		– Sell
-17,872
Closed -$92K – 3204
2016
Q1 		$92K Sell
17,872
-101,339
-85% -$491K ﹤0.01% 2692
2015
Q4 		$494K Buy
+119,211
New +$791K ﹤0.01% 1976
2015
Q3 		– Sell
-102,868
Closed -$1.1M – 2678
2015
Q2 		$1.1M Sell
102,868
-10,301
-9% -$114K 0.01% 1591
2015
Q1 		$1.35M Sell
113,169
-6,940
-6% -$96K 0.01% 1393
2014
Q4 		$1.71M Buy
+120,109
New +$2.04M 0.01% 1093
2014
Q3 		– Sell
-37,351
Closed -$721K – 2026
2014
Q2 		$721K Buy
37,351
+24,451
+190% +$459K ﹤0.01% 1450
2014
Q1 		$228K Buy
+12,900
New +$224K ﹤0.01% 1781

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

John Overdeck's SJT Position: Q2 2026 in Review

John Overdeck increased its San Juan Basin Royalty Trust (SJT) stake by 78% in Q2 2026, buying an estimated $168K and bringing the position to 95,656 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #4507.

John Overdeck first reported a position in SJT in Q1 2014 and has held it in 30 quarters since. The position peaked at $1.71M in Q4 2014. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • John Overdeck held 95,656 shares of San Juan Basin Royalty Trust worth $307K as of Q2 2026.
  • John Overdeck bought 41,816 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $168K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4507 holding.
  • John Overdeck first reported a position in San Juan Basin Royalty Trust in Q1 2014 and has held it in 30 quarters since.
  • John Overdeck's San Juan Basin Royalty Trust position peaked at $1.71M in Q4 2014.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

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