John Overdeck’s Smart Sand SND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.98M Buy
394,970
+206,814
+110% +$1.04M ﹤0.01% 3009
2026
Q1
$963K Buy
+188,156
New +$848K ﹤0.01% 3287
2025
Q3
Sell
-32,013
Closed -$64.3K 3912
2025
Q2
$64.3K Sell
32,013
-409
-1% -$828 ﹤0.01% 3045
2025
Q1
$84K Sell
32,422
-2,099
-6% -$4.93K ﹤0.01% 2985
2024
Q4
$77.7K Sell
34,521
-141
-0.4% -$315 ﹤0.01% 2997
2024
Q3
$68.3K Sell
34,662
-5,537
-14% -$11.4K ﹤0.01% 2942
2024
Q2
$84.8K Sell
40,199
-53,844
-57% -$114K ﹤0.01% 2840
2024
Q1
$180K Sell
94,043
-19,386
-17% -$37.1K ﹤0.01% 2739
2023
Q4
$219K Sell
113,429
-600
-0.5% -$1.22K ﹤0.01% 2808
2023
Q3
$265K Hold
114,029
﹤0.01% 2532
2023
Q2
$187K Sell
114,029
-45,431
-28% -$74.8K ﹤0.01% 2658
2023
Q1
$281K Sell
159,460
-9,820
-6% -$18.3K ﹤0.01% 2446
2022
Q4
$303K Buy
169,280
+50,079
+42% +$94.9K ﹤0.01% 2241
2022
Q3
$186K Sell
119,201
-68,677
-37% -$130K ﹤0.01% 2125
2022
Q2
$376K Buy
187,878
+98,627
+111% +$341K ﹤0.01% 1931
2022
Q1
$308K Buy
+89,251
New +$235K ﹤0.01% 2206
2019
Q3
Sell
-36,540
Closed -$89K 3764
2019
Q2
$89K Buy
36,540
+22,286
+156% +$79K ﹤0.01% 3214
2019
Q1
$63K Buy
14,254
+2,903
+26% +$8.79K ﹤0.01% 2929
2018
Q4
$25K Buy
+11,351
New +$35.8K ﹤0.01% 2885
2018
Q2
Sell
-22,000
Closed -$128K 3620
2018
Q1
$128K Sell
22,000
-13,575
-38% -$112K ﹤0.01% 3024
2017
Q4
$308K Buy
+35,575
New +$276K ﹤0.01% 2720

Other funds holding SND

John Overdeck's SND Position: Q2 2026 in Review

John Overdeck increased its Smart Sand (SND) stake by 110% in Q2 2026, buying an estimated $1.04M and bringing the position to 394,970 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

John Overdeck first reported a position in SND in Q4 2017 and has held it in 21 quarters since. 91 funds tracked by Wall St. Rank hold SND as of Q2 2026.

  • John Overdeck held 394,970 shares of Smart Sand worth $1.98M as of Q2 2026.
  • John Overdeck bought 206,814 Smart Sand shares in Q2 2026, an estimated $1.04M.
  • Smart Sand made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3009 holding.
  • John Overdeck first reported a position in Smart Sand in Q4 2017 and has held it in 21 quarters since.
  • 91 funds tracked by Wall St. Rank held Smart Sand as of Q2 2026.

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