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John Overdeck’s Triple Flag Precious Metals TFPM Stock Holding History

John Overdeck’s Portfolio TFPM Stock Details TFPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.8M Buy
1,394,861
+220,829
+19% +$7.1M 0.03% 641
2026
Q1 		$40.8M Buy
1,174,032
+718,021
+157% +$26M 0.03% 578
2025
Q4 		$15.1M Sell
456,011
-195,828
-30% -$6.13M 0.02% 867
2025
Q3 		$19.1M Buy
651,839
+288,735
+80% +$7.46M 0.03% 651
2025
Q2 		$8.6M Buy
363,104
+60,197
+20% +$1.32M 0.02% 903
2025
Q1 		$5.8M Sell
302,907
-50,991
-14% -$871K 0.01% 1041
2024
Q4 		$5.32M Buy
353,898
+70,966
+25% +$1.18M 0.01% 1065
2024
Q3 		$4.58M Buy
282,932
+35,698
+14% +$571K 0.01% 1131
2024
Q2 		$3.83M Buy
247,234
+175,659
+245% +$2.81M 0.01% 1137
2024
Q1 		$1.03M Buy
71,575
+43,289
+153% +$559K ﹤0.01% 1941
2023
Q4 		$376K Sell
28,286
-29,875
-51% -$391K ﹤0.01% 2596
2023
Q3 		$760K Buy
58,161
+249
+0.4% +$3.34K ﹤0.01% 2079
2023
Q2 		$798K Buy
+57,912
New +$872K ﹤0.01% 2077

Other funds holding TFPM

EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 14.02% 1-Year Est. Return
DMIC
Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $3.07B AUM 16.75% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's TFPM Position: Q2 2026 in Review

John Overdeck increased its Triple Flag Precious Metals (TFPM) stake by 19% in Q2 2026, buying an estimated $7.1M and bringing the position to 1,394,861 shares worth $41.8M. The position accounts for 0.03% of the portfolio, ranked #641.

John Overdeck first reported a position in TFPM in Q2 2023 and has held it in 13 quarters since. 224 funds tracked by Wall St. Rank hold TFPM as of Q2 2026.

  • John Overdeck held 1,394,861 shares of Triple Flag Precious Metals worth $41.8M as of Q2 2026.
  • John Overdeck bought 220,829 Triple Flag Precious Metals shares in Q2 2026, an estimated $7.1M.
  • Triple Flag Precious Metals made up 0.03% of John Overdeck's portfolio in Q2 2026, its #641 holding.
  • John Overdeck first reported a position in Triple Flag Precious Metals in Q2 2023 and has held it in 13 quarters since.
  • 224 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q2 2026.

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