JO
WBI

John Overdeck’s WaterBridge Infrastructure LLC WBI Stock Holding History

John Overdeck’s Portfolio WBI Stock Details WBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17M Buy
495,644
+214,975
+77% +$6.26M 0.01% 1162
2026
Q1 		$7.52M Buy
+280,669
New +$6.69M 0.01% 1641
2025
Q4 		– Sell
-10,500
Closed -$265K – 4540
2025
Q3 		$265K Buy
+10,500
New +$246K ﹤0.01% 3270

Other funds holding WBI

DE
Devon Energy Houston, Texas $1.59B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

John Overdeck's WBI Position: Q2 2026 in Review

John Overdeck increased its WaterBridge Infrastructure LLC (WBI) stake by 77% in Q2 2026, buying an estimated $6.26M and bringing the position to 495,644 shares worth $17M. The position accounts for 0.01% of the portfolio, ranked #1162.

John Overdeck first reported a position in WBI in Q3 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • John Overdeck held 495,644 shares of WaterBridge Infrastructure LLC worth $17M as of Q2 2026.
  • John Overdeck bought 214,975 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $6.26M.
  • WaterBridge Infrastructure LLC made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1162 holding.
  • John Overdeck first reported a position in WaterBridge Infrastructure LLC in Q3 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

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