Overbrook Management Corp’s Enterprise Products Partners EPD Stock Holding History

Overbrook Management Corp’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.36M	Hold	38,241	–	–	0.21%	38
2026 Q2	$1.41M	Hold	38,241	–	–	0.21%	40
2026 Q1	$1.45M	Hold	38,241	–	–	0.27%	35
2025 Q4	$1.23M	Hold	38,241	–	–	0.21%	35
2025 Q3	$1.2M	Hold	38,241	–	–	0.22%	34
2025 Q2	$1.19M	Hold	38,241	–	–	0.22%	34
2025 Q1	$1.31M	Hold	38,241	–	–	0.31%	33
2024 Q4	$1.2M	Hold	38,241	–	–	0.26%	34
2024 Q3	$1.11M	Hold	38,241	–	–	0.26%	36
2024 Q2	$1.11M	Sell	38,241 -1,336	-3%	-$38.3K	0.28%	34
2024 Q1	$1.15M	Buy	+39,577	New	+$1.09M	0.31%	35

Other funds holding EPD

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Overbrook Management Corp's EPD Position: Q3 2026 in Review

Overbrook Management Corp held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 38,241 shares worth $1.36M. The position accounts for 0.21% of the portfolio, ranked #38.

Overbrook Management Corp first reported a position in EPD in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.45M in Q1 2026. 182 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Overbrook Management Corp held 38,241 shares of Enterprise Products Partners worth $1.36M as of Q3 2026.
Overbrook Management Corp left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.21% of Overbrook Management Corp's portfolio in Q3 2026, its #38 holding.
Overbrook Management Corp first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 11 quarters since.
Overbrook Management Corp's Enterprise Products Partners position peaked at $1.45M in Q1 2026.
182 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Overbrook Management Corp's 13F filing for Q3 2026, filed 8 Oct 2026.