Savant Capital’s Cedar Fair FUN Stock Holding History

Savant Capital’s Portfolio FUN Stock Details FUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$488K	Buy	24,968 +12,538	+101%	+$256K	﹤0.01%	1234
2026 Q1	$221K	Buy	+12,430	New	+$210K	﹤0.01%	1348

Other funds holding FUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return

HPM

H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Savant Capital's FUN Position: Q2 2026 in Review

Savant Capital increased its Cedar Fair (FUN) stake by 101% in Q2 2026, buying an estimated $256K and bringing the position to 24,968 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Savant Capital first reported a position in FUN in Q1 2026 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

Savant Capital held 24,968 shares of Cedar Fair worth $488K as of Q2 2026.
Savant Capital bought 12,538 Cedar Fair shares in Q2 2026, an estimated $256K.
Cedar Fair made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1234 holding.
Savant Capital first reported a position in Cedar Fair in Q1 2026 and has held it in 2 quarters since.
311 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.