SIM
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Sims Investment Management’s Cedar Fair FUN Stock Holding History

Sims Investment Management’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
Q3 		$461K Buy
43,000
+10,000
+30% +$161K 0.14% 30
2026
Q2 		$703K Hold
33,000
– – 0.22% 25
2026
Q1 		$586K Hold
33,000
– – 0.22% 26
2025
Q4 		$506K Buy
+33,000
New +$597K 0.18% 31

Other funds holding FUN

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sims Investment Management's FUN Position: Q3 2026 in Review

Sims Investment Management increased its Cedar Fair (FUN) stake by 30% in Q3 2026, buying an estimated $161K and bringing the position to 43,000 shares worth $461K. The position accounts for 0.14% of the portfolio, ranked #30.

Sims Investment Management first reported a position in FUN in Q4 2025 and has held it in 4 quarters since. The position peaked at $703K in Q2 2026. 13 funds tracked by Wall St. Rank hold FUN as of Q3 2026.

  • Sims Investment Management held 43,000 shares of Cedar Fair worth $461K as of Q3 2026.
  • Sims Investment Management bought 10,000 Cedar Fair shares in Q3 2026, an estimated $161K.
  • Cedar Fair made up 0.14% of Sims Investment Management's portfolio in Q3 2026, its #30 holding.
  • Sims Investment Management first reported a position in Cedar Fair in Q4 2025 and has held it in 4 quarters since.
  • Sims Investment Management's Cedar Fair position peaked at $703K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.