Institutions / Overbrook Management Corp

Overbrook Management Corp

CIK 1269786 · Institution · as of Mar 31, 2026
Portfolio value
$529.45M
Positions
51
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$529.45M-8.6%
$579.33M$554.39M$529.45MQ4 '25Q1 '26

Positions

51+10.9%
514946Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 51 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$55.64M319,02010.5%
Alphabet Inc$37.74M131,5617.1%
Broadcom Inc.$34.99M113,0566.6%
Microsoft Corp$30.00M81,0395.7%
Amazon.com Inc$29.93M143,6965.7%
Meta Platforms Inc$27.04M47,2585.1%
Apple Inc.$25.95M102,2674.9%
ELI LILLY & Co$25.65M27,8874.8%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$21.81M64,5314.1%
O Reilly Automotive Inc$19.97M216,3803.8%
Caterpillar Inc$17.98M25,3823.4%
Netflix Inc$16.82M174,9603.2%
T-Mobile US, Inc.TMUSCommon Stock$16.27M77,4793.1%
Visa Inc$14.40M47,6292.7%
Uber Technologies, Inc$14.05M195,3092.7%
GE Vernova Inc.$13.08M14,9852.5%
AbbVie Inc.$11.99M55,1442.3%
Horton D R Inc /De$11.95M87,1192.3%
AppLovin Corp$11.61M29,1812.2%
Advanced Micro Devices Inc$10.74M52,7972.0%
Micron Technology Inc$9.21M27,2671.7%
Vistra Corp.$8.78M58,3861.7%
Carpenter Technology Corp$8.42M21,3751.6%
Warren E. Buffett$6.54M13,6481.2%
Howmet Aerospace Inc.$6.54M28,3611.2%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewCaterpillar Inc$17.98M+25K
25,382
3.40% of portfolio
medium
Q1 2026
as of
ExitIntuit Inc.$-14.60M-22K
-100.00%
medium
Q1 2026
as of
TrimBooking Holdings Inc$-14.25M-3K
-82.04%
741
0.59% of portfolio
medium
Q1 2026
as of
NewAdvanced Micro Devices Inc$10.74M+53K
52,797
2.03% of portfolio
medium
Q1 2026
as of
TrimAres Management Corporation$-10.70M-98K
-65.85%
50,878
1.05% of portfolio
medium
Q1 2026
as of
AddNetflix Inc$10.70M+111K
+174.82%
174,960
3.18% of portfolio
medium
Q1 2026
as of
NewCarpenter Technology Corp$8.42M+21K
21,375
1.59% of portfolio
medium
Q1 2026
as of
TrimMeta Platforms Inc$-6.04M-11K
-18.25%
47,258
5.11% of portfolio
medium
Q1 2026
as of
AddAppLovin Corp$5.60M+14K
+93.16%
29,181
2.19% of portfolio
medium
Q1 2026
as of
TrimMicron Technology Inc$-5.14M-15K
-35.81%
27,267
1.74% of portfolio
medium