Overbrook Management Corp: 13F holdings
CIK 12697862026Q2
| Positions | 68 |
|---|
| Reported value | $663.0m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 68 (+17 vs prior quarter) |
|---|
| Reported value | $663.0m (+25.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 315,033 | $63.0m | 9.5% |
| GOOG ALPHABET INC | 130,185 | $46.0m | 6.9% |
| AVGO BROADCOM INC | 103,684 | $39.2m | 5.9% |
| ORLY OREILLY AUTOMOTIVE INC | 403,313 | $37.1m | 5.6% |
| LLY ELI LILLY & CO | 29,366 | $35.2m | 5.3% |
| AMZN AMAZON COM INC | 140,215 | $33.4m | 5.0% |
| MSFT MICROSOFT CORP | 88,553 | $33.0m | 5.0% |
| MCK MCKESSON CORP | 42,310 | $32.0m | 4.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 64,106 | $30.6m | 4.6% |
| AAPL APPLE INC | 85,572 | $24.8m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1269786")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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