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Portfolio (Quarterly) Guide ↗

Overbrook Management Corp

· CIK 0001269786
13F Portfolio $529M AUM 51 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 13 Added 21 Reduced 4 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HQY HEALTHEQUITY INC Healthcare 12,676.0 $1.1M 0.20% -28K -68.7% $83.57 +5.2%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.1%
Communication Services 19.4%
Consumer Cyclical 12.6%
Healthcare 8.4%
Industrials 7.0%
Financial Services 5.7%
Utilities 4.2%
Energy 0.4%
Consumer Defensive 0.1%
Real Estate 0.1%