Overbrook Management Corp
Annual return '25
+7.3%
SPY '25
+17.7%
Alpha
-10.4ptsvs SPY
Invested
$529.5M
Holdings
51
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (5.0k shares)
10.5%
02
$GOOG
ALPHABET INC
Q2 2025: Increased +12.5% (142.0k → 159.7k shares)
7.1%
03
$AVGO
BROADCOM INC
Q2 2025: Increased +11.0% (96.2k → 106.8k shares)
6.6%
04
$MSFT
MICROSOFT CORP
Q4 2025: New position (23.4k shares)
5.7%
05
$AMZN
AMAZON COM INC
Q1 2026: Increased +33.3% (4.5k → 6.0k shares)
5.7%
06
$META
META PLATFORMS INC
Q2 2025: Increased +20.4% (39.1k → 47.0k shares)
5.1%
07
$AAPL
APPLE INC
Q4 2025: New position (9.0k shares)
4.9%
08
$LLY
ELI LILLY & CO
Q2 2025: Increased +189.6% (9.5k → 27.4k shares)
4.8%
09
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q2 2025: Sold 14.1% (72.4k → 62.2k shares)
4.1%
10
$ORLY
OREILLY AUTOMOTIVE INC
Q2 2025: Increased +1449.4% (9.2k → 142.0k shares)
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:53 UTC.