OM

OVERBROOK MANAGEMENT CORP

13F
OVERBROOK MANAGEMENT CORP
Last update 2024-11-08 54 Stocks (5 new)
Value $436.00 Mil Turnover 14 %
Countries:
Top Holdings: MSFT(9.07%)NVDA(7.28%)GOOG(6.12%)AMZN(5.91%)ARES(4.79%)
Portfolio Report
Summary Stock Picks Current Portfolio
OVERBROOK MANAGEMENT CORP Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
91,874
39533.400
+15.62%
9.070
+1.23%
0.000
+0.95%
-0.60%
3114843.301
Software
NVDA 		NVIDIA Corp
261,229
31723.650
-0.27%
7.280
-0.02%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
GOOG 		Alphabet Inc
159,459
26659.960
+7.90%
6.120
+0.45%
0.000
+18.51%
+1.43%
2357015.060
Interactive Media
AMZN 		Amazon.com Inc
138,125
25736.830
+29.64%
5.910
+1.35%
0.000
+17.30%
-0.21%
2302156.510
Retail - Cyclical
ARES 		Ares Management Corp
133,995
20881.830
+42.18%
4.790
+1.42%
0.070
+11.48%
-1.12%
35337.082
Asset Management
TMUS 		T-Mobile US Inc
99,427
20517.770
+21.30%
4.710
+0.83%
0.010
+0.29%
-4.27%
245210.829
Telecommunication Services
DHI 		D.R. Horton Inc
102,866
19623.750
+84.71%
4.500
+2.06%
0.030
-25.38%
-2.36%
43799.605
Homebuilding & Construction
AAPL 		Apple Inc
83,722
19507.130
-0.68%
4.480
-0.03%
0.000
+3.52%
-5.42%
3580182.678
Hardware
AVGO 		Broadcom Inc
100,778
17384.220
+48.86%
3.990
+1.31%
0.000
+21.12%
-3.25%
1051420.859
Semiconductors
UNH 		UnitedHealth Group Inc
28,832
16857.510
-3.19%
3.870
-0.12%
0.000
-12.55%
+2.93%
479182.850
Healthcare Plans

OVERBROOK MANAGEMENT CORP's Historical Top Holdings Breakdowns

OVERBROOK MANAGEMENT CORP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BAC 		Bank of America Corp2023-06-30Sold Out
-4.35%
●
26.99 ($28.54) 30.56
$45.11
58.06%
Sold Out
0
-579,943
UBER 		Uber Technologies Inc2023-03-31New Buy
+3.85%
●
25.36 ($31.72) 36.83
$65.97
107.98%
New holding
464,162
464,162
MHK 		Mohawk Industries Inc2023-06-30Sold Out
-3.81%
●
92.04 ($98.05) 105.9
$118.09
20.44%
Sold Out
0
-145,186
AAPL 		Apple Inc2024-03-31Reduce
-3.45%
●
169 ($181.83) 195.18
$236.85
30.26%
Reduce -63.15%
51,663
-88,548
MSFT 		Microsoft Corp2024-03-31Reduce
-3.11%
●
367.75 ($404.82) 429.37
$418.95
3.49%
Reduce -33.66%
80,549
-40,877
DAR 		Darling Ingredients Inc2024-06-30Sold Out
-3.10%
●
34.5 ($41.47) 47.78
$36.30
-12.47%
Sold Out
0
-247,566
HQY 		HealthEquity Inc2024-06-30New Buy
+3.10%
●
75.85 ($80.8) 86.94
$100.32
24.16%
New holding
142,501
142,501
ARES 		Ares Management Corp2023-06-30New Buy
+3.03%
●
79.22 ($86.39) 96.35
$175.04
102.62%
New holding
132,196
132,196
KEYS 		Keysight Technologies Inc2024-03-31Sold Out
-2.91%
●
144.04 ($153.78) 161.52
$161.31
4.90%
Sold Out
0
-90,557
PYPL 		PayPal Holdings Inc2023-03-31Sold Out
-2.89%
●
72.56 ($77.02) 86.96
$83.36
8.23%
Sold Out
0
-139,410

OVERBROOK MANAGEMENT CORP Total Holding History ($B)

To

OVERBROOK MANAGEMENT CORP's Asset Allocation

To

OVERBROOK MANAGEMENT CORP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

OVERBROOK MANAGEMENT CORP's Hypothetical Growth since 2024-09-30

OVERBROOK MANAGEMENT CORP's Yearly Returns

Year Portfolio % % Excess Gain %

OVERBROOK MANAGEMENT CORP's Holdings Heat Map

Size field:

OVERBROOK MANAGEMENT CORP's Holdings Bubble Chart

OVERBROOK MANAGEMENT CORP News

  • 1

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