Overbrook Management Corp has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm held positions in 53 different companies at the end of the quarter.
The largest position disclosed in the portfolio is in NVIDIA Corporation, where Overbrook Management holds 309,939 shares. The firm also holds significant stakes in Micron Technology Inc, with 24,714 shares, and Microsoft Corp, with 87,234 shares. Other notable holdings include Taiwan Semiconductor Manufacturing Sponsored ADSs with 72,053 shares, and Seagate Technology Holdings PLC with 6,823 shares.
The filing details a total of 53 positions, with the top five holdings by share count being NVIDIA, Micron Technology, Microsoft, O'Reilly Automotive Inc, and USA Rare Earth Inc. The portfolio also includes a variety of other technology, healthcare, and consumer goods companies, as well as several exchange-traded funds.
