OVERBROOK MANAGEMENT CORP

PrivateCIK: 1269786
Location

NEW YORK, NY

68
Positions
$663.00M
Total AUM (reported)
3.07M
Total Shares

Allocation by class

TOTAL AUM$663.00M68 positions
COM$488.26M73.6%
CAP STK CL C$46.00M6.9%
SPONSORED ADS$30.62M4.6%
COM CL A$29.11M4.4%
CL A$26.02M3.9%
CL B NEW$6.58M1.0%
MULTISECTOR BD$5.82M0.9%

Portfolio Concentration

Top 322.4%4–1034.1%11–2532.7%Rest10.8%TOP 1056.5%0%100%
Top 3$148.20M22.4%
4–10$226.16M34.1%
11–25$217.12M32.7%
Rest$71.52M10.8%

Top 3 weight

22.4%

Top 10 weight

56.5%

Voting Authority Distribution

Total shares with voting rights: 3.07M

Sole

Full voting authority

3.07M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares315.03K
TypeSH
Market value$63.03M
9.51%
Sole
315.03K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares130.19K
TypeSH
Market value$46.00M
6.94%
Sole
130.19K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares103.68K
TypeSH
Market value$39.17M
5.91%
Sole
103.68K
Shared
0.00
None
0.00

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares403.31K
TypeSH
Market value$37.14M
5.60%
Sole
403.31K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares29.37K
TypeSH
Market value$35.22M
5.31%
Sole
29.37K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares140.22K
TypeSH
Market value$33.42M
5.04%
Sole
140.22K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares88.55K
TypeSH
Market value$33.03M
4.98%
Sole
88.55K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares42.31K
TypeSH
Market value$31.97M
4.82%
Sole
42.31K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares64.11K
TypeSH
Market value$30.62M
4.62%
Sole
64.11K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares85.57K
TypeSH
Market value$24.76M
3.73%
Sole
85.57K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares23.19K
TypeSH
Market value$24.69M
3.72%
Sole
23.19K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares40.58K
TypeSH
Market value$22.86M
3.45%
Sole
40.58K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares63.92K
TypeSH
Market value$21.93M
3.31%
Sole
63.92K
Shared
0.00
None
0.00

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares35.25K
TypeSH
Market value$21.75M
3.28%
Sole
35.25K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares14.14K
TypeSH
Market value$16.32M
2.46%
Sole
14.14K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares13.12K
TypeSH
Market value$15.42M
2.33%
Sole
13.12K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares24.64K
TypeSH
Market value$14.32M
2.16%
Sole
24.64K
Shared
0.00
None
0.00

D R HORTON INC

SOLE
COM
Shares83.63K
TypeSH
Market value$13.62M
2.05%
Sole
83.63K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares175.79K
TypeSH
Market value$12.69M
1.91%
Sole
175.79K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares164.14K
TypeSH
Market value$11.72M
1.77%
Sole
164.14K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares44.28K
TypeSH
Market value$11.14M
1.68%
Sole
44.28K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares65.12K
TypeSH
Market value$10.92M
1.65%
Sole
65.12K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares27.11K
TypeSH
Market value$6.92M
1.04%
Sole
27.11K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares13.16K
TypeSH
Market value$6.58M
0.99%
Sole
13.16K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares12.11K
TypeSH
Market value$6.24M
0.94%
Sole
12.11K
Shared
0.00
None
0.00
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