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Portfolio (Quarterly) Guide ↗

GARDNER LEWIS ASSET MANAGEMENT L P

· CIK 0000941560
13F Portfolio $462M AUM 78 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 20 Added 18 Reduced 28 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ARES Ares Management Corp. Financial Services 6,375 $1.0M 0.26% SOLD
22 LULU Lululemon Athletica, Inc. Consumer Cyclical 4,491 $933K 0.24% SOLD
23 Alexander & Baldwin, Inc. 36,741 $758K 0.19% SOLD
24 URI United Rentals Inc. Industrials 794 $643K 0.16% SOLD
25 MMM 3M Company Industrials 3,607 $577K 0.15% SOLD
26 SNPS Synopsys, Inc. Technology 1,178 $553K 0.14% SOLD
27 WELL Welltower, Inc. Real Estate 2,286 $424K 0.11% SOLD
28 SYK Stryker Corp. Healthcare 1,095 $385K 0.10% SOLD
Page 2 of 2  ·  28 positions
Sector Allocation
Technology 23.2%
Healthcare 21.2%
Financial Services 20.7%
Consumer Cyclical 11.4%
Communication Services 7.9%
Industrials 6.2%
Energy 2.8%
Consumer Defensive 2.4%
Basic Materials 2.1%
Real Estate 2.0%