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Portfolio (Quarterly) Guide ↗

Gotham Asset Management, LLC

· CIK 0001510387
13F Portfolio $43.0B AUM 1,791 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 179 New 837 Added 572 Reduced 137 Exited
Page 14 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MSM MSC INDL DIRECT INC Industrials 278,004.0 $33.1M 0.08% +36K +14.9% $118.95 +0.7%
262 WBD WARNER BROS DISCOVERY INC Communication Services 1,239,813.0 $33.1M 0.08% +521K +72.4% $26.66 +7.1%
263 TLN TALEN ENERGY CORP Utilities 85,989.0 $33.0M 0.08% +30K +52.7% $384.26 -18.2%
264 MPWR MONOLITHIC PWR SYS INC Technology 23,897.0 $33.0M 0.08% +1K +6.3% $1382.36 -4.8%
265 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 126,344.0 $33.0M 0.08% +29K +29.4% $261.37 +30.8%
266 RS RELIANCE INC Basic Materials 87,467.0 $32.7M 0.08% +2K +2.9% $373.60 +3.8%
267 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,334,328.0 $32.6M 0.08% +154K +13.0% $24.46 +15.3%
268 THC TENET HEALTHCARE CORP Healthcare 174,458.0 $32.6M 0.08% +29K +20.2% $187.08 +50.1%
269 PPG PPG INDS INC Basic Materials 268,933.0 $32.6M 0.08% +95K +54.8% $121.29 -6.3%
270 GPC GENUINE PARTS CO Consumer Cyclical 275,680.0 $32.5M 0.08% +119K +76.3% $117.98 +13.5%
271 SYY SYSCO CORP Consumer Defensive 387,497.0 $32.4M 0.07% +301K +348.1% $83.58 +0.6%
272 PEP PEPSICO INC Consumer Defensive 239,120.0 $32.4M 0.07% +102K +74.5% $135.40 +6.0%
273 KHC KRAFT HEINZ CO Consumer Defensive 1,367,832.0 $32.3M 0.07% +217K +18.8% $23.62 +8.3%
274 GGG GRACO INC Industrials 426,473.0 $32.2M 0.07% +253K +145.8% $75.61 +6.7%
275 HII HUNTINGTON INGALLS INDS INC Industrials 115,172.0 $32.2M 0.07% +66K +135.9% $279.89 +6.5%
276 STAG STAG INDUSTRIAL INC Real Estate 845,179.0 $32.2M 0.07% +60K +7.7% $38.06 -3.7%
277 NOC NORTHROP GRUMMAN CORP Industrials 62,977.0 $32.1M 0.07% +41K +190.4% $509.31 +8.2%
278 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 402,725.0 $31.9M 0.07% +114K +39.5% $79.22 +6.4%
279 RGA REINSURANCE GROUP AMER INC Financial Services 149,990.0 $31.9M 0.07% +12K +8.6% $212.65 +14.3%
280 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 578,790.0 $31.8M 0.07% +500K +633.5% $54.90 -18.9%
Page 14 of 42  ·  837 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.3%
Technology 19.4%
Industrials 13.9%
Consumer Cyclical 9.8%
Healthcare 8.2%
Consumer Defensive 4.4%
Real Estate 4.2%
Basic Materials 3.5%
Energy 3.1%
Communication Services 2.7%