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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 22 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SRE SEMPRA Utilities 204,423.0 $19.0M 0.04% +60K +42.0% $92.71 -8.8%
422 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 395,422.0 $18.9M 0.04% +99K +33.4% $47.81 -8.6%
423 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 260,451.0 $18.9M 0.04% +134K +106.7% $72.51 +12.5%
424 MIDD MIDDLEBY CORP Industrials 109,710.0 $18.9M 0.04% +95K +662.0% $172.01 -33.0%
425 LOW LOWES COS INC Consumer Cyclical 84,860.0 $18.7M 0.04% +9K +12.4% $220.49 -1.6%
426 IAC PEOPLE INC Technology 399,173.0 $18.4M 0.04% +181K +83.3% $46.16 -18.5%
427 ENTERGY CORP NEW 160,346.0 $18.4M 0.04% +43K +36.4% $114.86
428 BAX BAXTER INTL INC Healthcare 862,123.0 $18.4M 0.04% +500K +138.4% $21.32 +24.2%
429 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 148,875.0 $18.3M 0.04% +82K +121.2% $123.11 +32.4%
430 GLW CORNING INC Technology 71,658.0 $18.3M 0.04% +18K +34.6% $255.43 -43.0%
431 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 483,233.0 $18.2M 0.04% +326K +207.7% $37.76 +17.4%
432 ESTC ELASTIC N V Technology 319,186.0 $18.2M 0.04% +90K +39.0% $57.02 +46.0%
433 TSCO TRACTOR SUPPLY CO Consumer Cyclical 573,755.0 $18.1M 0.04% +460K +404.3% $31.61 +13.6%
434 CSGP COSTAR GROUP INC Real Estate 635,988.0 $18.0M 0.04% +189K +42.3% $28.32 +16.0%
435 RNG RINGCENTRAL INC Technology 461,776.0 $18.0M 0.04% +91K +24.5% $38.98 +72.1%
436 SCHD SCHWAB STRATEGIC TR 558,773.0 $17.7M 0.04% +381K +215.0% $31.71 +11.0%
437 DLB DOLBY LABORATORIES INC Technology 335,977.0 $17.7M 0.04% +95K +39.2% $52.58 +25.6%
438 PNR PENTAIR PLC Industrials 225,717.0 $17.3M 0.04% +54K +31.3% $76.66 -17.4%
439 PRI PRIMERICA INC Financial Services 60,658.0 $17.2M 0.04% +11K +22.1% $284.20 +5.6%
440 LII LENNOX INTL INC Industrials 30,038.0 $17.2M 0.04% +3K +12.8% $572.95 -30.3%
Page 22 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%