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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 25 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CE CELANESE CORP DEL Basic Materials 319,236.0 $14.7M 0.03% +110K +52.4% $46.00 -1.6%
482 WRB BERKLEY W R CORP Financial Services 206,717.0 $14.6M 0.03% +40K +23.7% $70.53 -1.2%
483 UHAL U HAUL HOLDING COMPANY 221,815.0 $14.5M 0.03% +178K +410.1% $65.44
484 GTM ZOOMINFO TECHNOLOGIES INC Technology 4,844,725.0 $14.2M 0.03% +3.3M +221.9% $2.93 +33.1%
485 DOC HEALTHPEAK PROPERTIES INC Real Estate 661,535.0 $14.2M 0.03% +205K +44.9% $21.40 +1.1%
486 ADSK AUTODESK INC Technology 72,587.0 $14.1M 0.03% +13K +21.8% $194.42 +30.9%
487 EIX EDISON INTL Utilities 189,171.0 $14.1M 0.03% +13K +7.1% $74.45 -0.6%
488 XLI SELECT SECTOR SPDR TR 75,592.0 $14.0M 0.03% +44K +139.7% $185.23 -3.4%
489 IEX IDEX CORP Industrials 61,025.0 $13.8M 0.03% +13K +27.2% $226.95 +3.0%
490 LPX LOUISIANA PAC CORP Basic Materials 175,127.0 $13.8M 0.03% +157K +876.6% $78.66 -7.7%
491 ALAB ASTERA LABS INC Technology 28,484.0 $13.8M 0.03% +14K +103.6% $483.02 -42.5%
492 PSX PHILLIPS 66 Energy 81,042.0 $13.7M 0.03% +7K +9.1% $169.05 +43.1%
493 DAR DARLING INGREDIENTS INC Consumer Defensive 250,274.0 $13.7M 0.03% +70K +39.0% $54.62 +14.1%
494 ATR APTARGROUP INC Healthcare 109,037.0 $13.7M 0.03% +79K +263.6% $125.20 +7.6%
495 CHWY CHEWY INC Consumer Cyclical 687,651.0 $13.5M 0.03% +191K +38.4% $19.65 +24.7%
496 LSCC LATTICE SEMICONDUCTOR CORP Technology 88,017.0 $13.5M 0.03% +4K +4.1% $152.96 -25.4%
497 SLGN SILGAN HLDGS INC Consumer Cyclical 290,150.0 $13.5M 0.03% +217K +295.1% $46.39 -8.4%
498 HEI HEICO CORP NEW Industrials 37,656.0 $13.4M 0.03% +20K +113.1% $356.19 -1.0%
499 HSY HERSHEY CO Consumer Defensive 75,892.0 $13.3M 0.03% +9K +12.9% $175.45 +8.3%
500 INTC INTEL CORP Technology 94,862.0 $13.2M 0.03% +8K +9.2% $139.63 -37.5%
Page 25 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%