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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 4 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NUVB NUVATION BIO INC Healthcare 182,152.0 $1.0M 0.00% NEW $5.68 +22.0%
62 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 5,269.0 $1.0M 0.00% NEW $193.23 +5.8%
63 LXU LSB INDS INC Basic Materials 92,000.0 $995K 0.00% NEW $10.81 +2.9%
64 ADUS ADDUS HOMECARE CORP Healthcare 9,738.0 $978K 0.00% NEW $100.47 +20.2%
65 NOVT NOVANTA INC Technology 5,863.0 $951K 0.00% NEW $162.24 -10.5%
66 MOOG INC 2,210.0 $937K 0.00% NEW $423.84
67 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 32,696.0 $923K 0.00% NEW $28.24 +10.1%
68 ATEX ANTERIX INC Communication Services 8,867.0 $913K 0.00% NEW $102.94 -9.4%
69 HLIO HELIOS TECHNOLOGIES INC Industrials 9,873.0 $881K 0.00% NEW $89.25 -14.6%
70 ENR ENERGIZER HLDGS INC Industrials 40,609.0 $871K 0.00% NEW $21.44 +0.1%
71 DCO DUCOMMUN INC DEL Industrials 4,164.0 $771K 0.00% NEW $185.21 +3.5%
72 BROS DUTCH BROS INC Consumer Cyclical 10,531.0 $756K 0.00% NEW $71.81 -30.6%
73 FWD AB ACTIVE ETFS INC 5,068.0 $751K 0.00% NEW $148.12 -12.3%
74 BAND BANDWIDTH INC Technology 10,663.0 $675K 0.00% NEW $63.30 -24.9%
75 FLXR TCW ETF TRUST 17,044.0 $668K 0.00% NEW $39.21 -0.7%
76 PENG PENGUIN SOLUTIONS INC Technology 8,767.0 $666K 0.00% NEW $76.01 -30.8%
77 CNH INDL N V 57,869.0 $650K 0.00% NEW $11.23
78 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 12,209.0 $637K 0.00% NEW $52.17 -13.7%
79 BROOKFIELD BUSINESS CORP 21,091.0 $630K 0.00% NEW $29.85
80 ADMA ADMA BIOLOGICS INC Healthcare 73,829.0 $618K 0.00% NEW $8.37 +17.6%
Page 4 of 9  ·  179 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%