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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 21 of 29  ·  572 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SIGI SELECTIVE INS GROUP INC Financial Services 11,943.0 $1.2M 0.00% -2K -11.4% $97.01 -5.7%
402 CRC CALIFORNIA RES CORP Energy 21,795.0 $1.2M 0.00% -21K -48.8% $52.87 +0.7%
403 DSGX DESCARTES SYS GROUP INC Technology 16,638.0 $1.2M 0.00% -20K -54.7% $69.24 +13.0%
404 BHE BENCHMARK ELECTRS INC Technology 11,595.0 $1.1M 0.00% -7K -36.0% $98.67 -26.4%
405 LGND LIGAND PHARMACEUTICALS INC Healthcare 3,610.0 $1.1M 0.00% -562.0 -13.5% $316.09 -9.4%
406 SMCI SUPER MICRO COMPUTER INC Technology 38,374.0 $1.1M 0.00% -142K -78.8% $29.33 +27.0%
407 WLK WESTLAKE CORPORATION Basic Materials 15,253.0 $1.1M 0.00% -19K -55.9% $73.00 +8.1%
408 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 8,268.0 $1.1M 0.00% -621.0 -7.0% $131.61 -4.2%
409 NPO ENPRO INC Industrials 2,863.0 $1.1M 0.00% -53.0 -1.8% $376.93 -17.1%
410 TAC TRANSALTA CORP Utilities 77,856.0 $1.1M 0.00% -7K -8.2% $13.83 -11.7%
411 PRGS PROGRESS SOFTWARE CORP Technology 31,546.0 $1.1M 0.00% -1K -4.4% $33.58 +32.1%
412 AMP AMERIPRISE FINL INC Financial Services 2,306.0 $1.1M 0.00% -58.0 -2.5% $458.76 +21.1%
413 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 20,891.0 $1.0M 0.00% -490.0 -2.3% $49.98 +4.7%
414 HCC WARRIOR MET COAL INC Energy 12,811.0 $1.0M 0.00% -287.0 -2.2% $81.16 +31.5%
415 CFG CITIZENS FINL GROUP INC Financial Services 14,708.0 $1.0M 0.00% -274.0 -1.8% $70.07 -0.3%
416 IPGP IPG PHOTONICS CORP Technology 8,780.0 $1.0M 0.00% -1K -14.5% $117.32 -37.6%
417 DIOD DIODES INC Technology 9,110.0 $997K 0.00% -2K -18.6% $109.44 -14.1%
418 ZD ZIFF DAVIS INC Communication Services 18,704.0 $980K 0.00% -15K -44.6% $52.37 +7.1%
419 GFF GRIFFON CORP Industrials 9,936.0 $969K 0.00% -3K -24.9% $97.53 +3.1%
420 AVNT AVIENT CORPORATION Basic Materials 26,206.0 $969K 0.00% -4K -12.7% $36.96 +20.8%
Page 21 of 29  ·  572 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%