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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 27 of 29  ·  572 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 KN KNOWLES CORP Technology 7,703.0 $320K 0.00% -7K -45.9% $41.48 -19.7%
522 HTLD HEARTLAND EXPRESS INC Industrials 20,441.0 $311K 0.00% -3K -14.0% $15.22 -15.6%
523 EXTR EXTREME NETWORKS INC Technology 9,558.0 $309K 0.00% -2K -15.5% $32.37 -28.9%
524 KINIKSA PHARMACEUTICALS INTL 4,799.0 $307K 0.00% -3K -36.6% $63.95
525 GPRE GREEN PLAINS INC Basic Materials 19,791.0 $304K 0.00% -20K -50.0% $15.38 +5.7%
526 BUFR FIRST TR EXCHNG TRADED FD VI 8,293.0 $303K 0.00% -495.0 -5.6% $36.53 +2.1%
527 MFS ACTIVE EXCHANGE TRADED F 9,325.0 $303K 0.00% -743.0 -7.4% $32.48
528 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,754.0 $300K 0.00% -80.0 -1.4% $52.09 -5.1%
529 MAC MACERICH CO Real Estate 11,845.0 $298K 0.00% -11K -47.5% $25.19 -3.2%
530 ATKR ATKORE INC Industrials 3,894.0 $296K 0.00% -790.0 -16.9% $76.04 +23.1%
531 GPGI GPGI INC Industrials 18,654.0 $296K 0.00% -35K -65.5% $15.85 -19.3%
532 OEF ISHARES TR 802.0 $293K 0.00% -126.0 -13.6% $365.87 +3.3%
533 BJRI BJS RESTAURANTS INC Consumer Cyclical 4,751.0 $289K 0.00% -12K -71.2% $60.73 +9.9%
534 PERIMETER SOLUTIONS INC 8,079.0 $288K 0.00% -40K -83.3% $35.65
535 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,390.0 $279K 0.00% -6K -43.2% $33.29 +31.2%
536 MIRM MIRUM PHARMACEUTICALS INC Healthcare 2,385.0 $279K 0.00% -759.0 -24.1% $117.07 -17.7%
537 SXI STANDEX INTL CORP Industrials 777.0 $278K 0.00% -172.0 -18.1% $357.67 -13.2%
538 AVNS AVANOS MED INC Healthcare 11,164.0 $278K 0.00% -1K -9.7% $24.88 +0.4%
539 WGO WINNEBAGO INDS INC Consumer Cyclical 8,798.0 $275K 0.00% -15K -62.8% $31.24 +1.7%
540 AGYS AGILYSYS INC Technology 2,627.0 $275K 0.00% -2K -37.7% $104.50 +8.9%
Page 27 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%