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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 13 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IUSV ISHARES TR 398,466.0 $43.9M 0.10% +157K +65.4% $110.15 +4.3%
242 OHI OMEGA HEALTHCARE INVS INC Real Estate 917,196.0 $43.7M 0.10% +84K +10.1% $47.68 -2.2%
243 CHE CHEMED CORP NEW Healthcare 93,085.0 $43.4M 0.10% +44K +91.2% $465.74 +16.1%
244 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 386,973.0 $43.3M 0.10% +337K +680.5% $111.79 -6.1%
245 LUNR INTUITIVE MACHINES INC Industrials 2,020,000.0 $43.2M 0.10% $21.39 -14.4%
246 VLTO VERALTO CORP Industrials 486,076.0 $43.1M 0.10% +152K +45.4% $88.68 +11.4%
247 TTC TORO CO Industrials 441,753.0 $43.0M 0.10% +144K +48.5% $97.42 +2.1%
248 VSNT VERSANT MEDIA GROUP INC Industrials 1,192,840.0 $43.0M 0.10% +299K +33.4% $36.01 +7.6%
249 AMT AMERICAN TOWER CORP Real Estate 262,569.0 $42.9M 0.10% +226K +623.5% $163.57 +7.5%
250 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 79,123.0 $42.9M 0.10% -1K -1.6% $541.83 -5.3%
251 HHH HOWARD HUGHES HOLDINGS INC Real Estate 598,252.0 $42.8M 0.10% +303K +102.8% $71.49 -7.0%
252 DIS DISNEY WALT CO Communication Services 442,658.0 $42.6M 0.10% +100K +29.1% $96.25 +12.0%
253 COP CONOCOPHILLIPS Energy 408,596.0 $42.5M 0.10% +89K +27.8% $103.96 +29.7%
254 CASY CASEYS GEN STORES INC Consumer Cyclical 53,369.0 $42.4M 0.10% +7K +16.0% $794.79 +5.2%
255 AMH AMERICAN HOMES 4 RENT Real Estate 1,257,631.0 $42.2M 0.10% +583K +86.4% $33.52 +2.5%
256 EBAY EBAY INC. Consumer Cyclical 375,714.0 $42.0M 0.10% +14K +3.9% $111.75 -6.8%
257 L LOEWS CORP Financial Services 370,795.0 $42.0M 0.10% +95K +34.3% $113.21 -3.0%
258 SLB SLB LIMITED Energy 902,471.0 $42.0M 0.10% +192K +27.0% $46.49 +15.9%
259 MTCH MATCH GROUP INC NEW Communication Services 1,096,368.0 $41.7M 0.10% +58K +5.6% $38.05 +7.4%
260 INGERSOLL RAND INC 506,738.0 $41.5M 0.10% +241K +90.8% $81.99
Page 13 of 90  ·  1,791 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%