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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 79 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 ENVA ENOVA INTL INC Financial Services 1,734.0 $417K 0.00% $240.73 +0.9%
1562 FLNG FLEX LNG LTD Energy 14,541.0 $408K 0.00% $28.06 +14.1%
1563 GATX GATX CORP Industrials 2,296.0 $407K 0.00% $177.19 -0.1%
1564 NMRK NEWMARK GROUP INC Real Estate 26,917.0 $407K 0.00% -38K -58.5% $15.11 +7.3%
1565 DGII DIGI INTL INC Technology 5,400.0 $405K 0.00% -3K -38.0% $74.95 -0.1%
1566 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 4,697.0 $403K 0.00% -12K -71.9% $85.75 +1.4%
1567 XPRO EXPRO GROUP HOLDINGS NV Energy 27,247.0 $402K 0.00% -11K -28.4% $14.77 +23.4%
1568 IWP ISHARES TR 2,731.0 $400K 0.00% NEW $146.41 -1.9%
1569 ASX ASE TECHNOLOGY HLDG CO LTD Technology 8,817.0 $398K 0.00% NEW $45.12 -19.1%
1570 PEB PEBBLEBROOK HOTEL TR Real Estate 20,479.0 $397K 0.00% +4K +28.1% $19.41 -4.8%
1571 JOBY JOBY AVIATION INC Industrials 44,273.0 $395K 0.00% NEW $8.92 -15.6%
1572 IOSP INNOSPEC INC Basic Materials 4,848.0 $395K 0.00% -3K -36.8% $81.39 +15.0%
1573 AIN ALBANY INTL CORP Consumer Cyclical 5,259.0 $392K 0.00% +980.0 +22.9% $74.50 -20.7%
1574 UXI PROSHARES TR 6,142.0 $391K 0.00% $63.62 -6.6%
1575 RELX RELX PLC Communication Services 12,337.0 $391K 0.00% $31.67 +13.4%
1576 FXU FIRST TR EXCHANGE-TRADED FD 7,908.0 $390K 0.00% $49.34 -3.8%
1577 ICVT ISHARES TR 3,202.0 $390K 0.00% -181.0 -5.3% $121.74 -4.8%
1578 EMBD GLOBAL X FDS 16,077.0 $385K 0.00% NEW $23.95 -1.6%
1579 ACMR ACM RESH INC Technology 3,017.0 $383K 0.00% NEW $126.89 -37.4%
1580 AZN ASTRAZENECA PLC Healthcare 2,007.0 $381K 0.00% NEW $189.62 -12.5%
Page 79 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%