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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 83 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 HTLD HEARTLAND EXPRESS INC Industrials 20,441.0 $311K 0.00% -3K -14.0% $15.22 -15.6%
1642 TRP TC ENERGY CORP Energy 4,669.0 $310K 0.00% +189.0 +4.2% $66.29 -6.4%
1643 EXTR EXTREME NETWORKS INC Technology 9,558.0 $309K 0.00% -2K -15.5% $32.37 -28.9%
1644 ARM ARM HOLDINGS PLC Technology 868.0 $308K 0.00% NEW $354.57 -31.4%
1645 KINIKSA PHARMACEUTICALS INTL 4,799.0 $307K 0.00% -3K -36.6% $63.95
1646 GPRE GREEN PLAINS INC Basic Materials 19,791.0 $304K 0.00% -20K -50.0% $15.38 +5.7%
1647 BUFR FIRST TR EXCHNG TRADED FD VI 8,293.0 $303K 0.00% -495.0 -5.6% $36.53 +2.1%
1648 MFS ACTIVE EXCHANGE TRADED F 9,325.0 $303K 0.00% -743.0 -7.4% $32.48
1649 ESLT ELBIT SYS LTD Industrials 399.0 $303K 0.00% $758.72 -2.3%
1650 BELFB BEL FUSE INC Technology 908.0 $302K 0.00% NEW $333.04 -23.3%
1651 CC CHEMOURS CO Basic Materials 14,722.0 $302K 0.00% NEW $20.52 -22.2%
1652 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,754.0 $300K 0.00% -80.0 -1.4% $52.09 -5.1%
1653 UBS UBS GROUP AG Financial Services 6,021.0 $298K 0.00% $49.56 +7.5%
1654 MAC MACERICH CO Real Estate 11,845.0 $298K 0.00% -11K -47.5% $25.19 -3.2%
1655 SXC SUNCOKE ENERGY INC Energy 36,977.0 $298K 0.00% NEW $8.05 +20.4%
1656 ATKR ATKORE INC Industrials 3,894.0 $296K 0.00% -790.0 -16.9% $76.04 +23.1%
1657 GPGI GPGI INC Industrials 18,654.0 $296K 0.00% -35K -65.5% $15.85 -19.3%
1658 OEF ISHARES TR 802.0 $293K 0.00% -126.0 -13.6% $365.87 +3.3%
1659 SOFI SOFI TECHNOLOGIES INC Financial Services 16,320.0 $293K 0.00% $17.93 +5.5%
1660 IYH ISHARES TR 4,307.0 $289K 0.00% $67.01 +10.3%
Page 83 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%