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Portfolio (Quarterly) Guide ↗

Gotham Asset Management

· CIK 0001510387
13F Portfolio $32.7B AUM 1,749 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 159 New 926 Added 526 Reduced 129 Exited
Page 17 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CR CRANE COMPANY Industrials 131,989.0 $22.6M 0.07% +50K +61.3% $171.00 +0.5%
322 MPC MARATHON PETE CORP Energy 92,386.0 $22.6M 0.07% +1K +1.3% $244.18 +5.1%
323 GL GLOBE LIFE INC Financial Services 161,398.0 $22.5M 0.07% +42K +35.6% $139.17 +10.8%
324 PWR QUANTA SVCS INC Industrials 40,751.0 $22.4M 0.07% +15K +59.5% $549.02 +30.4%
325 CHH CHOICE HOTELS INTL INC Consumer Cyclical 216,077.0 $22.4M 0.07% +106K +96.5% $103.50 +7.3%
326 AGO ASSURED GUARANTY LTD Financial Services 272,383.0 $22.2M 0.07% +41K +17.8% $81.48 -3.7%
327 AIZ ASSURANT INC Financial Services 101,095.0 $22.0M 0.07% +21K +27.0% $217.81 +17.3%
328 FR FIRST INDL RLTY TR INC Real Estate 380,603.0 $22.0M 0.07% +353K +1276.7% $57.85 +7.1%
329 PCTY PAYLOCITY HLDG CORP Technology 203,647.0 $22.0M 0.07% +126K +160.7% $108.04 +3.4%
330 ETSY INC 437,178.0 $21.9M 0.07% +151K +52.9% $49.98
331 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 396,130.0 $21.7M 0.07% +312K +371.1% $54.81 +9.2%
332 RMD RESMED INC Healthcare 96,711.0 $21.7M 0.07% +11K +12.3% $224.48 -6.4%
333 SSD SIMPSON MFG INC Industrials 125,688.0 $21.6M 0.07% +87K +222.3% $171.62 +6.5%
334 BLOCK INC 358,362.0 $21.6M 0.07% +57K +19.1% $60.18
335 ABBV ABBVIE INC Healthcare 99,076.0 $21.5M 0.07% +13K +15.2% $217.49 -2.4%
336 FOUR SHIFT4 PMTS INC Technology 488,551.0 $21.4M 0.07% +442K +951.9% $43.73 -4.0%
337 XRAY DENTSPLY SIRONA INC Healthcare 1,836,596.0 $21.3M 0.07% +861K +88.3% $11.60 -15.2%
338 WAT WATERS CORP Healthcare 71,515.0 $21.3M 0.07% +1K +2.1% $297.80 +14.2%
339 ACN ACCENTURE PLC IRELAND Technology 107,359.0 $21.3M 0.07% +13K +14.2% $198.29 -9.9%
340 PEP PEPSICO INC Consumer Defensive 137,018.0 $21.3M 0.07% +89K +184.4% $155.29 -3.4%
Page 17 of 47  ·  926 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 27.0%
Technology 19.2%
Industrials 13.5%
Consumer Cyclical 10.1%
Healthcare 8.3%
Consumer Defensive 4.4%
Basic Materials 3.9%
Energy 3.9%
Real Estate 3.8%
Communication Services 3.1%