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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 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CIFR CIPHER DIGITAL INC Financial Services 15,353.0 $198K 0.00% NEW $12.87 +46.1%
142 AVNS AVANOS MED INC Healthcare 12,359.0 $173K 0.00% NEW $14.01 +76.7%
143 OSCR OSCAR HEALTH INC Healthcare 14,907.0 $171K 0.00% NEW $11.47 +120.6%
144 GAU GALIANO GOLD INC Basic Materials 67,248.0 $169K 0.00% NEW $2.51 -8.8%
145 METALLUS INC 10,301.0 $168K 0.00% NEW $16.34
146 PRGO PERRIGO CO PLC Healthcare 14,630.0 $157K NEW $10.74 -0.6%
147 MGNI MAGNITE INC Communication Services 12,885.0 $153K NEW $11.88 +12.7%
148 XZO EXZEO GROUP INC Financial Services 10,173.0 $149K NEW $14.67 -6.5%
149 DRH DIAMONDROCK HOSPITALITY CO Real Estate 11,259.0 $105K NEW $9.37 +13.2%
150 LZ LEGALZOOM COM INC Industrials 17,629.0 $100K NEW $5.67 +16.0%
151 DNUT KRISPY KREME INC Consumer Defensive 29,456.0 $100K NEW $3.39 -6.8%
152 IMMUNITYBIO INC 12,137.0 $93K NEW $7.67
153 ARDX ARDELYX INC Healthcare 13,455.0 $81K NEW $5.99 +1.7%
154 ABUS ARBUTUS BIOPHARMA CORP Healthcare 17,321.0 $78K NEW $4.50 -6.7%
155 DBI DESIGNER BRANDS INC Consumer Cyclical 10,639.0 $61K NEW $5.69 +6.7%
156 GEMI GEMINI SPACE STA INC Financial Services 12,885.0 $57K NEW $4.42 +21.5%
157 ODV OSISKO DEVELOPMENT CORP Basic Materials 12,611.0 $41K NEW $3.25 -10.2%
158 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 10,657.0 $37K NEW $3.51 -0.3%
159 TRX GOLD CORPORATION 11,678.0 $18K NEW $1.50
Page 8 of 8  ·  159 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%