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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 16 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VC VISTEON CORP Consumer Cyclical 22,193.0 $2.0M 0.01% -14K -39.2% $91.11 +18.2%
302 POWL POWELL INDS INC Industrials 3,724.0 $2.0M 0.01% -674.0 -15.3% $541.08 -50.2%
303 PJT PJT PARTNERS INC Financial Services 14,399.0 $2.0M 0.01% -137.0 -0.9% $139.72 +10.5%
304 NBSD NEUBERGER BERMAN ETF TRUST 39,338.0 $2.0M 0.01% -389.0 -1.0% $50.71 +0.1%
305 CALM CAL MAINE FOODS INC Consumer Defensive 25,065.0 $2.0M 0.01% -11K -30.0% $79.15 -0.5%
306 REXR REXFORD INDL RLTY INC Real Estate 60,022.0 $2.0M 0.01% -127K -67.9% $32.73 +8.8%
307 BLBD BLUE BIRD CORP Consumer Cyclical 34,520.0 $2.0M 0.01% -6K -15.7% $56.79 +15.4%
308 WCN WASTE CONNECTIONS INC Industrials 11,832.0 $1.9M 0.01% -6K -35.0% $162.44 -3.4%
309 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 136,300.0 $1.9M 0.01% -6K -4.3% $13.85 -10.0%
310 SNCY SUN CTRY AIRLS HLDGS INC Industrials 113,977.0 $1.9M 0.01% -15K -11.3% $16.52 -2.1%
311 ORA ORMAT TECHNOLOGIES INC Utilities 16,820.0 $1.9M 0.01% -2K -9.1% $111.92 +18.7%
312 ANIP ANI PHARMACEUTICALS INC Healthcare 24,095.0 $1.9M 0.01% -9K -26.6% $76.90 +6.4%
313 LAD LITHIA MTRS INC Consumer Cyclical 7,376.0 $1.8M 0.01% -28K -79.3% $249.72 +7.7%
314 BN BROOKFIELD CORP Financial Services 44,976.0 $1.8M 0.01% -9K -16.5% $40.47 +11.4%
315 YELP YELP INC Communication Services 72,786.0 $1.8M 0.01% -17K -18.7% $24.74 -8.6%
316 LNTH LANTHEUS HLDGS INC Healthcare 23,460.0 $1.8M 0.01% -3K -11.1% $75.85 +26.2%
317 VTWV VANGUARD SCOTTSDALE FDS 10,547.0 $1.8M 0.01% -98.0 -0.9% $167.22 +9.6%
318 CCJ CAMECO CORP Energy 16,010.0 $1.7M 0.01% -3K -15.8% $108.61 -3.4%
319 CNMD CONMED CORP Healthcare 49,134.0 $1.7M 0.01% -1K -2.4% $35.36 +2.8%
320 WLDN WILLDAN GROUP INC Industrials 22,684.0 $1.7M 0.01% -3K -12.2% $76.56 +21.3%
Page 16 of 27  ·  526 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%