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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 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KR KROGER CO Consumer Defensive 178,262.0 $12.9M 0.04% -242K -57.6% $72.36 -5.6%
142 NSA NATIONAL STORAGE AFFILIATES Real Estate 337,283.0 $12.7M 0.04% -30K -8.1% $37.74 +10.0%
143 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 271,947.0 $12.6M 0.04% -3K -0.9% $46.36 -3.3%
144 XPO XPO INC Industrials 64,143.0 $12.5M 0.04% -13K -16.8% $194.55 +3.0%
145 LYFT LYFT INC Technology 913,873.0 $12.2M 0.04% -18K -2.0% $13.30 +0.5%
146 AYI ACUITY INC Industrials 42,281.0 $11.8M 0.04% -22K -34.3% $280.22 -2.9%
147 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 39,814.0 $11.7M 0.04% -73K -64.7% $292.75 +34.6%
148 DDOG DATADOG INC Technology 98,538.0 $11.6M 0.04% -85K -46.5% $118.05 +76.9%
149 DOW DOW HLDGS INC Basic Materials 279,188.0 $11.6M 0.04% -8K -2.8% $41.65 -7.4%
150 RGLD ROYAL GOLD INC Basic Materials 45,507.0 $11.6M 0.04% -1K -2.5% $254.49 -11.1%
151 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 140,752.0 $11.4M 0.04% -132K -48.3% $80.95 -5.1%
152 BLDR BUILDERS FIRSTSOURCE INC Industrials 136,762.0 $11.3M 0.03% -1K -0.8% $82.33 -19.4%
153 FNF FIDELITY NATL FINL INC Financial Services 241,153.0 $11.2M 0.03% -24K -9.2% $46.38 +6.7%
154 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 181,712.0 $11.1M 0.03% -52K -22.1% $61.35 -16.2%
155 DAR DARLING INGREDIENTS INC Consumer Defensive 180,030.0 $11.1M 0.03% -4K -2.2% $61.85 +0.5%
156 WRB BERKLEY W R CORP Financial Services 167,126.0 $11.1M 0.03% -114K -40.5% $66.28 +3.7%
157 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 589,413.0 $11.0M 0.03% -39K -6.2% $18.70 -18.4%
158 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 296,361.0 $11.0M 0.03% -24K -7.4% $37.01 +0.2%
159 AXTA AXALTA COATING SYS LTD Basic Materials 382,533.0 $10.6M 0.03% -125K -24.6% $27.70 +0.2%
160 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 67,307.0 $10.6M 0.03% -27K -28.7% $157.28 -0.8%
Page 8 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%