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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.7B AUM 4,173 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 196 New 2321 Added 1084 Reduced 133 Exited
Page 112 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 NIPPON YUSEN KABUSHIKI KAISHA SPON ADR 2006 577.0 $4K +135.0 +30.5% $6.50
2222 FPI FARMLAND PARTNERS INC COM Real Estate 386.0 $4K +122.0 +46.2% $9.68 +2.7%
2223 SRBK SR BANCORP INC COM Financial Services 188.0 $4K +129.0 +218.6% $19.68 +2.8%
2224 TNXP TONIX PHARMACEUTICALS HLDG CO COM NEW Healthcare 288.0 $4K +4.0 +1.4% $12.76 -0.8%
2225 RLGT RADIANT LOGISTICS INC COM Industrials 378.0 $4K +6.0 +1.6% $9.46 -8.5%
2226 ALTG ALTA EQUIPMENT GROUP INC COMMON STOCK Industrials 547.0 $4K +41.0 +8.1% $6.47 +3.6%
2227 HTZ HERTZ GLOBAL HLDGS INC COM NEW Industrials 1,527.0 $3K +845.0 +123.9% $2.27 -8.2%
2228 TDUP THREDUP INC CL A Consumer Cyclical 500.0 $3K +75.0 +17.6% $6.85 -59.0%
2229 CHAIN BRIDGE BANCORP INC CL A 78.0 $3K +5.0 +6.8% $42.05
2230 ANNX ANNEXON INC COM Healthcare 570.0 $3K +254.0 +80.4% $5.71 -7.5%
2231 PAYS PAYSIGN INC COM Technology 389.0 $3K +161.0 +70.6% $8.19 +65.1%
2232 UWMC UWM HOLDINGS CORPORATION COM CL A Financial Services 1,391.0 $3K +182.0 +15.1% $2.29 -37.1%
2233 CHYM CHIME FINL INC COM SHS CL A Financial Services 153.0 $3K +132.0 +628.6% $20.48 +55.8%
2234 VLGEA VILLAGE SUPER MKT INC CL A NEW Consumer Defensive 74.0 $3K +5.0 +7.2% $42.18 +2.0%
2235 MNSB MAINSTREET BANCSHARES INC COM Financial Services 124.0 $3K +95.0 +327.6% $24.69 +2.7%
2236 FENI FIDELITY COVINGTON TRUST ENHANCED INTL 76.0 $3K +24.0 +46.1% $40.13 +3.1%
2237 PDC PERPETUALS COM LTD SPONSORED ADS Technology 515.0 $3K +336.0 +187.7% $5.90 -47.8%
2238 TDAY USA TODAY CO INC COM Communication Services 355.0 $3K +23.0 +6.9% $8.55 -21.9%
2239 KRO KRONOS WORLDWIDE INC COM Basic Materials 479.0 $3K +52.0 +12.2% $6.33 +25.3%
2240 KGC KINROSS GOLD CORP COM Basic Materials 121.0 $3K +16.0 +15.2% $23.62 +14.8%
Page 112 of 117  ·  2,321 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
Technology 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%