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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 116 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 PSIX POWER SOLUTIONS INTL INC COM NEW Industrials 24.0 $933.0 +7.0 +41.2% $38.88 +1.6%
2302 RVSB RIVERVIEW BANCORP INC COM Financial Services 165.0 $896.0 +92.0 +126.0% $5.43 -5.3%
2303 GCBC GREENE CNTY BANCORP INC COM Financial Services 26.0 $873.0 +19.0 +271.4% $33.58 +2.0%
2304 XERS XERIS BIOPHARMA HOLDINGS INC COM Healthcare 110.0 $871.0 +10.0 +10.0% $7.92 +7.6%
2305 JAKK JAKKS PAC INC COM NEW Consumer Cyclical 37.0 $861.0 +9.0 +32.1% $23.27 +9.5%
2306 XRX XEROX HOLDINGS CORP COM NEW Technology 249.0 $779.0 +19.0 +8.3% $3.13 -5.7%
2307 CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A Healthcare 146.0 $765.0 +72.0 +97.3% $5.24 -18.5%
2308 NVGS NAVIGATOR HLDGS LTD SHS Energy 39.0 $727.0 +14.0 +56.0% $18.64 +15.6%
2309 TRTX TPG RE FIN TR INC COM Real Estate 83.0 $695.0 +63.0 +315.0% $8.37 -5.2%
2310 BOOM DMC GLOBAL INC COM Energy 119.0 $691.0 +94.0 +376.0% $5.81 +25.7%
2311 TRINSEO PLC SHS 412,655.0 $660.0 +411K +10000.0% $0.00
2312 III INFORMATION SVCS GROUP INC COM Technology 159.0 $653.0 +82.0 +106.5% $4.11 +20.3%
2313 DSGR DISTRIBUTION SOLUTIONS GRP INC COM Industrials 23.0 $629.0 +17.0 +283.3% $27.35 +27.5%
2314 AMERICAN COASTAL INS CORP COM 53.0 $588.0 +7.0 +15.2% $11.09
2315 ESTA ESTABLISHMENT LABS HLDGS INC COM Healthcare 6.0 $515.0 +2.0 +50.0% $85.83 -10.7%
2316 EFSI EAGLE FINL SVCS INC COM Financial Services 12.0 $498.0 +6.0 +100.0% $41.50 +5.3%
2317 LAW CS DISCO INC COM Technology 125.0 $473.0 +2.0 +1.6% $3.78 +13.1%
2318 ESPR ESPERION THERAPEUTICS INC NEW COM Healthcare 141.0 $446.0 +71.0 +101.4% $3.16 +0.5%
2319 TASK TASKUS INC CLASS A COM Technology 78.0 $365.0 +54.0 +225.0% $4.68 +53.6%
2320 JPC NUVEEN PFD INCOME OPPORTUNIT COM Financial Services 28.0 $221.0 +21.0 +300.0% $7.89 -3.0%
Page 116 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%