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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 51 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ESGD ISHARES TR ESG AW MSCI EAFE 1,833.0 $188K 0.01% +2K +978.2% $102.81 +4.4%
1002 MIDD MIDDLEBY CORP COM Industrials 1,094.0 $188K 0.01% +133.0 +13.8% $172.01 -32.9%
1003 SYNA SYNAPTICS INC COM Technology 1,514.0 $188K 0.01% +10.0 +0.7% $124.23 -21.4%
1004 HERMES INTL SCA CDR BMO ADR 1,026.0 $188K 0.01% +137.0 +15.4% $183.04
1005 ZWS ZURN ELKAY WATER SOLNS CORP COM Industrials 3,708.0 $187K 0.01% +331.0 +9.8% $50.53 -3.0%
1006 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 478.0 $187K 0.01% +49.0 +11.4% $391.45 -4.1%
1007 THG HANOVER INS GROUP INC COM Financial Services 868.0 $186K 0.01% +140.0 +19.2% $214.12 +4.2%
1008 WSFS WSFS FINL CORP COM Financial Services 2,414.0 $185K 0.01% +256.0 +11.9% $76.73 +4.1%
1009 CHRD CHORD ENERGY CORPORATION COM NEW Energy 1,618.0 $185K 0.01% +204.0 +14.4% $114.30 +29.4%
1010 LYFT LYFT INC CL A COM Technology 12,632.0 $185K 0.01% +6K +84.9% $14.61 +19.6%
1011 IPAR INTERPARFUMS INC COM Consumer Defensive 1,647.0 $184K 0.01% +531.0 +47.6% $111.86 +3.3%
1012 FR FIRST INDL RLTY TR INC COM Real Estate 2,999.0 $184K 0.01% +686.0 +29.7% $61.31 +2.6%
1013 WKC WORLD KINECT CORPORATION COM Energy 5,568.0 $183K 0.01% +2K +80.5% $32.94 +9.1%
1014 PERIMETER SOLUTIONS INC COMMON STOCK 5,127.0 $183K 0.01% +425.0 +9.0% $35.65
1015 ACMR ACM RESH INC COM CL A Technology 1,440.0 $183K 0.01% +182.0 +14.5% $126.89 -37.4%
1016 MSM MSC INDL DIRECT INC CL A Industrials 1,534.0 $182K 0.01% +144.0 +10.4% $118.95 +0.7%
1017 SWEDBANK AB SPD ADR 4,868.0 $182K 0.01% +2K +73.8% $37.47
1018 MOD MODINE MFG CO COM Consumer Cyclical 683.0 $182K 0.01% +24.0 +3.6% $267.02 -26.0%
1019 EAT BRINKER INTL INC COM Consumer Cyclical 1,079.0 $181K 0.01% +271.0 +33.5% $168.00 +46.5%
1020 NIPPON STEEL CORP SPONSORED ADS 53,648.0 $181K 0.01% +32K +142.5% $3.37
Page 51 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 35.6%
Financial Services 13.0%
Industrials 10.7%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 6.2%
Consumer Defensive 4.9%
Energy 3.8%
Utilities 3.1%
Basic Materials 2.0%