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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 98 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 KRUS KURA SUSHI USA INC CL A COM Consumer Cyclical 301.0 $21K 0.00% +4.0 +1.4% $69.79 -22.2%
1942 KOF COCACOLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 215.0 $21K 0.00% +21.0 +10.8% $97.55 +9.8%
1943 PRTA PROTHENA CORP PLC SHS Healthcare 2,155.0 $21K 0.00% +2K +322.6% $9.72 -3.8%
1944 MTX MINERALS TECHNOLOGIES INC COM Basic Materials 295.0 $21K 0.00% +40.0 +15.7% $70.92 +6.3%
1945 OUSTER INC COM NEW 1,132.0 $21K 0.00% +31.0 +2.8% $18.37
1946 CACC CREDIT ACCEP CORP MICH COM Financial Services 49.0 $21K 0.00% +27.0 +122.7% $423.47 +29.2%
1947 FMBH FIRST MID BANCSHARES INC COM Financial Services 503.0 $21K 0.00% +4.0 +0.8% $41.19 +6.2%
1948 RLJ RLJ LODGING TR COM Real Estate 2,780.0 $21K 0.00% +324.0 +13.2% $7.42 +27.9%
1949 DOLE DOLE PLC ORD SHS Consumer Defensive 1,440.0 $21K 0.00% +252.0 +21.2% $14.29 +1.7%
1950 FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS Consumer Defensive 185.0 $21K 0.00% +30.0 +19.4% $111.06 +9.3%
1951 FIVN FIVE9 INC COM Technology 1,354.0 $21K 0.00% +997.0 +279.3% $15.17 +44.0%
1952 FMNB FARMERS NATIONAL BANC CORP COM Financial Services 1,559.0 $21K 0.00% +1K +218.8% $13.16 +8.2%
1953 ILUKA RES LTD UNSPONSORD ADR 924.0 $20K 0.00% +402.0 +77.0% $22.15
1954 VTS VITESSE ENERGY INC COMMON STOCK Energy 1,127.0 $20K 0.00% +1K +2297.9% $18.16 +1.1%
1955 CCSI CONSENSUS CLOUD SOLUTIONS INC COM Technology 859.0 $20K 0.00% +42.0 +5.1% $23.74 +17.6%
1956 UNIT UNITI GROUP LLC COM SHS Real Estate 2,154.0 $20K 0.00% +299.0 +16.1% $9.38 +16.7%
1957 NGS NATURAL GAS SVCS GROUP INC COM Energy 535.0 $20K 0.00% +18.0 +3.5% $37.74 +12.2%
1958 EVCM EVERCOMMERCE INC COM Technology 1,766.0 $20K 0.00% +917.0 +108.0% $11.43 -8.6%
1959 BMRC BANK OF MARIN BANCORP COM Financial Services 787.0 $20K 0.00% +98.0 +14.2% $25.63 +2.4%
1960 BCML BAYCOM CORP COM Financial Services 673.0 $20K 0.00% +17.0 +2.6% $29.73 +4.9%
Page 98 of 130  ·  2,584 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%