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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 11 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NORTHPOINTE BANCSHARES INC COM SHS 10.0 $173.0 NEW $17.30
202 WLFC WILLIS LEASE FIN CORP COM Industrials 1.0 $170.0 NEW $170.00 +5.9%
203 EVC ENTRAVISION COMMUNICATIONS CP CL A Communication Services 49.0 $146.0 NEW $2.98 +162.8%
204 MTRON INDS INC RT EXP 041526 67.0 $141.0 NEW $2.10
205 PAY PAYMENTUS HOLDINGS INC COM CL A Technology 5.0 $127.0 NEW $25.40 -4.4%
206 COOK TRAEGER INC COM NEW Consumer Cyclical 4.0 $116.0 NEW $29.00 +70.4%
207 BARK INC COM 194.0 $98.0 NEW $0.51
208 ARCO ARCOS DORADOS HLDGS INC SHS CLASS A Consumer Cyclical 10.0 $83.0 NEW $8.30 +0.0%
209 XEROX HOLDINGS CORP WT EXP 021128 88.0 $8.0 NEW $0.09
Page 11 of 11  ·  209 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%