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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 64 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 4,055.0 $149K 0.01% NEW $36.63 +10.3%
1262 KN KNOWLES CORP COM Technology 6,930.0 $149K 0.01% NEW $21.43 +64.4%
1263 THG HANOVER INS GROUP INC COM Financial Services 811.0 $148K 0.01% NEW $182.77 +6.5%
1264 NFG NATIONAL FUEL GAS CO COM Energy 1,849.0 $148K 0.01% NEW $80.06 +1.5%
1265 3I GROUP PLC SHS 3,252.0 $148K 0.01% NEW $45.45
1266 THOMSON REUTERS CORP COM 1,115.0 $147K 0.01% NEW $131.89
1267 CUBI CUSTOMERS BANCORP INC COM Financial Services 2,010.0 $147K 0.01% NEW $73.12 +3.5%
1268 CDE COEUR MNG INC COM NEW Basic Materials 8,236.0 $147K 0.01% NEW $17.83 -0.0%
1269 GLPI GAMING LEISURE PPTYS INC COM Real Estate 3,278.0 $146K 0.01% NEW $44.69 +6.3%
1270 GMAB GENMAB A S SPONSORED ADS Healthcare 4,755.0 $146K 0.01% NEW $30.80 -12.2%
1271 LW LAMB WESTON HLDGS INC COM Consumer Defensive 3,494.0 $146K 0.01% NEW $41.89 +2.2%
1272 XPEL XPEL INC COM Consumer Cyclical 2,930.0 $146K 0.01% NEW $49.91 -9.4%
1273 CRK COMSTOCK RES INC COM Energy 6,303.0 $146K 0.01% NEW $23.18 -39.1%
1274 DGRW WISDOMTREE TR US QTLY DIV GRT 1,630.0 $146K 0.01% NEW $89.43 +7.3%
1275 FTAI AVIATION LTD SHS 740.0 $146K 0.01% NEW $196.85
1276 HEINEKEN NV SPONSORED ADR L1 3,569.0 $146K 0.01% NEW $40.80
1277 NORSK HYDRO A S SPONSORED ADR 18,716.0 $145K 0.01% NEW $7.77
1278 BHE BENCHMARK ELECTRS INC COM Technology 3,400.0 $145K 0.01% NEW $42.76 +92.8%
1279 EQNR EQUINOR ASA SPONSORED ADR Energy 6,148.0 $145K 0.01% NEW $23.63 +63.6%
1280 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 3,041.0 $145K 0.01% NEW $47.74 -4.6%
Page 64 of 205  ·  4,094 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 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%