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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 34 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FWRD FORWARD AIR CORP COM Industrials 1,412.0 $19K 0.00% -1K -50.0% $13.51 +31.7%
662 FBYD FALCONS BEYOND GLOBAL INC COM CL A Industrials 1,053.0 $19K 0.00% -183.0 -14.8% $17.92 -40.6%
663 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 563.0 $19K 0.00% -50.0 -8.2% $33.26 +8.3%
664 CCC CCC INTELLIGENT SOLUTIONS HLD COM Technology 3,623.0 $19K 0.00% -5K -58.4% $5.16 +44.4%
665 HHH HOWARD HUGHES HOLDINGS INC COM Real Estate 259.0 $19K 0.00% -44.0 -14.5% $71.49 -5.0%
666 AHRT AH RLTY TR INC COM Financial Services 2,603.0 $18K 0.00% -2K -48.9% $7.08 -6.4%
667 CTRI CENTURI HOLDINGS INC COM SHS Utilities 607.0 $18K 0.00% -6.0 -1.0% $30.24 -28.0%
668 MLKN MILLERKNOLL INC COM Consumer Cyclical 892.0 $18K 0.00% -1K -61.6% $20.46 +11.2%
669 GNTA GENENTA SCIENCE S P A SPONSORED ADS Healthcare 9,863.0 $18K 0.00% -4K -31.0% $1.84 -35.3%
670 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 282.0 $18K 0.00% -11.0 -3.8% $62.94 +13.6%
671 BGS B G FOODS INC COM Consumer Defensive 4,451.0 $18K 0.00% -3K -38.0% $3.98 -16.3%
672 OLED UNIVERSAL DISPLAY CORP COM Technology 204.0 $18K 0.00% -311.0 -60.4% $86.59 -0.1%
673 AEBI SCHMIDT HLDG AG COM 1,407.0 $18K 0.00% -24.0 -1.7% $12.55
674 SUPV GRUPO SUPERVIELLE S A SPONSORED ADR Financial Services 1,820.0 $18K 0.00% -217.0 -10.7% $9.66 -20.8%
675 ACNB ACNB CORP COM Financial Services 293.0 $17K 0.00% -4.0 -1.4% $59.38 +7.2%
676 CXM SPRINKLR INC CL A Technology 3,336.0 $17K 0.00% -18K -84.1% $5.16 +39.5%
677 LADR LADDER CAP CORP CL A Real Estate 1,719.0 $17K 0.00% -116.0 -6.3% $9.95 +0.3%
678 ALSTOM SA ADR 10,115.0 $17K 0.00% -17K -63.1% $1.69
679 FFD FINL CORP COM 378.0 $17K 0.00% -197.0 -34.3% $45.06
680 EYPT EYEPOINT INC COM NEW Healthcare 1,179.0 $17K 0.00% -204.0 -14.8% $14.30 -62.2%
Page 34 of 55  ·  1,084 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%