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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 35 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FSBW FS BANCORP INC COM Financial Services 255.0 $10K -15.0 -5.6% $38.59 +2.9%
682 MCFT MASTERCRAFT BOAT HLDGS INC COM Consumer Cyclical 472.0 $10K -3.0 -0.6% $20.51 +7.3%
683 DRVN DRIVEN BRANDS HLDGS INC COM Consumer Cyclical 763.0 $10K -569.0 -42.7% $12.61 +4.9%
684 BIDU BAIDU INC SPON ADR REP A Communication Services 83.0 $9K -16.0 -16.2% $111.42 +21.4%
685 SMID SMITH MIDLAND CORP COM Basic Materials 282.0 $9K -38.0 -11.9% $32.53 -6.9%
686 PAX PATRIA INVESTMENTS LIMITED COM CL A Financial Services 727.0 $9K -378.0 -34.2% $12.60 -13.3%
687 PGX INVESCO EXCHANGETRADED FD TR PFD ETF 841.0 $9K -1K -55.0% $10.88 +0.8%
688 VRDN VIRIDIAN THERAPEUTICS INC COM Healthcare 458.0 $9K -19.0 -4.0% $19.56 -18.3%
689 WNC WABASH NATL CORP COM Industrials 1,036.0 $9K -524.0 -33.6% $8.62 -21.5%
690 VALN VALNEVA SE SPONSORED ADS Healthcare 1,426.0 $9K -431.0 -23.2% $6.25 -7.8%
691 SMITHS GROUP PLC SPONSORED ADR 285.0 $9K -187.0 -39.6% $30.85
692 OLMA OLEMA PHARMACEUTICALS INC COM Healthcare 588.0 $9K -135.0 -18.7% $14.91 -12.1%
693 GEVO GEVO INC COM PAR Basic Materials 3,160.0 $9K -1K -27.6% $2.73 -38.5%
694 HLIT HARMONIC INC COM Technology 952.0 $9K -436.0 -31.4% $8.98 +37.0%
695 THFF FIRST FINANCIAL CORPORATION COM Financial Services 135.0 $9K -19.0 -12.3% $63.20 +4.9%
696 IRWD IRONWOOD PHARMACEUTICALS INC COM CL A Healthcare 2,411.0 $8K -51.0 -2.1% $3.51 +4.6%
697 SEEK LTD UNSPONSORD ADR 434.0 $8K -721.0 -62.4% $19.31
698 ACRE ARES COML REAL ESTATE CORP COM Real Estate 1,734.0 $8K -987.0 -36.3% $4.80 +0.0%
699 KODK EASTMAN KODAK CO COM NEW Industrials 919.0 $8K -50.0 -5.2% $9.05 +4.3%
700 EXG EATON VANCE TAXMANAGED GLOBAL COM Financial Services 953.0 $8K -312.0 -24.7% $8.66 +7.6%
Page 35 of 48  ·  944 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%