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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 153 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 EPSN EPSILON ENERGY LTD COM Energy 1,735.0 $11K NEW $6.16 +1.1%
3042 BFC BANK FIRST CORP COM Financial Services 79.0 $11K -20.0 -20.2% $135.06 +5.4%
3043 CVLG COVENANT LOGISTICS GROUP INC CL A Industrials 393.0 $11K +185.0 +88.9% $27.15 +37.6%
3044 MBWM MERCANTILE BK CORP COM Financial Services 211.0 $11K +43.0 +25.6% $50.50 +4.1%
3045 GGB GERDAU SA SPON ADR REP PFD Basic Materials 2,932.0 $11K +247.0 +9.2% $3.61 +30.2%
3046 ZGN ERMENEGILDO ZEGNA N V ORD SHS Consumer Cyclical 1,015.0 $11K NEW $10.42 +28.4%
3047 WASH WASHINGTON TR BANCORP INC COM Financial Services 316.0 $11K +103.0 +48.4% $33.46 -4.0%
3048 FRST PRIMIS FINANCIAL CORP COM Financial Services 795.0 $11K +156.0 +24.4% $13.28 +8.2%
3049 NORW GLOBAL X FDS MSCI NORWAY ETF 276.0 $11K $38.21 +2.9%
3050 CTLP CANTALOUPE INC COM Technology 974.0 $11K +668.0 +218.3% $10.81 +3.6%
3051 MAZE MAZE THERAPEUTICS INC COM Healthcare 352.0 $11K +180.0 +104.7% $29.85 -13.7%
3052 CRNC CERENCE INC COM Technology 1,659.0 $10K +642.0 +63.1% $6.31 +53.6%
3053 CAMT CAMTEK LTD ORD Technology 69.0 $10K $151.61 +5.9%
3054 IYY ISHARES TR DOW JONES US ETF 66.0 $10K $158.45 +13.7%
3055 BIOHAVEN LTD COM 1,228.0 $10K +1K +7575.0% $8.46
3056 SFST SOUTHERN FIRST BANCSHARES COM Financial Services 189.0 $10K -6.0 -3.1% $54.50 +3.5%
3057 KIDS ORTHOPEDIATRICS CORP COM Healthcare 647.0 $10K +342.0 +112.1% $15.87 +16.1%
3058 NVX NOVONIX LIMITED SPONSORED ADS Industrials 14,841.0 $10K +11K +330.4% $0.69 -7.8%
3059 ENGIE BRASIL ENERGIA SA SPONSORED ADR 1,594.0 $10K +1K +334.3% $6.41
3060 TECX TECTONIC THERAPEUTIC INC COM Healthcare 330.0 $10K +301.0 +1037.9% $30.91 -6.7%
Page 153 of 206  ·  4,110 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%