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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 153 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 BORR DRILLING LTD SHS 3,348.0 $14K 0.00% -2K -41.0% $4.13
3042 AXIA ENERGIA SA SPON ADS PF CL C 1,309.0 $14K 0.00% +75.0 +6.1% $10.55
3043 EOLS EVOLUS INC COM Healthcare 1,985.0 $14K 0.00% +329.0 +19.9% $6.94 +20.9%
3044 WTBA WEST BANCORPORATION INC CAP STK Financial Services 519.0 $14K 0.00% -29.0 -5.3% $26.53 +7.6%
3045 BANCO DO BRASIL S A SPONSORED ADR 3,512.0 $14K 0.00% -3K -43.6% $3.92
3046 CBAN COLONY BANKCORP INC COM Financial Services 685.0 $14K 0.00% +126.0 +22.5% $20.09 +6.9%
3047 HBT HBT FINL INC COM Financial Services 428.0 $14K 0.00% -14.0 -3.2% $31.99 +11.8%
3048 LIBERTY GLOBAL LTD COM CL C 1,244.0 $14K 0.00% +390.0 +45.7% $11.00
3049 BRSP BRIGHTSPIRE CAPITAL INC COM CL A Real Estate 2,506.0 $14K 0.00% -417.0 -14.3% $5.45 -9.9%
3050 CERIBELL INC COM 702.0 $14K 0.00% -16.0 -2.2% $19.45
3051 GREIF INC CL B 145.0 $14K 0.00% +37.0 +34.3% $93.54
3052 FSBW FS BANCORP INC COM Financial Services 312.0 $14K 0.00% +57.0 +22.4% $43.40 -2.1%
3053 BKV BKV CORP COM Energy 494.0 $14K 0.00% +65.0 +15.2% $27.36 -11.6%
3054 HIFS HINGHAM INSTN SVGS MASS COM Financial Services 44.0 $14K 0.00% $307.16 -3.2%
3055 RM REGIONAL MGMT CORP COM Financial Services 328.0 $14K 0.00% +89.0 +37.2% $41.20 -17.2%
3056 FLY FIREFLY AEROSPACE INC COM Industrials 459.0 $13K 0.00% +133.0 +40.8% $29.40 -16.8%
3057 SEAT VIVID SEATS INC COM CL A Communication Services 2,069.0 $13K 0.00% -28.0 -1.3% $6.52 +5.7%
3058 MUX MCEWEN INC COM NEW Basic Materials 744.0 $13K 0.00% +461.0 +162.9% $18.13 +14.6%
3059 FIRST TR EXCHANGE TRADED FD VI BUYWRIT INCM ETF 559.0 $13K $23.85
3060 ENVX ENOVIX CORPORATION COM Industrials 2,194.0 $13K +1K +92.5% $6.07 -44.3%
Page 153 of 209  ·  4,173 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 35.6%
Financial Services 13.0%
Industrials 10.7%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 6.2%
Consumer Defensive 4.9%
Energy 3.8%
Utilities 3.1%
Basic Materials 2.0%