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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 165 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 URG URENERGY INC COM Energy 4,230.0 $6K -2K -26.6% $1.49 -1.3%
3282 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 3,578.0 $6K +573.0 +19.1% $1.76 +138.6%
3283 EWY ISHARES INC MSCI STH KOR ETF 51.0 $6K NEW $123.02 +51.5%
3284 AEON CO LTD ADR 522.0 $6K $12.02
3285 OEC ORION SA COM Basic Materials 965.0 $6K -173.0 -15.2% $6.50 +4.0%
3286 REAL THE REALREAL INC COM Consumer Cyclical 688.0 $6K -113.0 -14.1% $9.08 +4.0%
3287 RC READY CAPITAL CORP COM Real Estate 3,855.0 $6K -7K -63.3% $1.62 +12.3%
3288 TZOO TRAVELZOO COM NEW Communication Services 1,050.0 $6K NEW $5.92 +57.6%
3289 BHB BAR HBR BANKSHARES COM Financial Services 191.0 $6K +101.0 +112.2% $32.45 +7.1%
3290 SGC SUPERIOR GROUP OF CO INC COM Consumer Cyclical 610.0 $6K +509.0 +504.0% $10.16 +13.2%
3291 SVV SAVERS VALUE VLG INC COM Consumer Cyclical 833.0 $6K -63.0 -7.0% $7.44 +6.2%
3292 EVH EVOLENT HEALTH INC CL A Healthcare 2,715.0 $6K +1K +106.5% $2.28 +68.4%
3293 EES WISDOMTREE TR US SMALLCAP FUND 106.0 $6K $58.05 +8.6%
3294 FORR FORRESTER RESH INC COM Industrials 1,084.0 $6K -3K -70.6% $5.66 +23.2%
3295 TRDA ENTRADA THERAPEUTICS INC COM Healthcare 480.0 $6K +385.0 +405.3% $12.62 -52.1%
3296 LFT LUMENT FINANCE TRUST INC COM Real Estate 4,796.0 $6K +3K +141.6% $1.26 -11.1%
3297 ATYR ATYR PHARMA INC COM NEW Healthcare 7,739.0 $6K NEW $0.78 -32.2%
3298 ROOT INC CL A NEW 136.0 $6K -10.0 -6.8% $44.17
3299 EMBC EMBECTA CORP COMMON STOCK Healthcare 678.0 $6K -263.0 -27.9% $8.84 -62.4%
3300 CRAI CRA INTL INC COM Industrials 37.0 $6K +15.0 +68.2% $161.89 -9.0%
Page 165 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%