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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 166 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 CLW CLEARWATER PAPER CORP COM Basic Materials 506.0 $8K +67.0 +15.3% $15.68 +38.7%
3302 BIDU BAIDU INC SPON ADR REP A Communication Services 69.0 $8K -14.0 -16.9% $114.29 -18.4%
3303 GABC GERMAN AMERN BANCORP INC COM Financial Services 166.0 $8K +5.0 +3.1% $47.46 +5.1%
3304 ASST STRIVE INC CL A COM Communication Services 721.0 $8K +379.0 +110.8% $10.91 +67.0%
3305 JACK JACK IN THE BOX INC COM Consumer Cyclical 497.0 $8K +277.0 +125.9% $15.81 +9.0%
3306 CAPR CAPRICOR THERAPEUTICS INC COM NEW Healthcare 323.0 $8K +36.0 +12.5% $24.08 -73.9%
3307 AMLX AMYLYX PHARMACEUTICALS INC COM Healthcare 433.0 $8K +16.0 +3.8% $17.96 +115.2%
3308 SCVL SHOE STA GROUP INC COM Consumer Cyclical 523.0 $8K -2K -74.2% $14.83 +4.5%
3309 NATH NATHANS FAMOUS INC COM Consumer Cyclical 76.0 $8K +65.0 +590.9% $101.61 -2.9%
3310 ENDESA S A UNSPONSORED ADR 342.0 $8K +184.0 +116.5% $22.56
3311 CLPT CLEARPOINT NEURO INC COM Healthcare 432.0 $8K +161.0 +59.4% $17.84 -13.7%
3312 LMB LIMBACH HLDGS INC COM Industrials 100.0 $8K -3.0 -2.9% $77.00 -44.3%
3313 CMMB CHEMOMAB THERAPEUTICS LTD SPONSORED ADS Healthcare 4,740.0 $8K -3K -37.5% $1.62 +33.3%
3314 ASR GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B Industrials 25.0 $8K -15.0 -37.5% $306.68 -14.4%
3315 ULH UNIVERSAL LOGISTICS HLDGS INC COM Industrials 515.0 $8K -272.0 -34.6% $14.80 +29.3%
3316 IVES WEDBUSH SER TR DAN IVE REVO ETF 200.0 $8K NEW $38.10 +1.6%
3317 BBNX BETA BIONICS INC COM Healthcare 486.0 $8K -108.0 -18.2% $15.67 +21.6%
3318 XPLR INFRASTRUCTURE LP COM UNIT PART IN 644.0 $8K $11.81
3319 IEO ISHARES TR US OIL GS EX ETF 69.0 $8K $109.83 +24.7%
3320 PKBK PARKE BANCORP INC COM Financial Services 228.0 $8K +76.0 +50.0% $33.16 +3.0%
Page 166 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%