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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 167 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 RMAX RE MAX HLDGS INC CL A Real Estate 766.0 $8K -22.0 -2.8% $9.86 +39.7%
3322 GLENCORE PLC SHS 1,105.0 $8K $6.82
3323 PLBC PLUMAS BANCORP COM Financial Services 128.0 $7K +23.0 +21.9% $58.44 +5.0%
3324 SWIRE PAC LTD SPON ADR A 714.0 $7K +366.0 +105.2% $10.47
3325 ESCA ESCALADE INC COM Consumer Cyclical 398.0 $7K +63.0 +18.8% $18.78 +11.9%
3326 USNA USANA HEALTH SCIENCES INC COM Consumer Defensive 350.0 $7K +91.0 +35.1% $21.35 -37.8%
3327 OLMA OLEMA PHARMACEUTICALS INC COM Healthcare 596.0 $7K +8.0 +1.4% $12.51 -13.5%
3328 HIMALAYA SHIPPING LTD ORD SHS 558.0 $7K +217.0 +63.6% $13.36
3329 AURA AURA BIOSCIENCES INC COM Healthcare 1,047.0 $7K +187.0 +21.7% $7.10 +8.0%
3330 NGVC NATURAL GROCERS BY VITAMIN COM Consumer Defensive 239.0 $7K +89.0 +59.3% $31.02 -11.7%
3331 FIP FTAI INFRASTRUCTURE INC COMMON STOCK Industrials 1,591.0 $7K -875.0 -35.5% $4.64 -18.7%
3332 HOFT HOOKER FURNISHINGS CORPORATION COM Consumer Cyclical 413.0 $7K $17.83 -19.5%
3333 GLRE GREENLIGHT CAP RE LTD CLASS A Financial Services 454.0 $7K +26.0 +6.1% $16.18 -5.1%
3334 BUR BURFORD CAPITAL LIMITED ORD SHS Financial Services 1,787.0 $7K +899.0 +101.2% $4.10 +4.0%
3335 TURB TURBO ENERGY S A SPON ADS Energy 4,636.0 $7K NEW $1.57 -25.5%
3336 PRINCETON BANCORP INC COM 191.0 $7K -2.0 -1.0% $37.95
3337 NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW Financial Services 1,396.0 $7K +678.0 +94.4% $5.19 +6.4%
3338 RNGR RANGER ENERGY SVCS INC COM CL A Energy 452.0 $7K +231.0 +104.5% $16.01 +7.1%
3339 MDV MODIV INDUSTRIAL INC COM STK CL C Real Estate 415.0 $7K +44.0 +11.9% $17.40 +3.7%
3340 BHB BAR HBR BANKSHARES COM Financial Services 191.0 $7K $37.76 +4.3%
Page 167 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%