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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 175 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 FIDELIS INSURANCE HOLDINGS LTD COM 152.0 $3K NEW $19.57
3482 FRONTVIEW REIT INC COM 201.0 $3K NEW $14.76
3483 VWOB VANGUARD WHITEHALL FDS EM MK GOV BD ETF 44.0 $3K NEW $67.43 -1.8%
3484 KGC KINROSS GOLD CORP COM Basic Materials 105.0 $3K NEW $28.16 +1.8%
3485 MITT TPG MTG INVTS TR INC COM NEW Real Estate 346.0 $3K NEW $8.52 -10.4%
3486 NREF NEXPOINT REAL ESTATE FIN INC COM Real Estate 209.0 $3K NEW $14.08 +9.2%
3487 DC DAKOTA GOLD CORP COM Basic Materials 518.0 $3K NEW $5.68 -5.5%
3488 TCX TUCOWS INC COM NEW Technology 131.0 $3K NEW $22.42 -33.1%
3489 ODC OIL DRI CORP AMER COM Basic Materials 60.0 $3K NEW $48.93 +53.7%
3490 TV GRUPO TELEVISA S A B SPON ADR REP ORD Communication Services 1,006.0 $3K NEW $2.91 -2.7%
3491 ELVN ENLIVEN THERAPEUTICS INC COM Healthcare 190.0 $3K NEW $15.40 +174.4%
3492 AVBP ARRIVENT BIOPHARMA INC COM Healthcare 145.0 $3K NEW $20.12 +34.2%
3493 LCNB LCNB CORP COM Financial Services 178.0 $3K NEW $16.39 -0.1%
3494 TTAN SERVICETITAN INC SHS CL A Technology 27.0 $3K NEW $106.52 -41.1%
3495 ARKO ARKO CORP COM Consumer Cyclical 631.0 $3K NEW $4.54 +65.4%
3496 QANTAS AIRWAYS LTD SPONSORED ADR NE 83.0 $3K NEW $34.52
3497 NKSH NATIONAL BANKSHARES INC VA COM Financial Services 85.0 $3K NEW $33.53 +6.0%
3498 ENDESA S A UNSPONSORED ADR 158.0 $3K NEW $17.96
3499 FEZ SPDR INDEX SHS FDS EURO STOXX 50 44.0 $3K NEW $64.39 +4.8%
3500 ARCT ARCTURUS THERAPEUTICS HLDGS COM Healthcare 462.0 $3K NEW $6.13 +14.5%
Page 175 of 205  ·  4,094 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 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%