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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 176 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3501 CLNE CLEAN ENERGY FUELS CORP COM Energy 2,244.0 $5K -592.0 -20.9% $2.05 -23.4%
3502 EISAI CO LTD UNSPONSORED ADR 732.0 $5K -4K -84.1% $6.27
3503 GETY GETTY IMAGES HOLDINGS INC CL A COM Communication Services 5,332.0 $5K -88.0 -1.6% $0.86 -69.1%
3504 EMBOTELLADORA ANDINA S A SPON ADR B 157.0 $5K +20.0 +14.6% $29.16
3505 TELECOM ITALIA S P A SPON ADS 502.0 $5K NEW $9.11
3506 JMHI J P MORGAN EXCHANGE TRADED FD HIGH YIELD MUNI 90.0 $5K $50.63 -2.0%
3507 HESM HESS MIDSTREAM LP CL A SHS Energy 121.0 $5K $37.60 +5.7%
3508 CLFD CLEARFIELD INC COM Technology 114.0 $5K -22.0 -16.2% $39.79 -29.9%
3509 RICK RCI HOSPITALITY HLDGS INC COM Consumer Cyclical 166.0 $5K +5.0 +3.1% $27.32 +14.7%
3510 RSPT INVESCO EXCHANGE TRADED FD TR S P500 EQL TEC 70.0 $5K $64.50 -1.1%
3511 FEIM FREQUENCY ELECTRS INC COM Technology 68.0 $5K +3.0 +4.6% $66.35 +0.6%
3512 EPM EVOLUTION PETE CORP COM Energy 1,222.0 $4K -35.0 -2.8% $3.68 -9.2%
3513 CSV CARRIAGE SVCS INC COM Consumer Cyclical 117.0 $4K +34.0 +41.0% $38.34 -10.1%
3514 RMBI RICHMOND MUT BANCORPORATION COM Financial Services 282.0 $4K +117.0 +70.9% $15.88 +0.5%
3515 CCRN CROSS CTRY HEALTHCARE INC COM Healthcare 339.0 $4K +82.0 +31.9% $13.21 +0.3%
3516 UNTY UNITY BANCORP INC COM Financial Services 76.0 $4K -9.0 -10.6% $58.68 +0.7%
3517 ACH ACCENDRA HEALTH INC COM Healthcare 1,304.0 $4K $3.42 -61.4%
3518 FB BANCORP INC COM 296.0 $4K +202.0 +214.9% $15.06
3519 WNC WABASH NATL CORP COM Industrials 328.0 $4K -708.0 -68.3% $13.50 -9.9%
3520 UOL GROUP LTD SPON ADR 150.0 $4K $29.47
Page 176 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 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%