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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 177 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3521 EBF ENNIS INC COM Industrials 148.0 $3K NEW $18.01 +11.3%
3522 BH BIGLARI HLDGS INC COM STK CL B Consumer Cyclical 8.0 $3K NEW $332.38 -17.6%
3523 ASPN ASPEN AEROGELS INC COM Industrials 936.0 $3K NEW $2.83 +93.3%
3524 PAMT CORP COM 218.0 $3K NEW $12.08
3525 CAI CARIS LIFE SCIENCES INC COM Healthcare 97.0 $3K NEW $26.98 -40.9%
3526 FA FIRST ADVANTAGE CORP NEW COM Industrials 180.0 $3K NEW $14.53 +3.5%
3527 CTKB CYTEK BIOSCIENCES INC COM Healthcare 517.0 $3K NEW $5.05 -21.6%
3528 POLESTAR AUTOMOTIVE HLDG UK SPONSORED ADS 122.0 $3K NEW $21.37
3529 PLBC PLUMAS BANCORP COM Financial Services 58.0 $3K NEW $44.69 +18.5%
3530 BZAI BLAIZE HLDGS INC COM Technology 1,328.0 $3K NEW $1.95 -22.6%
3531 CLBK COLUMBIA FINL INC COM Financial Services 165.0 $3K NEW $15.54 +30.2%
3532 NAT NORDIC AMERICAN TANKERS LIMITE COM Industrials 743.0 $3K NEW $3.44 +59.9%
3533 SB SAFE BULKERS INC COM Industrials 527.0 $3K NEW $4.82 +43.2%
3534 FLYW FLYWIRE CORPORATION COM VTG Technology 179.0 $3K NEW $14.16 +14.1%
3535 ARL AMERICAN RLTY INVS INC COM Real Estate 157.0 $3K NEW $16.06 -11.7%
3536 SABR SABRE CORP COM Consumer Cyclical 1,840.0 $3K NEW $1.36 +16.2%
3537 AEYE AUDIOEYE INC COM NEW Technology 250.0 $2K NEW $9.99 -27.1%
3538 GIB CGI INC CL A SUB VTG Technology 27.0 $2K NEW $92.30 -28.5%
3539 GENC GENCOR INDS INC COM Industrials 192.0 $2K NEW $12.96 +9.5%
3540 MASS 908 DEVICES INC COM Healthcare 473.0 $2K NEW $5.25 +35.6%
Page 177 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%