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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 190 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3781 MCCORMICK CO INC COM VTG 30.0 $2K $50.50
3782 KION GROUP AG ADR 137.0 $2K $11.06
3783 CRMT AMERICAS CAR MART INC COM Consumer Cyclical 540.0 $2K -69.0 -11.3% $2.79 +13.6%
3784 INNV INNOVAGE HLDG CORP COM Healthcare 127.0 $2K -24.0 -15.9% $11.85 -4.7%
3785 FXNC FIRST NATL CORP VA COM Financial Services 50.0 $2K -1.0 -2.0% $30.02 +6.0%
3786 HNGE HINGE HEALTH INC CL A Healthcare 18.0 $1K +1.0 +5.9% $83.00 +7.1%
3787 TALK TALKSPACE INC COM Healthcare 283.0 $1K +122.0 +75.8% $5.20 +0.9%
3788 FNKO FUNKO INC COM CL A Consumer Cyclical 250.0 $1K -275.0 -52.4% $5.88 +6.0%
3789 VALU VALUE LINE INC COM Financial Services 36.0 $1K -78.0 -68.4% $40.47 -12.5%
3790 OM OUTSET MED INC COM NEW Healthcare 336.0 $1K -188.0 -35.9% $4.32 +0.2%
3791 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 186.0 $1K $7.79 +6.7%
3792 RNW RENEW ENERGY GLOBAL PLC CL A SHS Utilities 231.0 $1K -725.0 -75.8% $6.25 +9.0%
3793 JBI JANUS INTERNATIONAL GROUP INC COMMON STOCK Industrials 260.0 $1K -402.0 -60.7% $5.55 -6.8%
3794 ONDS ONDAS INC COM NEW Technology 174.0 $1K NEW $8.24 +6.8%
3795 DMAC DIAMEDICA THERAPEUTICS INC COM NEW Healthcare 203.0 $1K -164.0 -44.7% $7.04 -2.0%
3796 CNDT CONDUENT INC COM Technology 974.0 $1K -39.0 -3.9% $1.46 +1.0%
3797 ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT Real Estate 160.0 $1K +24.0 +17.6% $8.87 -5.3%
3798 OLPX OLAPLEX HLDGS INC COM Consumer Cyclical 692.0 $1K $2.05 +0.9%
3799 VRM VROOM INC COM NEW Consumer Cyclical 184.0 $1K +155.0 +534.5% $7.70 +24.8%
3800 CPSS CONSUMER PORTFOLIO SVCS INC COM Financial Services 147.0 $1K +6.0 +4.3% $9.59 -3.9%
Page 190 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%