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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 204 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4061 ESPR ESPERION THERAPEUTICS INC NEW COM Healthcare 70.0 $192.0 -453.0 -86.6% $2.74 +14.1%
4062 BAVARIAN NORDIC SPONSORED ADR 19.0 $189.0 $9.95
4063 TLRY TILRAY BRANDS INC COM Healthcare 29.0 $188.0 +10.0 +52.6% $6.48 -20.1%
4064 FLOTEK INDUSTRIES INC COM NEW 11.0 $187.0 -21.0 -65.6% $17.00
4065 CBK COMMERCIAL BANCGROUP INC COM Financial Services 7.0 $182.0 NEW $26.00 +7.7%
4066 FLXS FLEXSTEEL INDS INC COM Consumer Cyclical 4.0 $180.0 $45.00 +18.2%
4067 STXS STEREOTAXIS INC COM NEW Healthcare 98.0 $180.0 -2K -94.6% $1.84 -5.8%
4068 MPAA MOTORCAR PTS AMER INC COM Consumer Cyclical 16.0 $177.0 NEW $11.06 -5.4%
4069 JCAP JEFFERSON CAPITAL INC COM Financial Services 9.0 $173.0 -36.0 -80.0% $19.22 -9.7%
4070 POWW OUTDOOR HOLDING CO COM Industrials 86.0 $173.0 NEW $2.01 -1.1%
4071 NORTHPOINTE BANCSHARES INC COM SHS 10.0 $173.0 NEW $17.30
4072 WLFC WILLIS LEASE FIN CORP COM Industrials 1.0 $170.0 NEW $170.00 +3.9%
4073 RR RICHTECH ROBOTICS INC CL B Industrials 80.0 $167.0 -908.0 -91.9% $2.09 +21.2%
4074 TASK TASKUS INC CLASS A COM Technology 24.0 $161.0 -20.0 -45.5% $6.71 -16.5%
4075 DSGR DISTRIBUTION SOLUTIONS GRP INC COM Industrials 6.0 $157.0 $26.17 +3.1%
4076 GCBC GREENE CNTY BANCORP INC COM Financial Services 7.0 $157.0 $22.43 +10.6%
4077 TRTX TPG RE FIN TR INC COM Real Estate 20.0 $156.0 -53.0 -72.6% $7.80 +5.5%
4078 EVC ENTRAVISION COMMUNICATIONS CP CL A Communication Services 49.0 $146.0 NEW $2.98 +168.5%
4079 WOOD ISHARES TR GL TIMB FORE ETF 2.0 $142.0 $71.00 -9.0%
4080 LUMINE GROUP INC SUB VTG SHS 9.0 $142.0 $15.78
Page 204 of 206  ·  4,110 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%