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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 58 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 GOVT ISHARES TR US TREAS BD ETF 10,336.0 $235K 0.01% +5K +107.0% $22.78 -1.4%
1142 BOKF BOK FINL CORP COM NEW Financial Services 1,694.0 $235K 0.01% +38.0 +2.3% $138.88 +1.1%
1143 AGCO AGCO CORP COM Industrials 1,963.0 $235K 0.01% +94.0 +5.0% $119.70 -10.8%
1144 HON HAI PRECISION INDS LTD SP GDS REG S NEW 14,659.0 $235K 0.01% -529.0 -3.5% $16.02
1145 CHEF CHEFS WHSE INC COM Consumer Defensive 2,444.0 $235K 0.01% -28.0 -1.1% $96.10 +15.1%
1146 THO THOR INDS INC COM Consumer Cyclical 3,119.0 $234K 0.01% -357.0 -10.3% $75.16 +5.8%
1147 VLYPN VALLEY NATL BANCORP COM 15,999.0 $234K 0.01% +863.0 +5.7% $14.65
1148 IT GARTNER INC COM Technology 1,807.0 $234K 0.01% -3K -59.5% $129.62 +51.1%
1149 SLG SL GREEN RLTY CORP COM Real Estate 4,520.0 $234K 0.01% +725.0 +19.1% $51.77 +11.0%
1150 ALFA LAVAL AB SWEDEN ADR 3,931.0 $234K 0.01% +192.0 +5.1% $59.50
1151 EIG EMPLOYERS HLDGS INC COM Financial Services 4,628.0 $234K 0.01% +2K +73.1% $50.48 -4.6%
1152 LQDT LIQUIDITY SVCS INC COM Consumer Cyclical 5,957.0 $233K 0.01% +306.0 +5.4% $39.12 +10.6%
1153 XLSR SSGA ACTIVE TR STATE STREET US 3,589.0 $233K 0.01% $64.86 +2.0%
1154 DANSKE BK AS ADR 8,660.0 $233K 0.01% +1K +15.7% $26.87
1155 MRTN MARTEN TRANS LTD COM Industrials 13,388.0 $232K 0.01% +3K +28.6% $17.35 -13.9%
1156 CAVA CAVA GROUP INC COM Consumer Cyclical 2,954.0 $232K 0.01% -91.0 -3.0% $78.48 -6.2%
1157 EGP EASTGROUP PPTYS INC COM Real Estate 1,144.0 $232K 0.01% +206.0 +22.0% $202.53 -0.8%
1158 NVR NVR INC COM Consumer Cyclical 34.0 $232K 0.01% -1.0 -2.9% $6813.41 -6.7%
1159 SKM SK TELECOM CO LTD SPONSORED ADR Communication Services 7,202.0 $232K 0.01% +2K +26.9% $32.16 +25.3%
1160 NEU NEWMARKET CORP COM Basic Materials 292.0 $231K 0.01% +56.0 +23.7% $791.24 +18.5%
Page 58 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 35.6%
Financial Services 13.0%
Industrials 10.7%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 6.2%
Consumer Defensive 4.9%
Energy 3.8%
Utilities 3.1%
Basic Materials 2.0%