Gotham Asset Management, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$27.4B

Holdings

1,719

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,719 positions)

StockValue
LUNRINTUITIVE MACHINES INC
$32.0M
VRTVERTIV HOLDINGS CO
$32.0M
TDYTELEDYNE TECHNOLOGIES INC
$32.0M
GDDYGODADDY INC
$32.0M
VLOVALERO ENERGY CORP
$32.0M
AAALCOA CORP
$32.0M
NDAQNASDAQ INC
$32.0M
DECKDECKERS OUTDOOR CORP
$31.0M
IFFINTERNATIONAL FLAVORS&FRAGRA
$31.0M
ASAMER SPORTS INC
$31.0M
LECOLINCOLN ELEC HLDGS INC
$31.0M
T7DTRANSDIGM GROUP INC
$31.0M
PGRPROGRESSIVE CORP
$31.0M
ADIANALOG DEVICES INC
$31.0M
USFDUS FOODS HLDG CORP
$31.0M
AXSAXIS CAP HLDGS LTD
$31.0M
WELLWELLTOWER INC
$31.0M
CAGCONAGRA BRANDS INC
$31.0M
ONTOONTO INNOVATION INC
$31.0M
EX9EXELIXIS INC
$31.0M
CIENCIENA CORP
$31.0M
BDXBECTON DICKINSON & CO
$31.0M
HALHALLIBURTON CO
$30.0M
FFORD MTR CO
$30.0M
XOMEXXON MOBIL CORP
$30.0M
NVSTENVISTA HOLDINGS CORPORATION
$30.0M
TAPMOLSON COORS BEVERAGE CO
$30.0M
AVBAVALONBAY CMNTYS INC
$30.0M
KMBKIMBERLY-CLARK CORP
$30.0M
CNPCENTERPOINT ENERGY INC
$30.0M
VLTOVERALTO CORP
$30.0M
RRYDER SYS INC
$30.0M
DTEDTE ENERGY CO
$29.0M
FISVFISERV INC
$29.0M
HALOHALOZYME THERAPEUTICS INC
$29.0M
EMREMERSON ELEC CO
$29.0M
ACIALBERTSONS COS INC
$29.0M
BWXTBWX TECHNOLOGIES INC
$29.0M
ROPROPER TECHNOLOGIES INC
$29.0M
STZCONSTELLATION BRANDS INC
$29.0M
AONAON PLC
$28.0M
NXSTNEXSTAR MEDIA GROUP INC
$28.0M
PPCPILGRIMS PRIDE CORP
$28.0M
PYPLPAYPAL HLDGS INC
$28.0M
CBCHUBB LIMITED
$28.0M
STSENSATA TECHNOLOGIES HLDG PL
$28.0M
MDTMEDTRONIC PLC
$28.0M
CRSCARPENTER TECHNOLOGY CORP
$28.0M
GNRCGENERAC HLDGS INC
$28.0M
JPSTJ P MORGAN EXCHANGE TRADED F
$28.0M
FERGFERGUSON ENTERPRISES INC
$28.0M
DCIDONALDSON INC
$28.0M
UPSUNITED PARCEL SERVICE INC
$28.0M
MSGSMADISON SQUARE GRDN SPRT COR
$27.0M
TERTERADYNE INC
$27.0M
CRUSCIRRUS LOGIC INC
$27.0M
HHHHOWARD HUGHES HOLDINGS INC
$27.0M
DDDUPONT DE NEMOURS INC
$27.0M
BNDVANGUARD BD INDEX FDS
$27.0M
ACWIISHARES TR
$27.0M
ALAIR LEASE CORP
$27.0M
KRKROGER CO
$26.0M
ADCAGREE RLTY CORP
$26.0M
7HPHP INC
$26.0M
WATWATERS CORP
$26.0M
PAHUSDELEMENT SOLUTIONS INC
$26.0M
JBHTHUNT J B TRANS SVCS INC
$26.0M
NSCNORFOLK SOUTHN CORP
$26.0M
ADMARCHER DANIELS MIDLAND CO
$26.0M
PLDPROLOGIS INC.
$26.0M
CRMSALESFORCE INC
$26.0M
CLHCLEAN HARBORS INC
$26.0M
GISGENERAL MLS INC
$26.0M
RGAREINSURANCE GRP OF AMERICA I
$26.0M
RTXRTX CORPORATION
$26.0M
TKRTIMKEN CO
$26.0M
BCBRUNSWICK CORP
$26.0M
UIUBIQUITI INC
$25.0M
ALLEALLEGION PLC
$25.0M
DDOGDATADOG INC
$25.0M
CBOECBOE GLOBAL MKTS INC
$25.0M
VMIVALMONT INDS INC
$25.0M
ADPAUTOMATIC DATA PROCESSING IN
$25.0M
ACNACCENTURE PLC IRELAND
$25.0M
AMHAMERICAN HOMES 4 RENT
$25.0M
CCLCARNIVAL CORP
$25.0M
AMDADVANCED MICRO DEVICES INC
$25.0M
SLBSLB LIMITED
$25.0M
MASMASCO CORP
$25.0M
W3UWESTERN UN CO
$25.0M
VEAVANGUARD TAX-MANAGED FDS
$25.0M
BBWIBATH & BODY WORKS INC
$25.0M
VICIVICI PPTYS INC
$25.0M
SWSMURFIT WESTROCK PLC
$25.0M
CHECHEMED CORP NEW
$25.0M
APTVAPTIV PLC
$25.0M
COHRCOHERENT CORP
$25.0M
FLSFLOWSERVE CORP
$24.0M
RALRALLIANT CORP
$24.0M
CMCSACOMCAST CORP NEW
$24.0M
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