
GOTHAM ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | OLED | 186K | $26.69M |
![]() | FTNT | 185K | $15.57M |
![]() | WSM | 185K | $36.08M |
![]() | WMS | 184K | $25.53M |
![]() | PEG | 184K | $15.35M |
![]() | MSM | 184K | $16.93M |
![]() | DG | 182K | $18.83M |
![]() | GOOG | 181K | $44.11M |
![]() | FRT | 181K | $18.30M |
![]() | LINE | 180K | $6.97M |
![]() | RRC | 180K | $6.78M |
![]() | CIEN | 179K | $26.09M |
![]() | L | 178K | $17.90M |
![]() | BAH | 178K | $17.80M |
![]() | WEC | 178K | $20.35M |
![]() | DLR | 176K | $30.47M |
![]() | ARE | 176K | $14.66M |
![]() | NTNX | 175K | $13.04M |
![]() | CL | 174K | $13.90M |
![]() | TSCO | 174K | $9.89M |

Universal Display Corporation
OLED
Shares Held
186K
Value
$26.69M

Fortinet, Inc.
FTNT
Shares Held
185K
Value
$15.57M

Williams-Sonoma, Inc.
WSM
Shares Held
185K
Value
$36.08M

Advanced Drainage Systems, Inc.
WMS
Shares Held
184K
Value
$25.53M

Public Service Enterprise Group Incorporated
PEG
Shares Held
184K
Value
$15.35M

MSC Industrial Direct Co., Inc.
MSM
Shares Held
184K
Value
$16.93M

Dollar General Corporation
DG
Shares Held
182K
Value
$18.83M

Alphabet Inc.
GOOG
Shares Held
181K
Value
$44.11M

Federal Realty Investment Trust
FRT
Shares Held
181K
Value
$18.30M

Lineage, Inc.
LINE
Shares Held
180K
Value
$6.97M

Range Resources Corporation
RRC
Shares Held
180K
Value
$6.78M

Ciena Corporation
CIEN
Shares Held
179K
Value
$26.09M

Loews Corporation
L
Shares Held
178K
Value
$17.90M

Booz Allen Hamilton Holding Corporation
BAH
Shares Held
178K
Value
$17.80M

WEC Energy Group, Inc.
WEC
Shares Held
178K
Value
$20.35M

Digital Realty Trust, Inc.
DLR
Shares Held
176K
Value
$30.47M

Alexandria Real Estate Equities, Inc.
ARE
Shares Held
176K
Value
$14.66M

Nutanix, Inc.
NTNX
Shares Held
175K
Value
$13.04M

Colgate-Palmolive Company
CL
Shares Held
174K
Value
$13.90M

Tractor Supply Company
TSCO
Shares Held
174K
Value
$9.89M
