
GOTHAM ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ROK | 86K | $29.91M |
![]() | CWK | 86K | $1.36M |
![]() | CRWD | 85K | $41.83M |
![]() | WCC | 85K | $17.94M |
![]() | EXR | 84K | $11.90M |
![]() | REGN | 84K | $47.36M |
![]() | HXL | 84K | $5.26M |
![]() | IRM | 84K | $8.56M |
![]() | CI | 84K | $24.09M |
![]() | PFGC | 84K | $8.69M |
![]() | PENG | 83K | $2.19M |
![]() | DRI | 83K | $15.83M |
![]() | GRPN | 83K | $1.94M |
![]() | OKTA | 83K | $7.61M |
![]() | GFS | 83K | $2.98M |
![]() | NET | 83K | $17.77M |
![]() | VVV | 83K | $2.97M |
![]() | AON | 83K | $29.45M |
![]() | TGNA | 82K | $1.66M |
![]() | APP | 82K | $58.71M |

Rockwell Automation, Inc.
ROK
Shares Held
86K
Value
$29.91M

Cushman & Wakefield plc
CWK
Shares Held
86K
Value
$1.36M

CrowdStrike Holdings, Inc.
CRWD
Shares Held
85K
Value
$41.83M

WESCO International, Inc.
WCC
Shares Held
85K
Value
$17.94M

Extra Space Storage Inc.
EXR
Shares Held
84K
Value
$11.90M

Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
84K
Value
$47.36M

Hexcel Corporation
HXL
Shares Held
84K
Value
$5.26M

Iron Mountain Incorporated
IRM
Shares Held
84K
Value
$8.56M

Cigna Corporation
CI
Shares Held
84K
Value
$24.09M

Performance Food Group Company
PFGC
Shares Held
84K
Value
$8.69M

Penguin Solutions, Inc.
PENG
Shares Held
83K
Value
$2.19M

Darden Restaurants, Inc.
DRI
Shares Held
83K
Value
$15.83M

Groupon, Inc.
GRPN
Shares Held
83K
Value
$1.94M

Okta, Inc.
OKTA
Shares Held
83K
Value
$7.61M

GLOBALFOUNDRIES Inc.
GFS
Shares Held
83K
Value
$2.98M

Cloudflare, Inc.
NET
Shares Held
83K
Value
$17.77M

Valvoline Inc.
VVV
Shares Held
83K
Value
$2.97M

Aon plc
AON
Shares Held
83K
Value
$29.45M

TEGNA Inc.
TGNA
Shares Held
82K
Value
$1.66M

AppLovin Corporation
APP
Shares Held
82K
Value
$58.71M
