Stock Taper 
GOTHAM ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Titan America S.A. | TTAM | 17.86K | $333.21K |
 Deluxe Corporation | DLX | 17.87K | $426.74K |
 Nabors Industries Ltd. | NBR | 17.91K | $1.5M |
 White Mountains Insurance Group, Ltd. | WTM | 17.94K | $37.2M |
 Everest Group, Ltd. | EG | 17.95K | $6.41M |
 SPS Commerce, Inc. | SPSC | 18.01K | $1.03M |
 Ormat Technologies, Inc. | ORA | 18.04K | $1.96M |
 Knife River Corporation | KNF | 18.11K | $1.51M |
 Energy Transfer LP | ET | 18.25K | $348.92K |
 MGIC Investment Corporation | MTG | 18.46K | $520.49K |
 MongoDB, Inc. | MDB | 18.5K | $6.21M |
 Protagonist Therapeutics, Inc. | PTGX | 18.66K | $2.29M |
 Robinhood Markets, Inc. | HOOD | 18.68K | $1.87M |
 Ziff Davis, Inc. | ZD | 18.7K | $979.53K |
 Compass, Inc. | COMP | 18.72K | $230.81K |
 Ichor Holdings, Ltd. | ICHR | 18.92K | $2.12M |
 Procore Technologies, Inc. | PCOR | 18.97K | $770.48K |
 Vertex Pharmaceuticals Incorporated | VRTX | 18.99K | $9.43M |
 ServiceTitan, Inc. | TTAN | 19.01K | $1.34M |
 Arcutis Biotherapeutics, Inc. | ARQT | 19.03K | $499.02K |