Stock Taper 
GOTHAM ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Clorox Company | CLX | 64.24K | $6.13M |
 Talos Energy Inc. | TALO | 64.38K | $831.08K |
 Eaton Corporation plc | ETN | 64.75K | $27.59M |
 Waters Corporation | WAT | 65.44K | $24.54M |
 Blackbaud, Inc. | BLKB | 65.56K | $1.94M |
 Parsons Corporation | PSN | 65.78K | $3.45M |
 Teledyne Technologies Incorporated | TDY | 66.05K | $44.05M |
 CrowdStrike Holdings, Inc. | CRWD | 66.97K | $51.11M |
 Compass Minerals International, Inc. | CMP | 67.06K | $2.09M |
 Equifax Inc. | EFX | 67.26K | $10.68M |
 Cloudflare, Inc. | NET | 67.3K | $16.51M |
 Antero Resources Corporation | AR | 67.32K | $2.37M |
 Loar Holdings Inc. | LOAR | 67.77K | $5.46M |
 Revvity, Inc. | RVTY | 68.59K | $7.63M |
 Kennametal Inc. | KMT | 68.92K | $2.42M |
 Noble Corporation Plc | NE | 69.06K | $2.58M |
 Okta, Inc. | OKTA | 69.75K | $9.52M |
 First Solar, Inc. | FSLR | 70.18K | $16.56M |
 Eagle Materials Inc. | EXP | 71.05K | $15.99M |
 Bio-Techne Corporation | TECH | 71.17K | $5.03M |