Gotham Asset Management, LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$4.6B

Holdings

1,294

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,294 positions)

#StockSharesValue% PortfolioType
101
GISGENERAL MLS INC
107,049$8.2M0.18%
102
CPRTCOPART INC
89,072$8.1M0.18%
103
PAYXPAYCHEX INC
72,584$8.1M0.18%
104
KHCKRAFT HEINZ CO
226,131$8.0M0.17%
105
7HPHP INC
259,887$8.0M0.17%
106
OMCOMNICOM GROUP INC
83,480$7.9M0.17%
107
DHRDANAHER CORPORATION
33,026$7.9M0.17%
108
JPMJPMORGAN CHASE & CO
53,932$7.8M0.17%
109
VMWEURVMWARE INC
54,474$7.8M0.17%
110
OTISOTIS WORLDWIDE CORP
87,918$7.8M0.17%
111
AMGNAMGEN INC
35,202$7.8M0.17%
112
SIRIEURSIRIUS XM HOLDINGS INC
1,711,462$7.8M0.17%
113
CZRCAESARS ENTERTAINMENT INC NE
150,298$7.7M0.17%
114
ULTAULTA BEAUTY INC
16,126$7.6M0.17%
115
ZBRAZEBRA TECHNOLOGIES CORPORATI
25,471$7.5M0.16%
116
UNVREURUNIVAR SOLUTIONS INC
210,220$7.5M0.16%
117
ONON SEMICONDUCTOR CORP
79,102$7.5M0.16%
118
FBINFORTUNE BRANDS INNOVATIONS I
103,777$7.5M0.16%
119
EXPDEXPEDITORS INTL WASH INC
61,611$7.5M0.16%
120
FTNTFORTINET INC
98,685$7.5M0.16%
121
MSMMSC INDL DIRECT INC
78,022$7.4M0.16%
122
RSGREPUBLIC SVCS INC
48,407$7.4M0.16%
123
ABBVABBVIE INC
54,785$7.4M0.16%
124
TSLATESLA INC
28,089$7.4M0.16%
125
DVADAVITA INC
72,765$7.3M0.16%
126
PKGPACKAGING CORP AMER
55,135$7.3M0.16%
127
HWMHOWMET AEROSPACE INC
146,712$7.3M0.16%
128
YUMYUM BRANDS INC
52,466$7.3M0.16%
129
VMIVALMONT INDS INC
24,914$7.3M0.16%
130
VRSKVERISK ANALYTICS INC
31,921$7.2M0.16%
131
MCDMCDONALDS CORP
24,179$7.2M0.16%
132
HCAHCA HEALTHCARE INC
23,763$7.2M0.16%
133
HDHOME DEPOT INC
23,088$7.2M0.16%
134
NTAPNETAPP INC
93,803$7.2M0.16%
135
IRINGERSOLL RAND INC
109,625$7.2M0.16%
136
LULULULULEMON ATHLETICA INC
18,903$7.2M0.16%
137
OXYOCCIDENTAL PETE CORP
121,420$7.1M0.16%
138
KMXCARMAX INC
84,716$7.1M0.15%
139
REGNREGENERON PHARMACEUTICALS
9,853$7.1M0.15%
140
ETNEATON CORP PLC
35,198$7.1M0.15%
141
EQTEQT CORP
170,868$7.0M0.15%
142
MAMASTERCARD INCORPORATED
17,837$7.0M0.15%
143
HUBBHUBBELL INC
21,108$7.0M0.15%
144
BLDRBUILDERS FIRSTSOURCE INC
51,042$6.9M0.15%
145
BAXBAXTER INTL INC
151,766$6.9M0.15%
146
OGNORGANON & CO
328,362$6.8M0.15%
147
OPENOPENDOOR TECHNOLOGIES INC
1,686,785$6.8M0.15%
148
ITWILLINOIS TOOL WKS INC
26,897$6.7M0.15%
149
KLACKLA CORP
13,858$6.7M0.15%
150
UEOWESTLAKE CORPORATION
55,111$6.6M0.14%
151
8INSYNEOS HEALTH INC
156,179$6.6M0.14%
152
HSYHERSHEY CO
26,039$6.5M0.14%
153
AMEDAMEDISYS INC
71,106$6.5M0.14%
154
ADPAUTOMATIC DATA PROCESSING IN
29,566$6.5M0.14%
155
LOWLOWES COS INC
28,749$6.5M0.14%
156
LINLINDE PLC
17,018$6.5M0.14%
157
CTRACOTERRA ENERGY INC
256,021$6.5M0.14%
158
NDAQNASDAQ INC
129,880$6.5M0.14%
159
KELKELLOGG CO
95,442$6.4M0.14%
160
TJXTJX COS INC NEW
75,520$6.4M0.14%
161
LNTHLANTHEUS HLDGS INC
76,188$6.4M0.14%
162
CNXCCONCENTRIX CORP
78,555$6.3M0.14%
163
MASMASCO CORP
110,127$6.3M0.14%
164
ZBHZIMMER BIOMET HOLDINGS INC
43,399$6.3M0.14%
165
BKNGBOOKING HOLDINGS INC
2,328$6.3M0.14%
166
AFLAFLAC INC
89,853$6.3M0.14%
167
UTHUNITED THERAPEUTICS CORP DEL
28,261$6.2M0.14%
168
NVTNVENT ELECTRIC PLC
120,305$6.2M0.14%
169
DECKDECKERS OUTDOOR CORP
11,699$6.2M0.13%
170
SAICSCIENCE APPLICATIONS INTL CO
54,841$6.2M0.13%
171
APHAMPHENOL CORP NEW
72,533$6.2M0.13%
172
AMEAMETEK INC
37,998$6.2M0.13%
173
VYXNCR CORP NEW
243,396$6.1M0.13%
174
EMREMERSON ELEC CO
67,753$6.1M0.13%
175
ARRYARRAY TECHNOLOGIES INC
270,010$6.1M0.13%
176
TXTTEXTRON INC
89,819$6.1M0.13%
177
AJGGALLAGHER ARTHUR J & CO
27,624$6.1M0.13%
178
WMSADVANCED DRAIN SYS INC DEL
53,308$6.1M0.13%
179
EDCONSOLIDATED EDISON INC
67,054$6.1M0.13%
180
TDYTELEDYNE TECHNOLOGIES INC
14,706$6.0M0.13%
181
CDNSCADENCE DESIGN SYSTEM INC
25,640$6.0M0.13%
182
JPSTJ P MORGAN EXCHANGE TRADED F
119,871$6.0M0.13%
183
DELLDELL TECHNOLOGIES INC
110,466$6.0M0.13%
184
FOXAFOX CORP
175,660$6.0M0.13%
185
ESSESSEX PPTY TR INC
25,460$6.0M0.13%
186
DVNDEVON ENERGY CORP NEW
123,280$6.0M0.13%
187
AIZASSURANT INC
47,342$6.0M0.13%
188
SPLKCHFSPLUNK INC
56,016$5.9M0.13%
189
EXREXTRA SPACE STORAGE INC
39,317$5.9M0.13%
190
CHTRCHARTER COMMUNICATIONS INC N
15,854$5.8M0.13%
191
TMUST-MOBILE US INC
41,844$5.8M0.13%
192
NFGNATIONAL FUEL GAS CO
112,784$5.8M0.13%
193
UNHUNITEDHEALTH GROUP INC
12,044$5.8M0.13%
194
SNASNAP ON INC
20,038$5.8M0.13%
195
BLKCHFBLACKROCK INC
8,314$5.7M0.12%
196
HUMHUMANA INC
12,834$5.7M0.12%
197
CRWDCROWDSTRIKE HLDGS INC
38,954$5.7M0.12%
198
CPBCAMPBELL SOUP CO
124,664$5.7M0.12%
199
LSTRLANDSTAR SYS INC
29,584$5.7M0.12%
200
PIIPOLARIS INC
46,925$5.7M0.12%
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