Titelia

Holdings of Gotham Absolute Return Fund

FundVantage Trust · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 940.1M $ in equities, 87.6 %
Positions
642 in 11 countries
Top ten
11.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301LKQ Corp 32,434952.6K $0.09 %
302CH Robinson Worldwide Inc 5,725950.8K $0.09 %
303Fresh Del Monte Produce Inc 23,457944.4K $0.09 %
304Dillard's Inc 1,640938.3K $0.09 %
305AppLovin Corp 2,356937.7K $0.09 %
306UFP Technologies Inc 4,840937K $0.09 %
307Antero Midstream Corp 41,095937K $0.09 %
308Bright Horizons Family Solutions Inc 11,408936.9K $0.09 %
309A O Smith Corp 14,174934.6K $0.09 %
310J & J Snack Foods Corp 11,686926.3K $0.09 %
311Strategic Education Inc 11,108921.5K $0.09 %
312EchoStar Corp 7,810914.3K $0.09 %
313Moody's Corp 2,055896.5K $0.08 %
314Stantec Inc 10,204881.6K $0.08 %
315Veracyte Inc 27,321880K $0.08 %
316Qorvo Inc 11,334877.3K $0.08 %
317Arista Networks Inc 7,139876.5K $0.08 %
318ANI Pharmaceuticals Inc 11,385875.5K $0.08 %
319Church & Dwight Co Inc 9,341871.7K $0.08 %
320Cognizant Technology Solutions Corp. 14,204871.4K $0.08 %
321DHT Holdings Inc 47,326864.6K $0.08 %
322Hasbro Inc 9,219862.9K $0.08 %
323FactSet Research Systems Inc 3,950857.1K $0.08 %
324Allegiant Travel Co 10,477849.1K $0.08 %
325Privia Health Group Inc 40,945842.2K $0.08 %
326Biogen Inc 4,570837.8K $0.08 %
327Aurinia Pharmaceuticals Inc 56,313834.6K $0.08 %
328Cirrus Logic Inc 5,741830.3K $0.08 %
329Perdoceo Education Corp 22,296829.6K $0.08 %
330Leggett & Platt Inc 83,349823.5K $0.08 %
331Haemonetics Corp 14,584822K $0.08 %
332Capri Holdings Ltd 46,558820.4K $0.08 %
333Amrize Ltd 14,571816.3K $0.08 %
334Regal Rexnord Corp 4,356815.7K $0.08 %
335Collegium Pharmaceutical Inc 24,356805.5K $0.08 %
336Diebold Nixdorf Inc 10,648803.3K $0.07 %
337Southern Copper Corp 4,616794.2K $0.07 %
338Devon Energy Corp 15,776793.8K $0.07 %
339Colgate-Palmolive Co 9,304793K $0.07 %
340Blackrock Inc 818786.7K $0.07 %
341Freshpet Inc 13,338786.4K $0.07 %
342Align Technology Inc 4,579785K $0.07 %
343Ichor Holdings Ltd 16,810783.5K $0.07 %
344Valaris Ltd 7,954779.8K $0.07 %
345Element Solutions Inc 22,720775.7K $0.07 %
346Wolverine World Wide Inc 47,055767.9K $0.07 %
347Box Inc 32,458767.3K $0.07 %
348Polaris Inc 14,024764.3K $0.07 %
349Pentair PLC 8,729760.4K $0.07 %
350Astronics Corp 11,372758.9K $0.07 %
351PPG Industries Inc 7,085757.2K $0.07 %
352Omnicom Group Inc 10,017754.4K $0.07 %
353Simpson Manufacturing Co Inc 4,392753.8K $0.07 %
354BlackBerry Ltd 229,903744.9K $0.07 %
355Motorola Solutions Inc 1,715744.3K $0.07 %
356Trimble Inc 11,255734.2K $0.07 %
357Robert Half Inc 28,881733.6K $0.07 %
358Sonos Inc 54,511730.4K $0.07 %
359Illinois Tool Works Inc 2,777722.8K $0.07 %
360Abbott Laboratories 6,885706.9K $0.07 %
361Willdan Group Inc 9,183703.1K $0.07 %
362Magna International Inc 12,591702.7K $0.07 %
363BRP Inc 9,750700.1K $0.07 %
364Teledyne Technologies Inc 1,154698.2K $0.07 %
365Sun Country Airlines Holdings Inc 42,115695.7K $0.06 %
366Blackbaud Inc 17,935692.5K $0.06 %
367CONMED Corp 19,523690.3K $0.06 %
368Circle Internet Group Inc 7,230689.8K $0.06 %
369Franklin Resources Inc 29,042686K $0.06 %
370CRA International Inc 4,233685.2K $0.06 %
371KBR Inc 18,589685.2K $0.06 %
372Ralph Lauren Corp 1,963675.3K $0.06 %
373CareDx Inc 38,782673.3K $0.06 %
374Fox Corp 11,494671.2K $0.06 %
375Dropbox Inc 29,078660.7K $0.06 %
376Campbell's Company/The 29,633659.9K $0.06 %
377StandardAero Inc 25,473658K $0.06 %
378Molson Coors Beverage Co 15,235656K $0.06 %
379Calix Inc 13,363654.7K $0.06 %
380Archer-Daniels-Midland Co 8,972652.2K $0.06 %
381Cloudflare Inc 3,126645K $0.06 %
382Corpay Inc 2,214644.3K $0.06 %
383AutoZone Inc 190641.8K $0.06 %
384Boot Barn Holdings Inc 4,354637.3K $0.06 %
385Ross Stores Inc 2,918632.1K $0.06 %
386Agnico Eagle Mines Ltd 3,105630.3K $0.06 %
387Yelp Inc 25,237624.4K $0.06 %
388Cargurus Inc 18,303623.2K $0.06 %
389Gates Industrial Corp PLC 27,437620.4K $0.06 %
390Moog Inc 2,089611.3K $0.06 %
391HealthEquity Inc 7,274607.9K $0.06 %
392BioCryst Pharmaceuticals Inc 63,750606.9K $0.06 %
393Monster Beverage Corp 8,315602.5K $0.06 %
394Ingevity Corp 8,429600.4K $0.06 %
395Universal Health Services Inc 3,348599.2K $0.06 %
396Five Below Inc 2,583590.2K $0.06 %
397Adaptive Biotechnologies Corp 42,323587.4K $0.05 %
398Hallador Energy Co 35,917584.7K $0.05 %
399Dexcom Inc 9,255581.2K $0.05 %
400SharkNinja Inc 5,474579.7K $0.05 %

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Sector breakdown

  • Technology 21.6 %
  • Health care 8.6 %
  • Industrials 8.3 %
  • Consumer discretionary 7.0 %
  • Communication 5.2 %
  • Consumer staples 4.2 %
  • Energy 4.1 %
  • Financials 2.8 %
  • Materials 2.0 %
  • Utilities 1.5 %
  • Unattributed 34.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 95.2 %
  • Canada 2.6 %
  • Ireland 0.4 %
  • Cayman Islands 0.4 %
  • Bermuda 0.4 %
  • Netherlands 0.3 %
  • United Kingdom 0.3 %
  • Luxembourg 0.1 %
  • Marshall Islands 0.1 %
  • British Virgin Islands 0.1 %
  • Switzerland 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States594895.5M $95.25 %
2Canada2824.1M $2.56 %
3Ireland23.7M $0.40 %
4Cayman Islands53.5M $0.37 %
5Bermuda53.5M $0.37 %
6Netherlands13.2M $0.34 %
7United Kingdom22.7M $0.29 %
8Luxembourg11.2M $0.13 %
9Marshall Islands21.1M $0.12 %
10British Virgin Islands1820.4K $0.09 %
11Switzerland1816.3K $0.09 %
Cite this page

Titelia. "Holdings of Gotham Absolute Return Fund". https://titelia.com/en/funds/S000038174