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
501Toro Co/The 3,376315.5K $0.03 %
502Oil States International Inc 27,000314.3K $0.03 %
503Cheniere Energy Inc 1,080306.5K $0.03 %
504Brink's Co/The 2,935304.2K $0.03 %
505Algonquin Power & Utilities Corp 48,830299.8K $0.03 %
506Sezzle Inc 4,734299.6K $0.03 %
507Ball Corp 5,027297.1K $0.03 %
508Brinker International Inc 2,056293.5K $0.03 %
509Under Armour Inc 50,367291.6K $0.03 %
510V2X Inc 4,200287.7K $0.03 %
511Figs Inc 19,476287.7K $0.03 %
512BJ's Restaurants Inc 8,181287.2K $0.03 %
513Great Lakes Dredge & Dock Corp 16,811285.8K $0.03 %
514Winnebago Industries Inc 9,008279.2K $0.03 %
515Coeur Mining Inc 14,718276.3K $0.03 %
516Montrose Environmental Group Inc 12,439272.3K $0.03 %
517Comfort Systems USA Inc 197271.7K $0.03 %
518Schrodinger Inc/United States 22,682257.7K $0.02 %
519Americas Gold & Silver Corp 48,975255.6K $0.02 %
520Dorian LPG Ltd 7,443254.6K $0.02 %
521TriMas Corp 7,025252.5K $0.02 %
522McCormick & Co Inc/MD 4,922248.3K $0.02 %
523Viasat Inc 5,371246K $0.02 %
524CGI Inc 3,358245.5K $0.02 %
525MongoDB Inc 978239.4K $0.02 %
526AnaptysBio Inc 4,250235.7K $0.02 %
527UL Solutions Inc 2,744235.2K $0.02 %
528FormFactor Inc 2,419234.6K $0.02 %
529RPM International Inc 2,359234.5K $0.02 %
530Merit Medical Systems Inc 3,375232.6K $0.02 %
531Visteon Corp 2,545231.9K $0.02 %
532Donnelley Financial Solutions Inc 4,869229.5K $0.02 %
533Frontdoor Inc 4,335229.1K $0.02 %
534GPGI INC 13,396229.1K $0.02 %
535Labcorp Holdings Inc 839223.9K $0.02 %
536Gap Inc/The 9,208222.8K $0.02 %
537Conagra Brands Inc 14,130222.1K $0.02 %
538American Eagle Outfitters Inc 13,050217.9K $0.02 %
539Wynn Resorts Ltd 2,125215.8K $0.02 %
540Sotera Health Co 14,647210K $0.02 %
541Carvana Co 655205.9K $0.02 %
542Daktronics Inc 10,514205.5K $0.02 %
543MGM Resorts International 5,531204.7K $0.02 %
544Hudbay Minerals Inc 9,743203.6K $0.02 %
545Reynolds Consumer Products Inc 9,158194K $0.02 %
546Reddit Inc 1,433193K $0.02 %
547Ingram Micro Holding Corp 8,184190.8K $0.02 %
548UniFirst Corp/MA 746187.7K $0.02 %
549InterDigital Inc 620187.2K $0.02 %
550Harley-Davidson Inc 9,246187K $0.02 %
551Soleno Therapeutics Inc 5,535185.3K $0.02 %
552First Advantage Corp 15,710184.7K $0.02 %
553Eversource Energy 2,654183.9K $0.02 %
554Tango Therapeutics Inc 8,551178.9K $0.02 %
555Aura Minerals Inc 2,161176.3K $0.02 %
556Knowles Corp 6,811174.9K $0.02 %
557ePlus Inc 2,313174.1K $0.02 %
558Terns Pharmaceuticals Inc 3,289173.4K $0.02 %
559Open Text Corp 7,779173K $0.02 %
560AECOM 2,033172.4K $0.02 %
561Carnival Corp 6,552169.6K $0.02 %
562Insulet Corp 802168.3K $0.02 %
563Green Plains Inc 10,079165.8K $0.02 %
564Chewy Inc 6,115165.1K $0.02 %
565Douglas Dynamics Inc 3,844161.8K $0.02 %
566Yext Inc 42,017161.3K $0.02 %
567Relay Therapeutics Inc 16,025159.4K $0.01 %
568CCC Intelligent Solutions Holdings Inc 25,832155K $0.01 %
569AvePoint Inc 15,829150.5K $0.01 %
570Cabot Corp 1,986149.6K $0.01 %
571American Water Works Co Inc 1,075146.3K $0.01 %
572United States Lime & Minerals Inc 1,067139.4K $0.01 %
573Heartland Express Inc 12,158126.4K $0.01 %
574Best Buy Co Inc 1,912122.8K $0.01 %
575LivaNova PLC 1,826116.1K $0.01 %
576Mueller Water Products Inc 3,999109.9K $0.01 %
577GFL Environmental Inc 2,558106.7K $0.01 %
578Carlisle Cos Inc 313104.4K $0.01 %
579CVR Energy Inc 3,089103.9K $0.01 %
580Generac Holdings Inc 519101.4K $0.01 %
581Teradyne Inc 338100.2K $0.01 %
582Amneal Pharmaceuticals Inc 8,055100.1K $0.01 %
583American Electric Power Co Inc 70392.1K $0.01 %
584Patrick Industries Inc 82491.5K $0.01 %
585Synopsys Inc 22187.6K $0.01 %
586Middleby Corp/The 63283.8K $0.01 %
587Amer Sports Inc 2,51782.9K $0.01 %
588Woodward Inc 22982K $0.01 %
589Exponent Inc 1,21279.1K $0.01 %
590Watts Water Technologies Inc 27178.7K $0.01 %
591Fastenal Co 1,66077K $0.01 %
592Spectrum Brands Holdings Inc 1,02475.5K $0.01 %
593Ouster Inc 4,02874K $0.01 %
594First Majestic Silver Corp 3,41273.3K $0.01 %
595Evergy Inc 84969.6K $0.01 %
596Delek US Holdings Inc 1,52668.8K $0.01 %
597L3Harris Technologies Inc 19868.3K $0.01 %
598Interface Inc 2,72067.8K $0.01 %
599Cheesecake Factory Inc/The 1,03656.7K $0.01 %
600ScanSource Inc 1,53055.5K $0.01 %

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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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

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 are computed on the fund's equities only.

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