Gabelli
Our archive holds 7 letters from Gabelli, behind 17 investment theses and positions in 62 companies. Every quote below is copied verbatim from the letter it came from.
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5 strategies
Gabelli publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.
- Gabelli 2026 FIFA World Cup Overview & Investment Opportunities1
Global Opportunistic
- Gabelli Funds Open-End Funds1
39 companies
- Gabelli Funds Shareholder Commentary: Open-End Funds1
52 companies
- Gabelli Global Growth1
Global Growth
- Gabelli on Global Cement Industry1
Global
Also filed under Gabelli Funds.
What they bought and sold · 17 moves
- June 2026
Listed in Gabelli’s reported holdings.
Read the letter - ExitedWaste Connections Inc.June 2026
“We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.”
Read the letter - ExitedMünchener Rückversicherungs-Gesellschaft AGJune 2026
“We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.”
Read the letter - AddedL'Oréal S.A.June 2026
Listed in Gabelli’s reported holdings.
Read the letter - ExitedBoston Scientific Corp.June 2026
“We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.”
Read the letter - TrimmedGE Vernova Inc.June 2026
“Our largest position decreases in the quarter were GE Vernova Inc. (4.4%) and GE Aerospace (3.0%).”
Read the letter - TrimmedGE AerospaceJune 2026
“Our largest position decreases in the quarter were GE Vernova Inc. (4.4%) and GE Aerospace (3.0%).”
Read the letter - ExitedIntuit Inc.June 2026
“We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.”
Read the letter - New positionMicron Technology Inc.June 2026
Listed in Gabelli’s reported holdings.
Read the letter - New positionMitsubishi Heavy Industries Ltd.June 2026
Listed in Gabelli’s reported holdings.
Read the letter - AddedFanuc Corp.June 2026
Listed in Gabelli’s reported holdings.
Read the letter - AddedRheinmetall AGJune 2026
Listed in Gabelli’s reported holdings.
Read the letter - AddedSaab ABJune 2026
Listed in Gabelli’s reported holdings.
Read the letter - TrimmedT-Mobile US Inc.June 2026
Listed in Gabelli’s reported holdings.
Read the letter - New positionAdvanced Micro Devices Inc.June 2026
Listed in Gabelli’s reported holdings.
Read the letter - ExitedServiceNow Inc.June 2026
“We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.”
Read the letter - AddedSaab ABJune 2026
Listed in Gabelli’s reported holdings.
Read the letter
Companies held · 62
Every company Gabelli has disclosed a position in across our archive, with the letter that last mentioned it.
- Advanced Micro Devices Inc.Jun 2026
- Alphabet Inc.Jun 2026
- Anterix Inc.Jun 2026
- AT&T Inc.Jun 2026
- Atlanta Braves Holdings Inc.Jun 2026
- ATN International Inc.Jun 2026
- Bank of New York Mellon Corp.Jun 2026
- Berkshire Hathaway Inc.Jun 2026
- Berkshire Hathaway Inc.Jun 2026
- Blackstone Mortgage Trust Inc.Jun 2026
- Boston Scientific Corp.Jun 2026
- Caterpillar Inc.Jun 2026
- Crane Co.Jun 2026
- Dana Inc.Jun 2026
- Deere & Co.Jun 2026
- Deutsche Telekom AGJun 2026
- DigitalBridge Group Inc.Jun 2026
- Energy Transfer LPJun 2026
- Enterprise Products Partners LPJun 2026
- Entravision Communications Corp.Jun 2026
- Fanuc Corp.Jun 2026
- Franklin BSP Realty Trust Inc.Jun 2026
- GE AerospaceJun 2026
- GE Vernova Inc.Jun 2026
- Genuine Parts Co.Jun 2026
- Gorman-Rupp Co.Jun 2026
- Graco Inc.Jun 2026
- Herc Holdings Inc.Jun 2026
- Intuit Inc.Jun 2026
- Intuitive Surgical Inc.Jun 2026
- Kinder Morgan Inc.Jun 2026
- L'Oréal S.A.Jun 2026
- Loomis ABJun 2026
- Madison Square Garden Sports Corp.Jun 2026
- Manchester United plcJun 2026
- Micron Technology Inc.Jun 2026
- Mitsubishi Heavy Industries Ltd.Jun 2026
- Monro Inc.Jun 2026
- Münchener Rückversicherungs-Gesellschaft AGJun 2026
- Myers Industries Inc.Jun 2026
- Netflix Inc.Jun 2026
- Niagen Bioscience Inc.Jun 2026
- Park-Ohio Holdings Corp.Jun 2026
- Rheinmetall AGJun 2026
- Rogers Communications Inc.Jun 2026
- Rolls-Royce Holdings plcJun 2026
- RPC Inc.Jun 2026
- Saab ABJun 2026
- Samsung Electronics Co. Ltd.Jun 2026
- ServiceNow Inc.Jun 2026
- SoftBank Group Corp.Jun 2026
- Sony Group Corp.Jun 2026
- Sony Group Corp.Jun 2026
- Spotify Technology S.A.Jun 2026
- T-Mobile US Inc.Jun 2026
- Texas Instruments Inc.Jun 2026
- The E.W. Scripps Co.Jun 2026
- Tristel plcJun 2026
- VICI Properties Inc.Jun 2026
- Waste Connections Inc.Jun 2026
- Watts Water Technologies Inc.Jun 2026
- XPLR Infrastructure LPJun 2026
Theses · 17
- December 2025
National Fuel Gas is a utility and E&P company with valuable Appalachian gas reserves, free cash flow, and PMV upside.
Read the full thesis - December 2025
Albany International combines mature paper-related assets with high-growth aerospace composites and potential value-unlocking separation.
Read the full thesis - December 2025
AMETEK is a global industrial technology company focused on operational excellence, innovation, expansion, and acquisitions.
Read the full thesis - December 2025
Globus Medical is a fast-growing musculoskeletal company with technology-driven innovation in orthopedics.
Read the full thesis - December 2025
Chugoku Marine Paints is a dominant marine coatings company with strong ROE and shipbuilding tailwinds.
Read the full thesis - December 2025
Amphenol is a mission-critical interconnect and sensor leader with fragmented markets, acquisitions, and secular growth tailwinds.
Read the full thesis - December 2025
Morgan Stanley is a scaled global investment bank with a fee-oriented model and strong competitive positioning.
Read the full thesis - December 2025
NextEra Energy is a utility leader with above-average EPS growth, large-load demand, and a diversified capital program.
Read the full thesis - December 2025
Evergy is a regulated utility with a large load pipeline and accelerating EPS growth potential.
Read the full thesis - September 2025
Deutsche Boerse AG is a leading financial infrastructure provider in Europe poised to benefit from increased investment flows and long-term trends in market centralization and electronification.
Read the full thesis - September 2025
Nitto Boseki Co., Ltd. is a leading manufacturer of specialized glass cloth for printed circuit boards, holding an 80% market share, but faces potential long-term risks from competitors expanding capacity.
Read the full thesis - September 2025
Polar Capital Holdings plc is a London-based active asset manager focused on thematic strategies, recently reporting £26.7bn in AUM, driven by strong fund performance and a favorable environment for active management.
Read the full thesis
- Rheinmetall AGSep 2025
- Textron Inc.Sep 2025
- Evergy Inc.Sep 2025
- National Fuel Gas Co.Sep 2025
- Tesla, Inc.Sep 2025
Letter archive · 7
2026
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