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Gabelli

Sep 2025 → Jun 2026 · Publishes monthly · 6 funds

Our archive holds 7 letters from Gabelli, behind 17 investment theses and positions in 74 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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7
Letters
74
Companies
17
Moves
17
Theses

5 strategies

Gabelli publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Also filed under Gabelli Funds.

What they bought and sold · 17 moves

Companies held · 74

Every company Gabelli has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 17

  • National Fuel Gas
    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
  • Albany International
    December 2025

    Albany International combines mature paper-related assets with high-growth aerospace composites and potential value-unlocking separation.

    Read the full thesis
  • AMETEK
    December 2025

    AMETEK is a global industrial technology company focused on operational excellence, innovation, expansion, and acquisitions.

    Read the full thesis
  • Globus Medical
    December 2025

    Globus Medical is a fast-growing musculoskeletal company with technology-driven innovation in orthopedics.

    Read the full thesis
  • Chugoku Marine Paints
    December 2025

    Chugoku Marine Paints is a dominant marine coatings company with strong ROE and shipbuilding tailwinds.

    Read the full thesis
  • Amphenol
    December 2025

    Amphenol is a mission-critical interconnect and sensor leader with fragmented markets, acquisitions, and secular growth tailwinds.

    Read the full thesis
  • Morgan Stanley
    December 2025

    Morgan Stanley is a scaled global investment bank with a fee-oriented model and strong competitive positioning.

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  • NextEra Energy
    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
  • Evergy
    December 2025

    Evergy is a regulated utility with a large load pipeline and accelerating EPS growth potential.

    Read the full thesis
  • Deutsche Boerse AG
    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.

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  • Nitto Boseki Co., Ltd.
    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.

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  • Polar Capital Holdings plc
    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

Letter archive · 7

2026

2025

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