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Gabelli

Gabelli Funds Shareholder Commentary: Open-End Funds

Jun 2026 → Jun 2026

Our archive holds 1 letter from this strategy and positions in 52 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year — follow all of Gabelli for every strategy.

What it bought and sold

  • AddedSaab ABJun 2026
    We added to existing positions during the quarter in Fanuc Corp. (1.4%), Rheinmetall AG (0.5%), Saab AB (1.2%), Spotify Technology S.A. (1.5%), and L’Oréal S.A. (1.5%).
  • ExitedServiceNow Inc.Jun 2026
    We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.
  • New positionAdvanced Micro Devices Inc.Jun 2026
    During the quarter we added three new positions in Advanced Micro Devices Inc. (1.1% of net assets as of June 30, 2026), Micron Technology Inc. (0.9%), and Mitsubishi Heavy Industries (0.2%).
  • AddedRheinmetall AGJun 2026
    We added to existing positions during the quarter in Fanuc Corp. (1.4%), Rheinmetall AG (0.5%), Saab AB (1.2%), Spotify Technology S.A. (1.5%), and L’Oréal S.A. (1.5%).
  • AddedSpotify Technology S.A.Jun 2026
    We added to existing positions during the quarter in Fanuc Corp. (1.4%), Rheinmetall AG (0.5%), Saab AB (1.2%), Spotify Technology S.A. (1.5%), and L’Oréal S.A. (1.5%).
  • New positionMicron Technology Inc.Jun 2026
    During the quarter we added three new positions in Advanced Micro Devices Inc. (1.1% of net assets as of June 30, 2026), Micron Technology Inc. (0.9%), and Mitsubishi Heavy Industries (0.2%).
  • ExitedWaste Connections Inc.Jun 2026
    We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.
  • TrimmedGE Vernova Inc.Jun 2026
    Our largest position decreases in the quarter were GE Vernova Inc. (4.4%) and GE Aerospace (3.0%).
  • ExitedMünchener Rückversicherungs-Gesellschaft AGJun 2026
    We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.
  • ExitedIntuit Inc.Jun 2026
    We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.
  • AddedFanuc Corp.Jun 2026
    We added to existing positions during the quarter in Fanuc Corp. (1.4%), Rheinmetall AG (0.5%), Saab AB (1.2%), Spotify Technology S.A. (1.5%), and L’Oréal S.A. (1.5%).
  • TrimmedGE AerospaceJun 2026
    Our largest position decreases in the quarter were GE Vernova Inc. (4.4%) and GE Aerospace (3.0%).
  • TrimmedT-Mobile US Inc.Jun 2026
    T-Mobile US Inc. (4.5%; -19.7%) was the largest detractor from performance during the quarter, largely impacted by investors’ generally negative reaction to press speculation about possible combination of TMUS with its 54%-owner, Deutsche Telekom (3.3%; -23.5%),
  • ExitedBoston Scientific Corp.Jun 2026
    We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.
  • New positionMitsubishi Heavy Industries Ltd.Jun 2026
    During the quarter we added three new positions in Advanced Micro Devices Inc. (1.1% of net assets as of June 30, 2026), Micron Technology Inc. (0.9%), and Mitsubishi Heavy Industries (0.2%).
  • AddedL'Oréal S.A.Jun 2026
    We added to existing positions during the quarter in Fanuc Corp. (1.4%), Rheinmetall AG (0.5%), Saab AB (1.2%), Spotify Technology S.A. (1.5%), and L’Oréal S.A. (1.5%).

Also held

Every letter

2026