What smart money is saying about Anterix Inc.
ATEX
No fund has written a full thesis on Anterix Inc. in our archive, but 3 fund letters report a position in it — most recently Gabelli Funds Shareholder Commentary: Open-End Funds in June 2026.
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3
Reported positions
0
Bought
1
Sold
3
Letters
Position history
Between Q3 2025 and Q2 2026, 3 fund letters reported a position in Anterix Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 1 | 0 |
Fund activity · 3 positions · 1 move
- June 2026
“Leading the list of positive contributors to Fund performance in the second quarter was Anterix Inc. (8.8% of net assets as of June 30, 2026; +169.6%) as it continued rallying following the Federal Communications Commission (FCC) approval of expanding broadband allocation in 900 27 MHz band to 10 MHz (from 6 MHz) in February, allowing the firm to offer enhanced capacity and, possibly, address additional use cases.”
Anterix Inc. - June 2026
“Leading the list of positive contributors to Fund performance in the second quarter was Anterix Inc. (8.8% of net assets as of June 30, 2026; +169.6%) as it continued rallying following the Federal Communications Commission (FCC) approval of expanding broadband allocation in 900 27 MHz band to 10 MHz (from 6 MHz) in February, allowing the firm to offer enhanced capacity and, possibly, address additional use cases.”
Anterix Inc. - September 2025
“We exited positions in GoodRx and Ultragenyx Pharmaceutical in the health care sector, Oxford Industries in the consumer discretionary sector, Anterix in the communication services sector, Wabash National in the industrials sector, ASGN in the IT sector and LXP Industrial Trust in the real estate sector.”
Anterix Inc.
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