LongROKUJun 2026
Roku Inc.
Fox agreed to acquire Roku for $96.00 in cash plus 0.9693 Fox Class A shares for each Roku share. The transaction values Roku at approximately $22 billion. The position is an…
Comstock Capital Value Fund
Actively managed value and event-driven strategy with substantial exposure to announced corporate transactions.$11M AUM5 published ideas
Comstock Capital Value Fund combines value investing with special-situation and merger-arbitrage opportunities. During the quarter, several of its largest additions were companies subject to announced acquisitions.
Ideas from Comstock Capital Value Fund
LongTMHCJun 2026
Taylor Morrison Home Corp.
Berkshire Hathaway agreed to acquire Taylor Morrison for $72.50 per share in cash. The transaction values the homebuilder at approximately $8.5 billion. The position is a…
LongTECHJun 2026
Bio-Techne Corp.
Merck KGaA agreed to acquire Bio-Techne for $73.00 per share in cash. The transaction values the life-sciences tools and diagnostics company at approximately $11 billion. The…
LongNUVLJun 2026
Nuvalent Inc.
GSK agreed to acquire Nuvalent for $124.00 per share in cash. The transaction values the oncology company at approximately $9 billion. The event-driven return depends on…
LongAPGEJun 2026
Apogee Therapeutics Inc.
AbbVie agreed to acquire Apogee Therapeutics for $135.11 per share in cash. The transaction values the biotechnology company at approximately $10 billion. The position is an…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.