LongTSMJun 2026
Taiwan Semiconductor Manufacturing Co. Ltd.
TSM is the world's largest semiconductor contract manufacturer and has dominant share in leading-edge production. The company is a major beneficiary of AI data-center…
Gabelli International Growth Fund Inc.
International growth equity strategy investing primarily in companies outside the U.S.$19M AUM2 published ideas
Gabelli International Growth Fund Inc. seeks growth opportunities across developed international markets. The portfolio emphasizes global industry leaders and companies benefiting from structural themes such as AI, industrial investment, and shareholder reform.
Ideas from Gabelli International Growth Fund Inc.
LongCRHJun 2026
CRH plc
CRH is a global building-materials leader with more than 70% of EBITDA generated in North America and the largest U.S. aggregates reserve base. Its acquisition of Arcosa further…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.