LongENSGJun 2026
The Ensign Group Inc.
Ensign continues to execute well, with record occupancy, active acquisitions, and another beat-and-raise quarter. Two short-seller reports accelerated a share-price decline, but…
Keeley Gabelli Mid Cap Dividend Fund
Mid-cap dividend strategy focused on income-producing companies with value and company-specific upside.$128M AUM4 published ideas
Keeley Gabelli Mid Cap Dividend Fund invests in dividend-paying mid-cap companies. The strategy combines income with fundamental stock selection and seeks businesses with improving operations and durable cash generation.
Ideas from Keeley Gabelli Mid Cap Dividend Fund
LongRALJun 2026
Ralliant Corp.
Ralliant supplies sensors and test-and-measurement systems to military and industrial customers. Strong first-quarter results restored investor confidence after a weaker outlook…
LongJBLJun 2026
Jabil Inc.
Jabil continues to post better-than-expected results and raised expectations for future earnings. Data-center infrastructure work such as rack assembly, cooling, and photonics…
LongFNVJun 2026
Franco-Nevada Corp.
Franco-Nevada reported a record quarter but the shares were pressured by falling gold and silver prices. The company has more than $1 billion of available liquidity and a strong…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.