LongKALUJun 2026
Kaiser Aluminum Corp.
Kaiser benefited from favorable metal pricing, better mix, and significant operating improvements, allowing management to raise guidance. Aerospace shipments are strengthening as…
Keeley Gabelli Small Cap Dividend Fund
Small-cap dividend strategy combining income generation with value-oriented stock selection.$284M AUM4 published ideas
Keeley Gabelli Small Cap Dividend Fund invests in dividend-paying smaller companies. The strategy seeks income alongside operating improvement, balance-sheet strength, and long-term appreciation potential.
Ideas from Keeley Gabelli Small Cap Dividend Fund
LongPRIMJun 2026
Primoris Services Corp.
Primoris suffered cost overruns on six solar projects and reduced full-year guidance, exposing execution problems in its Energy segment. Management responded with leadership…
LongHLIOJun 2026
Helios Technologies Inc.
Helios reported strong first-quarter results with double-digit growth across regions and both reporting segments. Margin expansion validated the new management team's shift…
LongENSGJun 2026
The Ensign Group Inc.
Ensign continues to produce strong operating results, including record occupancy and robust acquisition activity. Two short-seller reports accelerated the selloff, but the fund…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.