LongRALJun 2026
Ralliant Corp.
Ralliant's first-quarter results helped restore investor confidence after an earlier earnings outlook disappointed the market. Both business segments delivered double-digit…
Keeley Gabelli SMID Cap Value Fund
Small- and mid-cap value strategy focused on undervalued companies with improving fundamentals and catalysts.$24M AUM3 published ideas
Keeley Gabelli SMID Cap Value Fund invests across small- and mid-cap value stocks. The managers emphasize company-specific fundamental improvement, cyclical recovery, and valuation discipline.
Ideas from Keeley Gabelli SMID Cap Value Fund
LongKALUJun 2026
Kaiser Aluminum Corp.
Kaiser reported a strong quarter driven by favorable metal pricing, improved mix, and operating gains, allowing management to raise full-year guidance. Aerospace shipments are…
LongSOCJun 2026
Sable Offshore Corp.
Sable made progress toward restarting production from dormant offshore California platforms. The main challenge is financing, as the company struggled to refinance a seller note…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.