LongATEXJun 2026
Anterix Inc.
Anterix is the largest holder of 900 MHz spectrum licenses in the U.S. and is repurposing that spectrum for higher-value uses. Utility private networks and grid modernization…
Keeley Small Cap Fund
Small-cap equity strategy using bottom-up stock selection across value and growth opportunities.$148M AUM6 published ideas
Keeley Small Cap Fund invests in smaller U.S. companies across sectors. The managers look for company-specific catalysts, cyclical recoveries, and valuation opportunities.
Ideas from Keeley Small Cap Fund
LongCOHUJun 2026
Cohu Inc.
Cohu sells semiconductor test and inspection equipment and has a recurring-revenue business model. Its traditional automotive and industrial markets are recovering from cyclical…
LongMKSIJun 2026
MKS Instruments Inc.
MKS supplies critical vacuum, photonics, materials, and precision technologies used in semiconductor manufacturing and advanced packaging. The company is benefiting from a…
LongSOCJun 2026
Sable Offshore Corp.
Sable owns offshore California assets with potential production of 45,000 to 60,000 barrels per day. Legal disputes with California have prevented normal extraction and…
LongMGYJun 2026
Magnolia Oil & Gas Corp.
Magnolia is a conservatively financed producer that has historically balanced growth spending with shareholder returns. The shares were pressured by lower oil prices because the…
LongTNDMJun 2026
Tandem Diabetes Care Inc.
Tandem is the number three player in the global automated insulin-pump market and is changing its commercial model toward pharmacy pay-as-you-go. A new tubeless product is…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.