LongBRK.AJun 2026
Berkshire Hathaway Inc.
Berkshire owns a diversified group of operating businesses and allocates capital centrally across them. Gabelli highlights the fortress balance sheet and substantial cash as key…
The Gabelli Asset Fund
Diversified value equity strategy using Private Market Value and identifiable catalysts to unlock value.$1.7B AUM4 published ideas
The Gabelli Asset Fund applies Gabelli's long-standing Private Market Value with a Catalyst approach. The portfolio invests across industries and emphasizes a margin of safety, fundamental research, and catalysts that can narrow discounts to estimated private value.
Ideas from The Gabelli Asset Fund
LongGPCJun 2026
Genuine Parts Co.
Genuine Parts is separating its Industrial and Global Automotive businesses into two publicly traded companies. Gabelli believes the separation can unlock shareholder value and…
LongMSGSJun 2026
Madison Square Garden Sports Corp.
MSG Sports provides public-market exposure to the New York Knicks and New York Rangers, two scarce sports franchises. Gabelli views sports teams as strong stores of value and…
LongMANUJun 2026
Manchester United plc
Manchester United is a scarce global sports franchise with a durable brand and integrated media, sponsorship, and fan-engagement economics. Gabelli sees redevelopment potential…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.