LongMSFTJun 2026
Microsoft Corporation
The fund initiated Microsoft near its 52-week lows after judging sentiment to have become excessively negative. Concerns centered on Microsoft's OpenAI exposure and the broader…
The Gabelli Dividend Growth Fund, a series of Gabelli Equity Series Funds, Inc.
Large-cap value-oriented equity investing focused on reliable and growing dividend-paying companies and company-specific catalysts.$22M AUM5 published ideas
The Gabelli Dividend Growth Fund is managed by Gabelli Funds, LLC and focuses on companies capable of producing reliable and growing dividends alongside capital appreciation. Gabelli's broader value process emphasizes fundamental research, private-market value and identifiable catalysts. The fund reported $21.8 million of net assets as of June 30, 2026.
Ideas from The Gabelli Dividend Growth Fund, a series of Gabelli Equity Series Funds, Inc.
LongGPCJun 2026
Genuine Parts Company
Gabelli initiated Genuine Parts as the company prepared to separate its industrial-distribution and automotive-aftermarket businesses. The manager believes the two operations are…
LongHUBSJun 2026
HubSpot, Inc.
HubSpot was pressured by the broader software selloff and by pricing changes associated with its push toward AI-enabled CRM products. Gabelli believes the company's small- and…
LongACAJun 2026
Arcosa, Inc.
CRH agreed to acquire Arcosa for $150 per share in cash, turning the position into a merger-arbitrage opportunity. Gabelli viewed the remaining spread as an attractive…
LongECHOJun 2026
EchoStar Corporation
Gabelli estimates that roughly half of EchoStar's value is tied to its approximately 2% ownership interest in SpaceX, which the fund believes is heavily discounted in EchoStar's…
Letters covered
- Gabelli Funds Shareholder Commentary — The Gabelli Dividend Growth FundJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.