LongFLSJun 2026
Flowserve Corp.
Flowserve supplies engineered pumps, seals, and valves to energy, power, water, and industrial markets. Gabelli sees AI data-center buildout and electrification supporting power…
The Gabelli Equity Income Fund
Equity income strategy seeking dividend-paying stocks trading below estimated Private Market Value.$459M AUM4 published ideas
The Gabelli Equity Income Fund combines income generation with Gabelli's value-oriented stock selection. The fund seeks businesses that can generate dividends and long-term value across different interest-rate environments.
Ideas from The Gabelli Equity Income Fund
LongGPCJun 2026
Genuine Parts Co.
Genuine Parts plans to separate its Industrial and Global Automotive operations into independent public companies. Gabelli expects the split to unlock value and sharpen strategic…
LongBKJun 2026
The Bank of New York Mellon Corp.
BNY is a global leader in custody, investment management, and investment services. Gabelli sees the company benefiting from a normalized rate environment, rising global incomes…
LongCVXJun 2026
Chevron Corp.
Chevron has completed a major investment cycle and now enters a period of lower capital intensity and faster cash generation. The Hess acquisition adds a major Guyana resource…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.