LongMSGSJun 2026
Madison Square Garden Sports Corp.
MSG Sports offers direct public exposure to two scarce professional sports franchises, the Knicks and Rangers. Gabelli views team values as attractive stores of value and sees…
The Gabelli Value 25 Fund Inc.
Concentrated value equity strategy built around a limited number of high-conviction holdings and identifiable catalysts.$250M AUM3 published ideas
The Gabelli Value 25 Fund Inc. is a concentrated value portfolio. It emphasizes company-specific catalysts, asset values, and businesses where the managers see a meaningful gap between market price and intrinsic value.
Ideas from The Gabelli Value 25 Fund Inc.
LongNEMJun 2026
Newmont Corp.
Newmont is the world's largest gold miner and has relatively low byproduct costs, supporting strong margins at prevailing gold prices. The company is generating substantial free…
LongTDSJun 2026
Telephone and Data Systems Inc.
TDS owns rural telecom operations and controls Array Digital Infrastructure, a large U.S. wireless-tower operator. The company proposed acquiring the remaining Array shares it…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.