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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 13, 2026 | The Gabelli Global Content & Connectivity Fund | 12.9% | - | 9984.T, ATEX, DTEGY, GOOG, MANU, MTN.JO, RCI, TMUS | AI, infrastructure, Satellite Broadband, Spectrum, Sports Media, Telecommunications, Wireless | View | ||
| 2026 Q1 | May 26, 2026 | The Gabelli Global Content & Connectivity Fund | -1.3% | -1.3% | ATEX, EQIX, GOOG, T, TIGO | AI, Communications, energy, global, infrastructure, technology, Telecom | View | ||
| 2025 Q1 | Mar 31, 2025 | The Gabelli Global Content & Connectivity Fund | 3.7% | 3.7% | 9984.T, ATEX, DTE.DE, FYBR, GOOGL, META, PRX.AS, T, TDS, TIGO, TMUS, USM | Communications, Connectivity, content, global, Media, technology, Telecom | Fund holds significant positions in telecommunications companies including T-Mobile US, Deutsche Telekom, and wireless carriers serving Latin America. These companies benefit from 5G deployment, fiber expansion, and growing demand for high-speed internet services. | View | |
| 2024 Q4 | Dec 31, 2024 | The Gabelli Global Content & Connectivity Fund | 0.1% | 22.6% | 9984.T, AMZN, ATEX, DTE.DE, FYBR, GOOG, META, MSFT, PRX.AS, RCI, T, TDS, TMUS, USM | Connectivity, content, global, Media, technology, Telecommunications | Fund holds significant positions in telecommunications companies including T-Mobile, Deutsche Telekom, and Telephone & Data Systems. UScellular's wireless operations sale to T-Mobile and spectrum deals with Verizon and AT&T drove strong performance. | View | |
| 2022 Q3 | Aug 11, 2022 | Steel City Capital | -7.9% | -18.2% | ATEX, CVNA, LILA, NWSA, SATS, YELP | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 22, 2026 | Twitter / X | @dan_tmt | Anterix Inc. | Communication Services | Alternative Carriers | Bull | NASDAQ | Anterix, Approval, Atex, Cyber Resilience, Fcc, Mhz, Payments, Spectrum | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $2.7M | 0.01% | 124,943 | -132,419 | -51.45% | 0.4392% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $387,264 | 0.00% | 17,740 | -75,536 | -80.98% | 0.0624% |
| Israel Englander | Millennium Management LLC | $233.2B | $9.6M | 0.00% | 439,946 | +404,838 | +1153.12% | 1.5466% |
| Mario Gabelli | GAMCO Investors | $10.4B | $9.2M | 0.09% | 422,470 | +102,400 | +31.99% | 1.4851% |
| Rich Handler | Jefferies | $19.3B | $9.9M | 0.05% | 454,508 | +454,508 | +100.00% | 1.5977% |