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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 18, 2026 | The Gabelli ABC Fund | 0.5% | 6.1% | CFLT, EXAS, FOX, FRGE, GTLS, HOLX, KKR, KMB, KVUE, LEN, NEM, NFG, NFLX, PAAS, PSKY, TGNA, TXNM, WBD | arbitrage, healthcare, industrials, M&A, private equity, technology | Multiple biotech and pharmaceutical M&A deals closed during the quarter, including Akero Therapeutics acquired by Novo Nordisk for $54.00 per share plus CVR, Metsera acquired by Pfizer after outbidding Novo Nordisk, and Tourmaine Bio acquired by Novartis for $48.00 per share. M&A volume activity reached $4.6 trillion in 2025, representing a 49% increase from the previous year and the highest since 2021. Technology, industrials, and financials were the top sectors for M&A activity, accounting for over $2 trillion in deal activity. | ALE HOLX EXAS GTCH |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | The Value Pendulum | Forge Global Holdings | Financials | Capital Markets | Bull | NYSE | — | 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 |
|---|---|---|---|---|---|---|---|---|
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $3.7M | 0.00% | 83,487 | +83,487 | +100.00% | 0.6032% |
| Israel Englander | Millennium Management LLC | $233.2B | $4.9M | 0.00% | 109,105 | -79,155 | -42.05% | 0.7882% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.1M | 0.00% | 24,472 | -4,429 | -15.32% | 0.1768% |
| Cliff Asness | AQR Capital Management | $190.6B | $3.2M | 0.00% | 71,460 | +13,343 | +22.96% | 0.5163% |
| Mario Gabelli | GAMCO Investors | $10.4B | $2.9M | 0.03% | 66,000 | +66,000 | +100.00% | 0.4768% |
| Clint Carlson | Carlson Capital | $281.3M | $690,680 | 0.24% | 15,500 | +15,500 | +100.00% | 0.1120% |
| George Soros | Soros Fund Management | $6.8B | $8.8M | 0.13% | 198,530 | +198,530 | +100.00% | 1.4343% |