| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | The Gabelli Global Content & Connectivity Fund | 9.3% | - | 9984 JP, KINVB SS, MSFT, RCI, TMUS | Connectivity, content, Digital Media, infrastructure, Telecom | The letter centers on global demand for digital content, data transmission, and connectivity infrastructure. Media, telecom, and technology platforms benefit from secular growth in streaming, mobile data, and advertising. Consolidation and regulatory change are viewed as potential value unlocks. | MSFT |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||