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Institutional

GABELLI FUNDS LLC

CIK 0001081407
$14.81B
Reported AUM
1,264
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · GABELLI FUNDS LLC · Q1 2026

AI · grounded in 13F

GABELLI FUNDS LLC closed its position in Frontier Communications Pare FYBR, reducing its holdings by $33.88M. The fund also exited positions in Cidara Therapeutics Inc CDTX and Dayforce Inc DAY, totaling over $64M in combined divestments. On the buy side, the fund established new positions in Versant Media Group Inc VSNT for $26.6M and Arcellx Inc ACLXGBX for $22.49M.

Portfolio · Q1 2026

NEM$238.8MNVDA$223.5MNFG$219.1MAME$199.1MOther$11.52BGL

Top holdings· first 500 of 1264

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1NEMNEWMONT CORP$238.8M1.61%-43,550-1.9%
2NVDANVIDIA CORP$223.5M1.51%+4,986+0.4%
3NFGNATIONAL FUEL GAS CO$219.1M1.48%-23,419-1.0%
4AMEAMETEK INC$199.1M1.34%-15,370-1.6%
5MSFTMICROSOFT CORP$183.0M1.24%-33,212-6.3%
6NEENEXTERA ENERGY INC$177.7M1.20%-57,080-2.9%
7MAMASTERCARD INC - A$168.0M1.13%-6,632-1.9%
8BKBANK OF NEW YORK MELLON CORP$147.9M1.00%-86,900-6.5%
9GATXGATX CORP$144.4M0.98%-68,400-7.5%
10DEDEERE & CO$138.7M0.94%-6,849-2.7%
11MLIMUELLER INDUSTRIES INC$136.3M0.92%-119,400-8.8%
12AXPAMERICAN EXPRESS CO$133.3M0.90%-33,365-7.0%
13AMZNAMAZON.COM INC$128.1M0.86%-18,634-2.9%
14MSGSMADISON SQUARE GARDEN SPORTS$125.6M0.85%-3,430-0.9%
15CRCRANE CO$122.5M0.83%-33,736-4.5%
16RSGREPUBLIC SERVICES INC$120.1M0.81%-18,884-3.3%
17GOOGALPHABET INC-CL C$110.9M0.75%-35,145-8.3%
18XOMEXXON MOBIL CORP$107.6M0.73%-87,300-12.1%
19SONYSONY GROUP CORP - SP ADR$107.6M0.73%-121,449-2.3%
20AAPLAPPLE INC$107.1M0.72%-2,143-0.5%
21GOOGLALPHABET INC-CL A$99.1M0.67%-1,744-0.5%
22KKRKKR & CO INC$98.8M0.67%-7,235-0.7%
23METAMETA PLATFORMS INC-CLASS A$96.7M0.65%-2,402-1.4%
24LLYELI LILLY & CO$96.1M0.65%+144+0.1%
25LEN/BLENNAR CORP - B SHS$96.1M0.65%+1,200+0.1%
26ORLYO'REILLY AUTOMOTIVE INC$95.5M0.64%-11,742-1.1%
27CVXCHEVRON CORP$92.5M0.62%-44,435-9.0%
28BRK/ABERKSHIRE HATHAWAY INC-CL A$91.9M0.62%-4-3.0%
29GEGE AEROSPACE$88.2M0.60%-17,790-5.4%
30JPMJPMORGAN CHASE & CO$87.5M0.59%-33,400-10.1%
31EVRGEVERGY INC$85.3M0.58%-17,333-1.6%
32AVGOBROADCOM INC$85.3M0.58%-3,146-1.1%
33TXTTEXTRON INC$85.1M0.57%-17,950-1.8%
34SWXSOUTHWEST GAS HOLDINGS INC$84.0M0.57%-48,198-4.8%
35NFLXNETFLIX INC$82.4M0.56%+82,805+10.7%
36FLSFLOWSERVE CORP$80.3M0.54%-33,526-3.0%
37CNHCNH INDUSTRIAL NV$77.9M0.53%+19,320+0.3%
38AEPAMERICAN ELECTRIC POWER$77.6M0.52%-9,900-1.6%
39HONHONEYWELL INTERNATIONAL INC$76.6M0.52%+7,420+2.2%
40ITTITT INC$76.6M0.52%-1,219-0.3%
41OKEONEOK INC$76.5M0.52%+7,175+0.9%
42CATCATERPILLAR INC$74.8M0.50%+7,392+7.5%
43GPCGENUINE PARTS CO$73.1M0.49%-16,800-2.4%
44FCXFREEPORT-MCMORAN INC$69.7M0.47%-143,850-10.8%
45WECWEC ENERGY GROUP INC$67.8M0.46%-4,500-0.8%
46TXNTEXAS INSTRUMENTS INC$67.4M0.46%-13,831-3.8%
47COPCONOCOPHILLIPS$66.0M0.45%+6,400+1.3%
48COSTCOSTCO WHOLESALE CORP$64.7M0.44%-7,710-10.6%
49CWCURTISS-WRIGHT CORP$64.5M0.44%-6,250-6.2%
50TDSTELEPHONE AND DATA SYSTEMS$63.9M0.43%-7,500-0.5%
51GEVGE VERNOVA INC$62.7M0.42%-9,947-12.2%
52WBDWARNER BROS DISCOVERY INC$62.4M0.42%-507,869-18.3%
53SPHRSPHERE ENTERTAINMENT CO$61.3M0.41%-17,403-3.2%
54KGCKINROSS GOLD CORP$60.6M0.41%-968,500-32.8%
55AESAES CORP$59.7M0.40%+664,250+18.6%
56VVISA INC-CLASS A SHARES$59.6M0.40%+6,000+3.1%
57RCIROGERS COMMUNICATIONS INC-B$57.5M0.39%+142,650+10.5%
58BATRKATLANTA BRAVES HLDS C IN-C$56.0M0.38%-83,512-6.0%
59DCIDONALDSON CO INC$55.5M0.37%+10,850+1.7%
60RGLDROYAL GOLD INC$53.9M0.36%-12,200-5.4%
61XYLXYLEM INC$53.8M0.36%-2,555-0.6%
62STTSTATE STREET CORP$53.3M0.36%-400-0.1%
63AEEAMEREN CORPORATION$53.0M0.36%-550-0.1%
64ESEVERSOURCE ENERGY$52.9M0.36%-7,100-0.9%
65OGEOGE ENERGY CORP$52.8M0.36%-300-0.0%
66MPCMARATHON PETROLEUM CORP$52.5M0.35%-15,900-6.9%
67TXNMTXNM ENERGY INC$52.2M0.35%+18,550+2.1%
68GGGGRACO INC$51.1M0.35%-4,600-0.8%
69DEODIAGEO PLC-SPONSORED ADR$49.1M0.33%+89,771+15.7%
70HRIHERC HOLDINGS INC$49.0M0.33%-2,707-0.5%
71PMPHILIP MORRIS INTERNATIONAL$48.5M0.33%+500+0.2%
72SPGIS&P GLOBAL INC$48.0M0.32%+1,951+1.8%
73GRCGORMAN-RUPP CO$47.7M0.32%-5,274-0.7%
74JCIJOHNSON CONTROLS INTERNATION$46.9M0.32%-4,901-1.4%
75BBARRICK MINING CORP$45.6M0.31%-90,000-7.4%
76ANAUTONATION INC$44.8M0.30%-4,300-1.8%
77WTSWATTS WATER TECHNOLOGIES-A$44.7M0.30%-2,775-1.8%
78SDASEALED AIR CORP$44.3M0.30%+388,477+58.5%
79GTLSCHART INDUSTRIES INC$43.9M0.30%+43,087+25.5%
80BATRAATLANTA BRAVES HLDS A IN-A$43.3M0.29%+11,932+1.3%
81ENBENBRIDGE INC$43.2M0.29%HELD
82DANDANA INC$43.2M0.29%-675,200-34.5%
83XELXCEL ENERGY INC$42.2M0.29%-500-0.1%
84WMT2WELLS FARGO & CO$41.8M0.28%-23,900-4.4%
85AUANGLOGOLD ASHANTI PLC$41.5M0.28%-47,400-10.0%
86ASMLASML HOLDING NV-NY REG SHS$41.4M0.28%+52+0.2%
87WMWASTE MANAGEMENT INC$41.1M0.28%-423-0.2%
88DUKDUKE ENERGY CORP$41.1M0.28%-200-0.1%
89PNCPNC FINANCIAL SERVICES GROUP$41.0M0.28%-1,500-0.8%
90HALHALLIBURTON CO$41.0M0.28%-20,600-1.9%
91OTTROTTER TAIL CORP$41.0M0.28%-1,900-0.4%
92RHPRYMAN HOSPITALITY PROPERTIES$40.9M0.28%+1,000+0.2%
93PCARPACCAR INC$40.0M0.27%-1,800-0.5%
94MODMODINE MANUFACTURING CO$39.2M0.26%-111,700-38.2%
95SLBSLB LTD$39.1M0.26%+11,601+1.5%
96CCJCAMECO CORP$39.0M0.26%-3,550-1.0%
97ETNEATON CORP PLC$38.9M0.26%-890-0.8%
98WPMWHEATON PRECIOUS METALS CORP$38.6M0.26%-28,300-8.8%
99SOSOUTHERN CO/THE$38.4M0.26%-600-0.2%
100ROLROLLINS INC$38.3M0.26%-10,000-1.4%
101MDLZMONDELEZ INTERNATIONAL INC-A$38.3M0.26%-10,500-1.6%
102EGOELDORADO GOLD CORP$38.2M0.26%-1,000-0.1%
103GSGOLDMAN SACHS GROUP INC$37.7M0.25%-5,160-10.4%
104SHELSHELL PLC-ADR$37.6M0.25%-28,325-6.5%
105BKHBLACK HILLS CORP$36.8M0.25%-3,015-0.6%
106NWENORTHWESTERN ENERGY GROUP IN$36.2M0.24%HELD
107PAASPAN AMERICAN SILVER CORP USD$36.2M0.24%+27,400+4.3%
108IAGIAMGOLD CORP$36.2M0.24%-369,500-16.1%
109TSLATESLA INC$36.0M0.24%+25+0.0%
110EAELECTRONIC ARTS INC$35.1M0.24%+28,050+19.5%
111MRKMERCK & CO. INC.$34.7M0.23%-15,585-5.1%
112BABOEING CO/THE$34.4M0.23%-8,176-4.5%
113RUSHBRUSH ENTERPRISES INC - CL B$34.1M0.23%-10,500-1.9%
114SATSECHOSTAR CORP-A$33.9M0.23%-14,659-4.8%
115TMUST-MOBILE US INC$33.8M0.23%-450-0.3%
116PNWPINNACLE WEST CAPITAL$33.6M0.23%+100+0.0%
117IEXIDEX CORP$33.4M0.23%-5,000-2.8%
118EQXEQUINOX GOLD CORP USD$33.3M0.23%-201,200-8.0%
119LHXL3HARRIS TECHNOLOGIES INC$33.0M0.22%+1,465+1.6%
120JOEST JOE CO/THE$32.7M0.22%-80,100-13.3%
121FNVFRANCO-NEVADA CORP$32.6M0.22%-14,414-9.9%
122IMKTAINGLES MARKETS INC-CLASS A$32.5M0.22%-6,600-1.8%
123TTTRANE TECHNOLOGIES PLC$32.4M0.22%+390+0.5%
124AEMAGNICO EAGLE MINES LTD$32.4M0.22%-34,239-17.7%
125URIUNITED RENTALS INC$32.0M0.22%+4,067+10.2%
126DISWALT DISNEY CO/THE$31.8M0.21%+108,250+48.9%
127MYEMYERS INDUSTRIES INC$31.7M0.21%-3,300-0.2%
128HWMHOWMET AEROSPACE INC$31.5M0.21%+2,490+1.9%
129ROKROCKWELL AUTOMATION INC$31.4M0.21%+110+0.1%
130BHPBHP GROUP LTD-SPON ADR$31.4M0.21%-93,400-17.8%
131GLWCORNING INC$31.3M0.21%-57,823-20.1%
132JNJJOHNSON & JOHNSON$31.1M0.21%-4,997-3.8%
133FOXFOX CORP - CLASS B$30.8M0.21%+13,200+2.3%
134WCNWASTE CONNECTIONS INC$30.5M0.21%+2,011+1.1%
135ORLAORLA MINING LTD$30.4M0.21%HELD
136MSMORGAN STANLEY$29.9M0.20%-27,875-13.3%
137ASTEASTEC INDUSTRIES INC$29.8M0.20%-15,200-2.7%
138MSGEMADISON SQUARE GARDEN ENTERT$29.5M0.20%+11,746+2.4%
139CCITIGROUP INC$29.0M0.20%-9,395-3.5%
140HO1HOLOGIC INC$28.9M0.20%+96,400+33.7%
141MOG/AMOOG INC-CLASS A$28.4M0.19%+2,025+2.1%
142TKRTIMKEN CO$27.8M0.19%-11,772-4.1%
143NWNNORTHWEST NATURAL HOLDING CO$27.7M0.19%HELD
144TIGOMILLICOM INTL CELLULAR S.A.$27.5M0.19%-52,000-12.4%
145ISRGINTUITIVE SURGICAL INC$27.4M0.18%-7,010-10.6%
146EOGEOG RESOURCES INC$27.0M0.18%HELD
147KMIKINDER MORGAN INC$27.0M0.18%-60,100-7.0%
148VSNTVERSANT MEDIA GROUP INC$26.6M0.18%+718,403NEW
149TSATTELESAT CORP$25.9M0.17%+1,250+0.2%
150RIORIO TINTO PLC-SPON ADR$25.8M0.17%-90,600-24.7%
151CMCSACOMCAST CORP-CLASS A$25.7M0.17%-4,648-0.5%
152DDOMINION ENERGY INC$25.7M0.17%-700-0.2%
153GEFGREIF INC-CL A$25.3M0.17%-2,000-0.5%
154TTETOTALENERGIES SE$25.2M0.17%-56,475-16.9%
155AGIALAMOS GOLD INC-CLASS A$25.2M0.17%-104,500-15.6%
156LNTALLIANT ENERGY CORP$25.2M0.17%-2,293-0.6%
157SYKSTRYKER CORP$25.0M0.17%-5,060-6.2%
158ADARRAY DIGITAL INFRASTRUCTURE$25.0M0.17%-11,000-2.0%
159BRK/BBERKSHIRE HATHAWAY INC-CL B$24.9M0.17%-3,458-6.2%
160PEPPEPSICO INC$24.9M0.17%-2,970-1.8%
161CVCOCAVCO INDUSTRIES INC$24.8M0.17%+3,890+8.2%
162ETENERGY TRANSFER LP$24.8M0.17%-25,100-1.9%
163LLOEWS CORP$24.8M0.17%-700-0.3%
164AMATAPPLIED MATERIALS INC$24.7M0.17%+1,650+2.3%
165VMIVALMONT INDUSTRIES$24.5M0.17%-2,248-3.5%
166APHAMPHENOL CORP-CL A$24.5M0.17%+43,945+29.3%
167IBKRINTERACTIVE BROKERS GRO-CL A$24.4M0.16%-1,784-0.5%
168BF/ABROWN-FORMAN CORP-CLASS A$24.1M0.16%HELD
169MCOMOODY'S CORP$23.8M0.16%+2,990+5.8%
170PPLPPL CORP$23.7M0.16%+8,500+1.4%
171WTRGESSENTIAL UTILITIES INC$23.7M0.16%+2,200+0.4%
172PSXPHILLIPS 66$23.5M0.16%-11,850-8.4%
173UGIUGI CORP$23.1M0.16%-2,289-0.4%
174TVGRUPO TELEVISA SA-SPON ADR$22.8M0.15%+133,000+1.7%
175ACLXGBXARCELLX INC$22.5M0.15%+195,900NEW
176CTSCTS CORP$22.4M0.15%-20,100-4.1%
177MASIMASIMO CORP$22.4M0.15%+93,382+285.6%
178FMXFOMENTO ECONOMICO MEX-SP ADR$22.3M0.15%HELD
179CWANCLEARWATER ANALYTICS HDS-A$22.2M0.15%+612,150+186.5%
180KOCOCA-COLA CO/THE$22.0M0.15%+215+0.1%
181GFFGRIFFON CORP$21.7M0.15%HELD
182SPOTSPOTIFY TECHNOLOGY SA$21.4M0.14%+51+0.1%
183HSICHENRY SCHEIN INC$21.3M0.14%HELD
184CEGCONSTELLATION ENERGY$21.2M0.14%-790-1.0%
185ALAIR LEASE CORP$21.0M0.14%+10,029+3.2%
186MGEEMGE ENERGY INC$21.0M0.14%HELD
187AZZAZZ INC$20.9M0.14%-37,608-18.4%
188VZVERIZON COMMUNICATIONS INC$20.9M0.14%-500-0.1%
189TELTE CONNECTIVITY PLC$20.7M0.14%-800-0.8%
190BCEBCE INC$20.5M0.14%-6,000-0.7%
191PEGPUBLIC SERVICE ENTERPRISE GP$20.5M0.14%HELD
192BSXBOSTON SCIENTIFIC CORP$20.4M0.14%+4,795+1.5%
193EXCEXELON CORP$20.2M0.14%-1,073-0.3%
194AMGNAMGEN INC$20.1M0.14%-2,735-4.6%
195FEFIRSTENERGY CORP$20.0M0.13%-500-0.1%
196JHGJANUS HENDERSON GROUP PLC$20.0M0.13%+87,524+29.1%
197CRWDCROWDSTRIKE HOLDINGS INC - A$19.8M0.13%+120+0.2%
198AMTAMERICAN TOWER CORP$19.7M0.13%+6,350+5.9%
199STRTSTRATTEC SECURITY CORP$19.4M0.13%+72,900+41.7%
200VLOVALERO ENERGY CORP$19.4M0.13%-1,774-2.2%
201GMEDGLOBUS MEDICAL INC - A$19.4M0.13%-1,500-0.7%
202FANGDIAMONDBACK ENERGY INC$19.3M0.13%-759-0.8%
203FSSFEDERAL SIGNAL CORP$19.3M0.13%-1,000-0.6%
204WMTWALMART INC$19.3M0.13%-600-0.4%
205NOCNORTHROP GRUMMAN CORP$19.2M0.13%+533+1.9%
206AVAAVISTA CORP$19.0M0.13%+14,022+3.1%
207HPEHEWLETT PACKARD ENTERPRISE$18.9M0.13%-1,172-0.1%
208NATHNATHAN'S FAMOUS INC$18.8M0.13%+15,800+9.2%
209CVSCVS HEALTH CORP$18.7M0.13%+3,000+1.2%
210PENPENUMBRA INC$18.6M0.13%+56,623NEW
211FULH.B. FULLER CO.$18.6M0.13%HELD
212MWAMUELLER WATER PRODUCTS INC-A$18.5M0.13%+400+0.1%
213POSTPOST HOLDINGS INC$18.4M0.12%-7,100-3.7%
214NINISOURCE INC$18.3M0.12%HELD
215BXBLACKSTONE INC$18.3M0.12%+3,925+2.5%
216TRVTRAVELERS COS INC/THE$18.2M0.12%HELD
217GOLSGBELI OP IN LIV AND SPRT ETF$18.1M0.12%+740,195NEW
218LBRDKLIBERTY BROAD C$18.0M0.12%-9,000-2.5%
219FELEFRANKLIN ELECTRIC CO INC$17.9M0.12%+8,000+4.3%
220SPBSPECTRUM BRANDS HOLDINGS INC$17.7M0.12%+2,687+1.1%
221TRNTRINITY INDUSTRIES INC$17.7M0.12%-4,200-0.8%
222AWKAMERICAN WATER WORKS CO INC$17.4M0.12%-177-0.1%
223LLYVKLIBERTY LIVE HOLDINGS-C$17.2M0.12%-2,000-1.1%
224ATOATMOS ENERGY CORP$17.2M0.12%HELD
225LBTYALIBERTY GLOBAL LTD-A$17.0M0.12%+24,200+1.7%
226GFIGOLD FIELDS LTD-SPONS ADR$17.0M0.11%-17,700-4.5%
227GABFGABELLI FIN SRVCS OPP ETF$17.0M0.11%+362,363+805.3%
228TROWT ROWE PRICE GROUP INC$16.6M0.11%-3,750-2.0%
229OGSONE GAS INC$16.4M0.11%HELD
230BKRBAKER HUGHES CO$16.4M0.11%+11,300+4.4%
231BPBP PLC-SPONS ADR$16.4M0.11%-44,300-11.3%
232GTXGARRETT MOTION INC$16.3M0.11%-126,200-12.3%
233DVNDEVON ENERGY CORP$16.2M0.11%+13,100+4.2%
234NPOENPRO INC$16.1M0.11%-2,368-3.5%
235EIXEDISON INTERNATIONAL$16.1M0.11%-39,000-15.1%
236BMYBRISTOL-MYERS SQUIBB CO$16.0M0.11%-30,370-10.3%
237NOWSERVICENOW INC$16.0M0.11%+10,268+7.2%
238NSCNORFOLK SOUTHERN CORP$15.7M0.11%+3,750+7.3%
239BMIBADGER METER INC$15.7M0.11%+644+0.6%
240PORPORTLAND GENERAL ELECTRIC CO$15.7M0.11%-1,500-0.5%
241WMBWILLIAMS COS INC$15.7M0.11%-45,900-17.6%
242RESRPC INC$15.4M0.10%-1,306-0.1%
243ACAARCOSA INC$15.4M0.10%+854+0.6%
244FOXAFOX CORP - CLASS A$15.3M0.10%-6,500-2.4%
245SMPSTANDARD MOTOR PRODS$15.3M0.10%+184+0.0%
246EQNREQUINOR ASA-SPON ADR$15.2M0.10%-6,500-1.8%
247NXSTNEXSTAR MEDIA GROUP INC$15.0M0.10%-1,184-1.4%
248ANETARISTA NETWORKS INC$15.0M0.10%+2,220+1.9%
249BWABORGWARNER INC$14.8M0.10%-9,000-3.2%
250CMSCMS ENERGY CORP$14.7M0.10%HELD
251AINALBANY INTL CORP-CL A$14.7M0.10%+132,226+88.5%
252ADMARCHER-DANIELS-MIDLAND CO$14.6M0.10%-4,600-2.2%
253SBGISINCLAIR INC$14.5M0.10%+500+0.0%
254MRPMILLROSE PROPERTIES$14.4M0.10%+8,370+1.6%
255SXTSENSIENT TECHNOLOGIES CORP$14.4M0.10%+290+0.2%
256430TERNS PHARMACEUTICALS INC$14.3M0.10%+271,857NEW
257PFEPFIZER INC$14.3M0.10%-67,900-11.8%
258QQNITY ELECTRONICS INC$14.2M0.10%-4,449-3.5%
259ORCLORACLE CORP$14.2M0.10%-26,452-21.5%
260BLKBLACKROCK INC$14.1M0.10%HELD
261VODVODAFONE GROUP PLC-SP ADR$14.0M0.09%-20,100-2.1%
262SSSSSURO CAPITAL CORP$14.0M0.09%+41,894+3.3%
263APAAPA CORP$13.7M0.09%+16,700+5.4%
264AM6AMICUS THERAPEUTICS INC$13.6M0.09%+389,700+70.5%
265WBSWEBSTER FINANCIAL CORP$13.5M0.09%+173,750+862.3%
266CHDCHURCH & DWIGHT CO INC$13.4M0.09%HELD
267CHDNCHURCHILL DOWNS INC$13.4M0.09%+15,700+11.8%
268DBRGDIGITALBRIDGE GROUP INC$13.3M0.09%+437,950+102.4%
269AQNALGONQUIN POWER & UTILITIES$13.3M0.09%-15,527-0.7%
270ZBHZIMMER BIOMET HOLDINGS INC$13.3M0.09%+17,000+13.0%
271TNCTENNANT CO$13.3M0.09%+20,808+11.6%
272EPDENTERPRISE PRODUCTS PARTNERS$13.1M0.09%-16,000-4.4%
273APLSUSDAPELLIS PHARMACEUTICALS INC$12.9M0.09%+321,200NEW
274EMAEMERA INC$12.9M0.09%HELD
275BACBANK OF AMERICA CORP$12.7M0.09%-6,000-2.3%
276SJMJM SMUCKER CO/THE$12.6M0.09%+3,000+2.3%
277CITHE CIGNA GROUP$12.6M0.09%-3,060-6.1%
278K4FONESTREAM INC$12.6M0.08%+523,583NEW
279PAGPENSKE AUTOMOTIVE GROUP INC$12.6M0.08%HELD
280LBTYKLIBERTY GLOBAL LTD-C$12.5M0.08%+10,000+0.9%
281SCHWSCHWAB (CHARLES) CORP$12.5M0.08%+86,557+184.6%
282FCNCAFIRST CITIZENS BCSHS -CL A$12.5M0.08%+1,041+18.6%
283KVUEKENVUE INC$12.5M0.08%+301,350+71.2%
284CPRTCOPART INC$12.4M0.08%HELD
285DCODUCOMMUN INC$12.3M0.08%-2,851-2.7%
286PKOHPARK-OHIO HOLDINGS CORP$12.3M0.08%-400-0.1%
287TKOTKO GROUP HOLDINGS INC$12.3M0.08%-3,951-6.1%
288REZIRESIDEO TECHNOLOGIES INC$12.3M0.08%-92,355-20.3%
289HBANHUNTINGTON BANCSHARES INC$12.2M0.08%+279,356+56.1%
290DDDUPONT DE NEMOURS INC$12.1M0.08%-2,790-1.0%
291ABBVABBVIE INC$12.1M0.08%-25,600-31.5%
292TRGPTARGA RESOURCES CORP$12.1M0.08%+1,800+3.9%
293CNSCOHEN & STEERS INC$11.9M0.08%+52,400+38.0%
294CCKCROWN HOLDINGS INC$11.9M0.08%-545-0.5%
295CHECHEMED CORP$11.8M0.08%-2,813-8.3%
296SRSPIRE INC$11.6M0.08%HELD
297LMTLOCKHEED MARTIN CORP$11.5M0.08%+515+2.8%
298NVSNOVARTIS AG-SPONSORED ADR$11.5M0.08%HELD
299FWONALIBERTY MEDIA CORP-FORMULA-A$11.5M0.08%+17,950+13.8%
300BELFABEL FUSE INC-CL A$11.5M0.08%-1,400-2.2%
301GDENGOLDEN ENTERTAINMENT INC$11.3M0.08%+87,370+25.9%
302SXISTANDEX INTERNATIONAL CORP$11.3M0.08%-300-0.7%
303CXTCRANE NXT CO$11.2M0.08%+19,658+7.7%
304PGPROCTER & GAMBLE CO/THE$11.1M0.07%-3,000-3.8%
305USASAMERICAS GOLD AND SILVER COR$11.0M0.07%+2,100,000+14000.0%
306EQTEQT CORP$11.0M0.07%+11,700+7.3%
307FTITECHNIPFMC PLC$11.0M0.07%-21,350-11.8%
308AMDADVANCED MICRO DEVICES$10.9M0.07%+5,207+10.8%
309MKSIMKS INC$10.8M0.07%+32+0.1%
310ORAORMAT TECHNOLOGIES INC$10.7M0.07%+600+0.6%
311SKYCHAMPION HOMES INC$10.7M0.07%HELD
312FLR 1.125 08/15/29FLUOR CORP 1.125 08/15/29 CVT$10.6M0.07%HELD
313ULSUL SOLUTIONS INC - CLASS A$10.6M0.07%-200-0.2%
314ODCOIL-DRI CORP OF AMERICA$10.6M0.07%-500-0.3%
315PHPARKER HANNIFIN CORP$10.6M0.07%+2,302+24.2%
316T86TRI POINTE HOMES INC$10.6M0.07%+215,954+2128.9%
317MRSHMARSH & MCLENNAN COS$10.5M0.07%-300-0.5%
318SIRISIRIUS XM HOLDINGS INC$10.4M0.07%-82,124-15.4%
319MANUMANCHESTER UNITED PLC-CL A$10.4M0.07%+128,655+26.2%
320WWDWOODWARD INC$10.3M0.07%-125-0.4%
321BBIO 1.75 03/01/31BRIDGEBIO PHARMA INC 1.750 03/01/31 CVT$10.3M0.07%+6,050,000NEW
322INTUINTUIT INC$10.3M0.07%-640-2.6%
323CSNCSG SYSTEMS INTL INC$10.2M0.07%+48,465+61.3%
324TYLTYLER TECHNOLOGIES INC$10.2M0.07%-200-0.7%
325ATEXANTERIX INC$10.2M0.07%-39,107-12.8%
326CDNSCADENCE DESIGN SYS INC$10.1M0.07%-1,105-2.9%
327NGGNATIONAL GRID PLC-SP ADR$10.1M0.07%HELD
328KNFKNIFE RIVER CORP$10.1M0.07%+9,990+8.8%
329TEVATEVA PHARMACEUTICAL-SP ADR$10.0M0.07%-23,700-6.6%
330CPBTHE CAMPBELL'S COMPANY$10.0M0.07%-7,700-1.7%
331BRBRBELLRING BRANDS INC$10.0M0.07%+73,700+13.5%
332DAWNGBXDAY ONE BIOPHARMACEUTICALS I$10.0M0.07%+464,097NEW
333VMCVULCAN MATERIALS CO$9.9M0.07%-2,396-6.2%
334TTWOTAKE-TWO INTERACTIVE SOFTWRE$9.9M0.07%-3,600-6.7%
335TGTREDEGAR CORP$9.8M0.07%+23,000+1.9%
336OXYOCCIDENTAL PETROLEUM CORP$9.8M0.07%+57,400+61.3%
337FWONKLIBERTY MEDIA CORP C NEW -LIB-NEW-C$9.8M0.07%-6,282-5.2%
338MTBM & T BANK CORP$9.8M0.07%-2,530-5.1%
339HPE 7.625 09/01/27HP ENTERPRISE CO 7.625 09/01/27 CVT$9.7M0.07%HELD
340CCOCLEAR CHANNEL OUTDOOR HOLDIN$9.7M0.07%+673,227+19.7%
341BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SERV 6.750 02/01/27 CVT$9.7M0.07%HELD
342PRGOPERRIGO CO PLC$9.6M0.06%+205,311+29.8%
343TAT&T INC$9.6M0.06%-7,500-2.2%
344TAPMOLSON COORS BEVERAGE CO - B$9.5M0.06%+15,783+7.7%
345GHCGRAHAM HOLDINGS CO-CLASS B$9.5M0.06%HELD
346LAMRLAMAR ADVERTISING CO-A$9.5M0.06%+4,582+6.5%
347APAMPCO-PITTSBURGH CORP$9.4M0.06%-4,500-0.3%
348PNRPENTAIR PLC$9.4M0.06%HELD
349WRBWR BERKLEY CORP$9.3M0.06%-1,000-0.7%
350KRKROGER CO$9.3M0.06%-73,700-36.4%
351BCBRUNSWICK CORP$9.3M0.06%-3,716-2.8%
352GEF/BGREIF INC-CL B$9.2M0.06%HELD
353FTSFORTIS INC$9.2M0.06%-800-0.5%
354LECOLINCOLN ELECTRIC HOLDINGS$9.1M0.06%HELD
355NVTNVENT ELECTRIC PLC$9.1M0.06%-5,335-6.5%
356NOG 3.625 04/15/29NORTHERN OIL & GAS INC 3.625 04/15/29 CVT$8.9M0.06%HELD
357PPL 2.875 03/15/28PPL CAPITAL FUNDING INC 2.875 03/15/28 CVT$8.9M0.06%HELD
358MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC 7.500 03/15/28 CVT$8.9M0.06%HELD
359HTOH2O AMERICA$8.8M0.06%+1,992+1.3%
360ENRENERGIZER HOLDINGS INC$8.7M0.06%+26,500+5.2%
361RTXRTX CORP$8.7M0.06%-4,520-9.1%
362OUTOUTFRONT MEDIA INC$8.7M0.06%-5,429-1.6%
363SSBSOUTHSTATE BANK CORP$8.6M0.06%+1,848+2.0%
364GLDDGREAT LAKES DREDGE & DOCK CO$8.6M0.06%+505,543NEW
365SUSUNCOR ENERGY INC$8.6M0.06%+3,000+2.4%
366ENSGENSIGN GROUP INC/THE$8.6M0.06%-3,972-8.5%
367OPCHOPTION CARE HEALTH INC$8.6M0.06%-185,210-36.8%
368BABA 0.5 06/01/31ALIBABA GROUP HOLDING 0.500 06/01/31 CVT$8.5M0.06%+800,000+15.1%
369FFICFLUSHING FINANCIAL CORP$8.4M0.06%+75,050+15.9%
370BAXBAXTER INTERNATIONAL INC$8.4M0.06%+3,000+0.6%
371INVXINNOVEX INTERNATIONAL INC$8.3M0.06%-11,800-3.3%
372LHLABCORP HOLDINGS INC$8.3M0.06%-2,244-6.7%
373NTRSNORTHERN TRUST CORP$8.3M0.06%HELD
374COFCAPITAL ONE FINANCIAL CORP$8.3M0.06%+25,388+127.9%
375ICUIICU MEDICAL INC$8.2M0.06%-4,808-7.0%
376MDUMDU RESOURCES GROUP INC$8.2M0.06%-21,534-5.2%
377CORCENCORA INC$8.2M0.06%-18,440-41.5%
378STKLSUNOPTA INC$8.1M0.06%+1,232,300+4929.2%
379EXEEXPAND ENERGY CORP$8.1M0.05%+337+0.5%
380IDAIDACORP INC$7.9M0.05%-479-0.9%
381BIOBIO-RAD LABORATORIES-A$7.9M0.05%-5,400-16.0%
382PNFPPINNACLE FINANCIAL PARTNERS$7.9M0.05%+91,731NEW
383COLBCOLUMBIA BANKING SYSTEM INC$7.9M0.05%+20,409+7.6%
384HIGHARTFORD INSURANCE GROUP INC$7.9M0.05%-16,850-22.5%
385MGMMGM RESORTS INTERNATIONAL$7.9M0.05%-10,600-4.7%
386KHCKRAFT HEINZ CO/THE$7.8M0.05%+53,800+18.3%
387HTZHERTZ GLOBAL HLDGS INC$7.8M0.05%+36,000+2.2%
388HCAHCA HEALTHCARE INC$7.7M0.05%-1,130-6.5%
389DELLDELL TECHNOLOGIES -C$7.6M0.05%+15,150+49.0%
390WTFCWINTRUST FINANCIAL CORP$7.5M0.05%-1,306-2.4%
391CTRECARETRUST REIT INC$7.5M0.05%-12,836-5.9%
392SRESEMPRA$7.5M0.05%-6,630-7.9%
393AMXAMERICA MOVIL SAB DE CV$7.5M0.05%HELD
394ROGROGERS CORP$7.5M0.05%-3,398-4.6%
395PRIMPRIMORIS SERVICES CORP$7.5M0.05%-8,628-14.2%
396AIRAAR CORP$7.4M0.05%-9,042-11.8%
397BDXBECTON DICKINSON AND CO$7.4M0.05%+2,708+6.1%
398EENI SPA-SPONSORED ADR$7.4M0.05%HELD
399WEC 4.375 06/01/29WEC ENERGY GROUP INC 4.375 06/01/29 CVT$7.3M0.05%HELD
400LILALIBERTY LATIN AMER A$7.3M0.05%HELD
401OPLNOPENLANE INC$7.3M0.05%HELD
402MUMICRON TECHNOLOGY INC$7.3M0.05%+2,000+10.3%
403NVRNVR INC$7.2M0.05%HELD
404TMOTHERMO FISHER SCIENTIFIC INC$7.2M0.05%-350-2.3%
405VICIVICI PROPERTIES INC$7.2M0.05%+42,662+19.4%
406ZTSZOETIS INC$7.1M0.05%-800-1.3%
407SBHSALLY BEAUTY HOLDINGS INC$7.1M0.05%-10,200-2.0%
408LYVLIVE NATION ENTERTAINMENT IN$7.1M0.05%-5,432-10.5%
409EQIXEQUINIX INC$7.1M0.05%-100-1.4%
410LIONLIONSGATE STUDIOS HOLDING CO$7.0M0.05%+94,600+14.9%
411VIRTVIRTU FINANCIAL INC-CLASS A$6.9M0.05%-3,690-2.3%
412LOWLOWE'S COS INC$6.9M0.05%-10,355-26.1%
413BYDBOYD GAMING CORP$6.9M0.05%-4,600-5.2%
414MTXMINERALS TECHNOLOGIES INC$6.9M0.05%+4,064+4.4%
415CMTCORE MOLDING TECHNOLOGIES IN$6.9M0.05%HELD
416MIRMIRION TECHNOLOGIES INC$6.8M0.05%-62,270-14.5%
417FBINFORTUNE BRANDS INNOVATIONS I$6.8M0.05%+7,536+4.5%
418MNROMONRO INC$6.8M0.05%+176,100+71.4%
419GLIBKGCI LIBERTY INC-CL C$6.8M0.05%+17,773+10.8%
420TMTOYOTA MOTOR CORP -SPON ADR$6.7M0.05%+6,800+26.2%
421NEE 7.234 11/01/27NEXTERA ENERGY INC 7.234 11/01/27 CVT$6.7M0.05%HELD
422VCTRVICTORY CAPITAL HOLDING - A$6.7M0.05%+612+0.6%
423TSMTAIWAN SEMICONDUCTOR-SP ADR$6.7M0.05%-180-0.9%
424AAPADVANCE AUTO PARTS INC$6.6M0.04%+39,574+45.8%
425TRSTTRUSTCO BANK CORP NY$6.6M0.04%+38,450+34.0%
426MIDDMIDDLEBY CORP$6.6M0.04%HELD
427UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC 0.875 12/01/28 SR:2028 CVT$6.6M0.04%HELD
428GCADGBL AERO & DEF$6.6M0.04%+117,500+783.3%
429OLNOLIN CORP$6.6M0.04%-2,658-1.2%
430EDCONSOLIDATED EDISON INC$6.6M0.04%-500-0.9%
431HXLHEXCEL CORP$6.5M0.04%+4,945+6.5%
432ENTGENTEGRIS INC$6.5M0.04%+1,600+3.0%
433CHTRCHARTER COMMUNICATIONS INC-A$6.5M0.04%+100+0.3%
434BRSLBRIGHTSTAR LOTTERY PLC$6.5M0.04%+31,000+6.5%
435OIIOCEANEERING INTL INC$6.5M0.04%-4,948-2.6%
436NWSANEWS CORP - CLASS A$6.4M0.04%HELD
437IMXIINTERNATIONAL MONEY EXPRESS$6.4M0.04%+25,698+6.8%
438OSKOSHKOSH CORP$6.4M0.04%-3,327-7.1%
439OSIS 2.25 08/01/29OSI SYSTEMS INC 2.250 08/01/29 CVT$6.4M0.04%HELD
440CPKCHESAPEAKE UTILITIES CORP$6.3M0.04%HELD
441MCKMCKESSON CORP$6.3M0.04%-1,519-17.2%
442GISGENERAL MILLS INC$6.3M0.04%-8,000-4.5%
443TTCTORO CO$6.3M0.04%+1,500+2.3%
444ANIP 2.25 09/01/29ANI PHARMACEUTICALS INC 2.250 09/01/29 CVT$6.3M0.04%HELD
445CBCHUBB LTD$6.3M0.04%+7,271+60.9%
446AVAV 0 07/15/30AEROVIRONMENT INC 0.000 07/15/30 CVT$6.3M0.04%HELD
447APLD 2.75 06/01/30APPLIED DIGITAL CORP 2.750 06/01/30 CVT$6.2M0.04%HELD
448EPCEDGEWELL PERSONAL CARE CO$6.2M0.04%-30,000-9.4%
449FLOFLOWERS FOODS INC$6.1M0.04%-30,000-3.8%
450FISVFISERV INC$6.1M0.04%+4,517+4.3%
451HUBBHUBBELL INC$6.1M0.04%-2,507-16.8%
452RIOT 0.75 01/15/30RIOT PLATFORMS INC 0.750 01/15/30 CVT$6.1M0.04%HELD
453ECGEVERUS CONSTRUCTION GROUP$6.1M0.04%-10,707-17.2%
454RACEFERRARI NV$6.1M0.04%-291-1.6%
455628SEMRUSH HOLDINGS INC-A$6.1M0.04%+289,900+131.7%
456SAMBOSTON BEER COMPANY INC-A$6.1M0.04%-600-2.2%
457AZOAUTOZONE INC$6.1M0.04%+300+20.0%
458TWINTWIN DISC INC$6.0M0.04%+6,000+1.5%
459SEI 0.25 10/01/31SOLARIS ENERGY INFRASTRU 0.250 10/01/31 CVT$6.0M0.04%+1,200,000+33.3%
460OROR ROYALTIES INC$6.0M0.04%-25,780-14.0%
461WYWEYERHAEUSER CO$6.0M0.04%+20,955+9.3%
462LLYVALIBERTY LIVE HOLDINGS-A$6.0M0.04%+10,242+18.5%
463MGRCMCGRATH RENTCORP$6.0M0.04%+4,943+10.0%
464ICEINTERCONTINENTAL EXCHANGE IN$6.0M0.04%+655+1.8%
465FAFFIRST AMERICAN FINANCIAL$6.0M0.04%+19,600+24.7%
466CZRCAESARS ENTERTAINMENT INC$6.0M0.04%-9,629-4.1%
467PCGP G & E CORP$5.9M0.04%HELD
468KBHKB HOME$5.9M0.04%-1,817-1.6%
469XIFRXPLR INFRASTRUCTURE LP$5.9M0.04%+51,550+10.3%
470VEONVEON LTD$5.8M0.04%-2,000-1.6%
471CMS 3.375 05/01/28CMS ENERGY CORP 3.375 05/01/28 CVT$5.8M0.04%HELD
472NIQNIQ GLOBAL INTELLIGENCE PLC$5.7M0.04%+33,000+7.0%
473SUNBSUNBELT RENTALS HOLDINGS INC.$5.7M0.04%+87,500NEW
474NRGNRG ENERGY INC$5.7M0.04%-1,013-2.5%
475ALLYALLY FINANCIAL INC$5.6M0.04%+103,250+256.8%
476WYNNWYNN RESORTS LTD$5.5M0.04%-500-0.9%
477MLABMESA LABORATORIES INC$5.5M0.04%+1,775+2.9%
478STAGSTAG INDUSTRIAL INC$5.5M0.04%-3,819-2.4%
479ABMABM INDUSTRIES INC$5.5M0.04%+14,149+11.0%
480HWKNHAWKINS INC$5.5M0.04%HELD
481BVEDIAMOND HILL INVESTMENT GRP$5.4M0.04%-19,461-38.1%
482CTRACOTERRA ENERGY INC$5.4M0.04%-48,000-23.7%
483KEPKOREA ELEC POWER CORP-SP ADR$5.4M0.04%HELD
484VSEC 5.75 02/01/29VSE CORP 5.750 02/01/29 CVT$5.4M0.04%+97,000NEW
485MOG/BMOOG INC-CLASS B$5.4M0.04%HELD
486SMGSCOTTS MIRACLE-GRO CO$5.4M0.04%+13,300+17.8%
487TIPTTIPTREE INC$5.3M0.04%+241,389+329.4%
488CNPCENTERPOINT ENERGY INC$5.3M0.04%HELD
489UNHUNITEDHEALTH GROUP INC$5.3M0.04%+1,680+9.4%
490TRCTEJON RANCH CO$5.3M0.04%+17,000+6.5%
491KMTKENNAMETAL INC$5.3M0.04%-500-0.3%
492INSWINTERNATIONAL SEAWAYS INC$5.2M0.04%-13,273-15.6%
493IVZINVESCO LTD$5.2M0.04%HELD
494LYV 2.875 01/15/30LIVE NATION ENTERTAINMEN 2.875 01/15/30 CVT$5.2M0.04%HELD
495SHWSHERWIN-WILLIAMS CO/THE$5.2M0.03%+600+3.9%
496WTTRSELECT WATER SOLUTIONS INC$5.2M0.03%+5,525+1.7%
497AUBATLANTIC UNION BANKSHARES CO$5.1M0.03%+22,433+18.5%
498SSPEW SCRIPPS CO NEW$5.1M0.03%+258,908+23.2%
499DTEDTE ENERGY COMPANY$5.1M0.03%HELD
500CASYCASEY'S GENERAL STORES INC$5.1M0.03%HELD

Source: SEC EDGAR · accession 0001140361-26-021337. 13F discloses long positions only — shorts, foreign equities, and options are excluded.