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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

Other$11.52BGL

Top holdings· first 500 of 1264

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NEMNEWMONT CORP$95.764.84%54.62%90.90%$238.8M1.61%HELD
2NVDANVIDIA CORP$195.042.65%9.52%751.61%$223.5M1.51%HELD
3NFGNATIONAL FUEL GAS CO$82.471.89%-4.78%81.44%$219.1M1.48%HELD
4AMEAMETEK INC$240.012.02%29.82%78.74%$199.1M1.34%HELD
5MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$183.0M1.24%HELD
6NEENEXTERA ENERGY INC$87.93-0.60%29.29%19.57%$177.7M1.20%HELD
7MAMASTERCARD INC - A$577.352.49%3.76%71.76%$168.0M1.13%HELD
8BKBANK OF NEW YORK MELLON CORP$147.9M1.00%HELD
9GATXGATX CORP$181.700.04%23.55%116.66%$144.4M0.98%HELD
10DEDEERE & CO$599.47-1.88%21.16%69.35%$138.7M0.94%HELD
11MLIMUELLER INDUSTRIES INC$66.862.23%62.16%541.46%$136.3M0.92%HELD
12AXPAMERICAN EXPRESS CO$337.521.82%15.92%116.12%$133.3M0.90%HELD
13AMZNAMAZON.COM INC$235.503.90%5.54%30.60%$128.1M0.86%HELD
14MSGSMADISON SQUARE GARDEN SPORTS$405.051.64%102.98%134.56%$125.6M0.85%HELD
15CRCRANE CO$214.183.60%11.34%203.25%$122.5M0.83%HELD
16RSGREPUBLIC SERVICES INC$211.33-3.46%-7.54%81.31%$120.1M0.81%HELD
17GOOGALPHABET INC-CL C$333.68-0.62%77.27%132.86%$110.9M0.75%HELD
18XOMEXXON MOBIL CORP$156.970.14%47.45%240.22%$107.6M0.73%HELD
19SONYSONY GROUP CORP - SP ADR$22.77-2.15%-4.51%15.29%$107.6M0.73%HELD
20AAPLAPPLE INC$333.43-1.41%65.41%124.96%$107.1M0.72%HELD
21GOOGLALPHABET INC-CL A$333.66-0.91%76.18%131.67%$99.1M0.67%HELD
22KKRKKR & CO INC$100.981.71%-29.97%60.55%$98.8M0.67%HELD
23METAMETA PLATFORMS INC-CLASS A$539.03-7.95%-21.66%55.72%$96.7M0.65%HELD
24LLYELI LILLY & CO$1154.97-4.55%54.61%373.33%$96.1M0.65%HELD
25LEN/BLENNAR CORP - B SHS$96.1M0.65%HELD
26ORLYO'REILLY AUTOMOTIVE INC$87.36-3.61%-8.57%128.83%$95.5M0.64%HELD
27CVXCHEVRON CORP$192.310.23%31.24%138.73%$92.5M0.62%HELD
28BRK/ABERKSHIRE HATHAWAY INC-CL A$91.9M0.62%HELD
29GEGE AEROSPACE$355.041.26%32.47%453.71%$88.2M0.60%HELD
30JPMJPMORGAN CHASE & CO$350.851.78%21.40%144.23%$87.5M0.59%HELD
31EVRGEVERGY INC$83.25-0.89%$85.3M0.58%HELD
32AVGOBROADCOM INC$387.844.73%$85.3M0.58%HELD
33TXTTEXTRON INC$87.091.68%$85.1M0.57%HELD
34SWXSOUTHWEST GAS HOLDINGS INC$90.30-1.63%$84.0M0.57%HELD
35NFLXNETFLIX INC$73.17-0.62%$82.4M0.56%HELD
36FLSFLOWSERVE CORP$75.327.69%$80.3M0.54%HELD
37CNHCNH INDUSTRIAL NV$10.32-4.09%$77.9M0.53%HELD
38AEPAMERICAN ELECTRIC POWER$127.78-1.25%$77.6M0.52%HELD
39HONHONEYWELL INTERNATIONAL INC$241.910.33%$76.6M0.52%HELD
40ITTITT INC$193.001.15%$76.6M0.52%HELD
41OKEONEOK INC$89.07-1.03%$76.5M0.52%HELD
42CATCATERPILLAR INC$809.143.38%$74.8M0.50%HELD
43GPCGENUINE PARTS CO$124.83-3.96%$73.1M0.49%HELD
44FCXFREEPORT-MCMORAN INC$63.445.75%$69.7M0.47%HELD
45WECWEC ENERGY GROUP INC$110.05-1.11%$67.8M0.46%HELD
46TXNTEXAS INSTRUMENTS INC$278.762.75%$67.4M0.46%HELD
47COPCONOCOPHILLIPS$119.030.82%$66.0M0.45%HELD
48COSTCOSTCO WHOLESALE CORP$954.17-2.04%$64.7M0.44%HELD
49CWCURTISS-WRIGHT CORP$716.665.48%$64.5M0.44%HELD
50TDSTELEPHONE AND DATA SYSTEMS$33.58-1.09%$63.9M0.43%HELD
51GEVGE VERNOVA INC$981.989.07%$62.7M0.42%HELD
52WBDWARNER BROS DISCOVERY INC$25.47-0.66%$62.4M0.42%HELD
53SPHRSPHERE ENTERTAINMENT CO$148.325.81%$61.3M0.41%HELD
54KGCKINROSS GOLD CORP$23.621.77%$60.6M0.41%HELD
55AESAES CORP$14.850.20%$59.7M0.40%HELD
56VVISA INC-CLASS A SHARES$366.27-0.67%$59.6M0.40%HELD
57RCIROGERS COMMUNICATIONS INC-B$34.08-2.13%$57.5M0.39%HELD
58BATRKATLANTA BRAVES HLDS C IN-C$50.80-0.80%$56.0M0.38%HELD
59DCIDONALDSON CO INC$92.660.17%$55.5M0.37%HELD
60RGLDROYAL GOLD INC$203.043.87%$53.9M0.36%HELD
61XYLXYLEM INC$116.82-4.35%$53.8M0.36%HELD
62STTSTATE STREET CORP$182.823.85%$53.3M0.36%HELD
63AEEAMEREN CORPORATION$108.75-1.11%$53.0M0.36%HELD
64ESEVERSOURCE ENERGY$73.84-1.23%$52.9M0.36%HELD
65OGEOGE ENERGY CORP$47.26-1.11%$52.8M0.36%HELD
66MPCMARATHON PETROLEUM CORP$314.081.74%$52.5M0.35%HELD
67TXNMTXNM ENERGY INC$57.970.49%$52.2M0.35%HELD
68GGGGRACO INC$79.99-1.50%$51.1M0.35%HELD
69DEODIAGEO PLC-SPONSORED ADR$89.06-0.11%$49.1M0.33%HELD
70HRIHERC HOLDINGS INC$145.922.03%$49.0M0.33%HELD
71PMPHILIP MORRIS INTERNATIONAL$192.00-3.25%$48.5M0.33%HELD
72SPGIS&P GLOBAL INC$415.00-1.11%$48.0M0.32%HELD
73GRCGORMAN-RUPP CO$80.692.83%$47.7M0.32%HELD
74JCIJOHNSON CONTROLS INTERNATION$143.883.20%$46.9M0.32%HELD
75BBARRICK MINING CORP$37.703.69%$45.6M0.31%HELD
76ANAUTONATION INC$214.65-6.67%$44.8M0.30%HELD
77WTSWATTS WATER TECHNOLOGIES-A$344.122.37%$44.7M0.30%HELD
78SDASEALED AIR CORP$0.781.16%$44.3M0.30%HELD
79GTLSCHART INDUSTRIES INC$43.9M0.30%HELD
80BATRAATLANTA BRAVES HLDS A IN-A$54.36-0.77%$43.3M0.29%HELD
81ENBENBRIDGE INC$55.430.53%$43.2M0.29%HELD
82DANDANA INC$27.060.93%$43.2M0.29%HELD
83XELXCEL ENERGY INC$78.23-0.66%$42.2M0.29%HELD
84WMT2WELLS FARGO & CO$41.8M0.28%HELD
85AUANGLOGOLD ASHANTI PLC$82.335.73%$41.5M0.28%HELD
86ASMLASML HOLDING NV-NY REG SHS$1651.446.50%$41.4M0.28%HELD
87WMWASTE MANAGEMENT INC$226.33-4.34%$41.1M0.28%HELD
88DUKDUKE ENERGY CORP$126.27-2.18%$41.1M0.28%HELD
89PNCPNC FINANCIAL SERVICES GROUP$248.710.09%$41.0M0.28%HELD
90HALHALLIBURTON CO$31.641.44%$41.0M0.28%HELD
91OTTROTTER TAIL CORP$89.40-1.51%$41.0M0.28%HELD
92RHPRYMAN HOSPITALITY PROPERTIES$133.25-1.71%$40.9M0.28%HELD
93PCARPACCAR INC$133.76-0.08%$40.0M0.27%HELD
94MODMODINE MANUFACTURING CO$193.918.91%$39.2M0.26%HELD
95SLBSLB LTD$48.91-0.10%$39.1M0.26%HELD
96CCJCAMECO CORP$88.234.33%$39.0M0.26%HELD
97ETNEATON CORP PLC$386.896.91%$38.9M0.26%HELD
98WPMWHEATON PRECIOUS METALS CORP$113.383.58%$38.6M0.26%HELD
99SOSOUTHERN CO/THE$94.34-1.78%$38.4M0.26%HELD
100ROLROLLINS INC$38.35-1.03%$38.3M0.26%HELD
101MDLZMONDELEZ INTERNATIONAL INC-A$38.3M0.26%HELD
102EGOELDORADO GOLD CORP$38.2M0.26%HELD
103GSGOLDMAN SACHS GROUP INC$37.7M0.25%HELD
104SHELSHELL PLC-ADR$37.6M0.25%HELD
105BKHBLACK HILLS CORP$36.8M0.25%HELD
106NWENORTHWESTERN ENERGY GROUP IN$36.2M0.24%HELD
107PAASPAN AMERICAN SILVER CORP USD$36.2M0.24%HELD
108IAGIAMGOLD CORP$36.2M0.24%HELD
109TSLATESLA INC$36.0M0.24%HELD
110EAELECTRONIC ARTS INC$35.1M0.24%HELD
111MRKMERCK & CO. INC.$34.7M0.23%HELD
112BABOEING CO/THE$34.4M0.23%HELD
113RUSHBRUSH ENTERPRISES INC - CL B$34.1M0.23%HELD
114SATSECHOSTAR CORP-A$33.9M0.23%HELD
115TMUST-MOBILE US INC$33.8M0.23%HELD
116PNWPINNACLE WEST CAPITAL$33.6M0.23%HELD
117IEXIDEX CORP$33.4M0.23%HELD
118EQXEQUINOX GOLD CORP USD$33.3M0.23%HELD
119LHXL3HARRIS TECHNOLOGIES INC$33.0M0.22%HELD
120JOEST JOE CO/THE$32.7M0.22%HELD
121FNVFRANCO-NEVADA CORP$32.6M0.22%HELD
122IMKTAINGLES MARKETS INC-CLASS A$32.5M0.22%HELD
123TTTRANE TECHNOLOGIES PLC$32.4M0.22%HELD
124AEMAGNICO EAGLE MINES LTD$32.4M0.22%HELD
125URIUNITED RENTALS INC$32.0M0.22%HELD
126DISWALT DISNEY CO/THE$31.8M0.21%HELD
127MYEMYERS INDUSTRIES INC$31.7M0.21%HELD
128HWMHOWMET AEROSPACE INC$31.5M0.21%HELD
129ROKROCKWELL AUTOMATION INC$31.4M0.21%HELD
130BHPBHP GROUP LTD-SPON ADR$31.4M0.21%HELD
131GLWCORNING INC$31.3M0.21%HELD
132JNJJOHNSON & JOHNSON$31.1M0.21%HELD
133FOXFOX CORP - CLASS B$30.8M0.21%HELD
134WCNWASTE CONNECTIONS INC$30.5M0.21%HELD
135ORLAORLA MINING LTD$30.4M0.21%HELD
136MSMORGAN STANLEY$29.9M0.20%HELD
137ASTEASTEC INDUSTRIES INC$29.8M0.20%HELD
138MSGEMADISON SQUARE GARDEN ENTERT$29.5M0.20%HELD
139CCITIGROUP INC$29.0M0.20%HELD
140HO1HOLOGIC INC$28.9M0.20%HELD
141MOG/AMOOG INC-CLASS A$28.4M0.19%HELD
142TKRTIMKEN CO$27.8M0.19%HELD
143NWNNORTHWEST NATURAL HOLDING CO$27.7M0.19%HELD
144TIGOMILLICOM INTL CELLULAR S.A.$27.5M0.19%HELD
145ISRGINTUITIVE SURGICAL INC$27.4M0.18%HELD
146EOGEOG RESOURCES INC$27.0M0.18%HELD
147KMIKINDER MORGAN INC$27.0M0.18%HELD
148VSNTVERSANT MEDIA GROUP INC$26.6M0.18%HELD
149TSATTELESAT CORP$25.9M0.17%HELD
150RIORIO TINTO PLC-SPON ADR$25.8M0.17%HELD
151CMCSACOMCAST CORP-CLASS A$25.7M0.17%HELD
152DDOMINION ENERGY INC$25.7M0.17%HELD
153GEFGREIF INC-CL A$25.3M0.17%HELD
154TTETOTALENERGIES SE$25.2M0.17%HELD
155AGIALAMOS GOLD INC-CLASS A$25.2M0.17%HELD
156LNTALLIANT ENERGY CORP$25.2M0.17%HELD
157SYKSTRYKER CORP$25.0M0.17%HELD
158ADARRAY DIGITAL INFRASTRUCTURE$25.0M0.17%HELD
159BRK/BBERKSHIRE HATHAWAY INC-CL B$24.9M0.17%HELD
160PEPPEPSICO INC$24.9M0.17%HELD
161CVCOCAVCO INDUSTRIES INC$24.8M0.17%HELD
162ETENERGY TRANSFER LP$24.8M0.17%HELD
163LLOEWS CORP$24.8M0.17%HELD
164AMATAPPLIED MATERIALS INC$24.7M0.17%HELD
165VMIVALMONT INDUSTRIES$24.5M0.17%HELD
166APHAMPHENOL CORP-CL A$24.5M0.17%HELD
167IBKRINTERACTIVE BROKERS GRO-CL A$24.4M0.16%HELD
168BF/ABROWN-FORMAN CORP-CLASS A$24.1M0.16%HELD
169MCOMOODY'S CORP$23.8M0.16%HELD
170PPLPPL CORP$23.7M0.16%HELD
171WTRGESSENTIAL UTILITIES INC$23.7M0.16%HELD
172PSXPHILLIPS 66$23.5M0.16%HELD
173UGIUGI CORP$23.1M0.16%HELD
174TVGRUPO TELEVISA SA-SPON ADR$22.8M0.15%HELD
175ACLXGBXARCELLX INC$22.5M0.15%HELD
176CTSCTS CORP$22.4M0.15%HELD
177MASIMASIMO CORP$22.4M0.15%HELD
178FMXFOMENTO ECONOMICO MEX-SP ADR$22.3M0.15%HELD
179CWANCLEARWATER ANALYTICS HDS-A$22.2M0.15%HELD
180KOCOCA-COLA CO/THE$22.0M0.15%HELD
181GFFGRIFFON CORP$21.7M0.15%HELD
182SPOTSPOTIFY TECHNOLOGY SA$21.4M0.14%HELD
183HSICHENRY SCHEIN INC$21.3M0.14%HELD
184CEGCONSTELLATION ENERGY$21.2M0.14%HELD
185ALAIR LEASE CORP$21.0M0.14%HELD
186MGEEMGE ENERGY INC$21.0M0.14%HELD
187AZZAZZ INC$20.9M0.14%HELD
188VZVERIZON COMMUNICATIONS INC$20.9M0.14%HELD
189TELTE CONNECTIVITY PLC$20.7M0.14%HELD
190BCEBCE INC$20.5M0.14%HELD
191PEGPUBLIC SERVICE ENTERPRISE GP$20.5M0.14%HELD
192BSXBOSTON SCIENTIFIC CORP$20.4M0.14%HELD
193EXCEXELON CORP$20.2M0.14%HELD
194AMGNAMGEN INC$20.1M0.14%HELD
195FEFIRSTENERGY CORP$20.0M0.13%HELD
196JHGJANUS HENDERSON GROUP PLC$20.0M0.13%HELD
197CRWDCROWDSTRIKE HOLDINGS INC - A$19.8M0.13%HELD
198AMTAMERICAN TOWER CORP$19.7M0.13%HELD
199STRTSTRATTEC SECURITY CORP$19.4M0.13%HELD
200VLOVALERO ENERGY CORP$19.4M0.13%HELD
201GMEDGLOBUS MEDICAL INC - A$19.4M0.13%HELD
202FANGDIAMONDBACK ENERGY INC$19.3M0.13%HELD
203FSSFEDERAL SIGNAL CORP$19.3M0.13%HELD
204WMTWALMART INC$19.3M0.13%HELD
205NOCNORTHROP GRUMMAN CORP$19.2M0.13%HELD
206AVAAVISTA CORP$19.0M0.13%HELD
207HPEHEWLETT PACKARD ENTERPRISE$18.9M0.13%HELD
208NATHNATHAN'S FAMOUS INC$18.8M0.13%HELD
209CVSCVS HEALTH CORP$18.7M0.13%HELD
210PENPENUMBRA INC$18.6M0.13%HELD
211FULH.B. FULLER CO.$18.6M0.13%HELD
212MWAMUELLER WATER PRODUCTS INC-A$18.5M0.13%HELD
213POSTPOST HOLDINGS INC$18.4M0.12%HELD
214NINISOURCE INC$18.3M0.12%HELD
215BXBLACKSTONE INC$18.3M0.12%HELD
216TRVTRAVELERS COS INC/THE$18.2M0.12%HELD
217GOLSGBELI OP IN LIV AND SPRT ETF$18.1M0.12%HELD
218LBRDKLIBERTY BROAD C$18.0M0.12%HELD
219FELEFRANKLIN ELECTRIC CO INC$17.9M0.12%HELD
220SPBSPECTRUM BRANDS HOLDINGS INC$17.7M0.12%HELD
221TRNTRINITY INDUSTRIES INC$17.7M0.12%HELD
222AWKAMERICAN WATER WORKS CO INC$17.4M0.12%HELD
223LLYVKLIBERTY LIVE HOLDINGS-C$17.2M0.12%HELD
224ATOATMOS ENERGY CORP$17.2M0.12%HELD
225LBTYALIBERTY GLOBAL LTD-A$17.0M0.12%HELD
226GFIGOLD FIELDS LTD-SPONS ADR$17.0M0.11%HELD
227GABFGABELLI FIN SRVCS OPP ETF$17.0M0.11%HELD
228TROWT ROWE PRICE GROUP INC$16.6M0.11%HELD
229OGSONE GAS INC$16.4M0.11%HELD
230BKRBAKER HUGHES CO$16.4M0.11%HELD
231BPBP PLC-SPONS ADR$16.4M0.11%HELD
232GTXGARRETT MOTION INC$16.3M0.11%HELD
233DVNDEVON ENERGY CORP$16.2M0.11%HELD
234NPOENPRO INC$16.1M0.11%HELD
235EIXEDISON INTERNATIONAL$16.1M0.11%HELD
236BMYBRISTOL-MYERS SQUIBB CO$16.0M0.11%HELD
237NOWSERVICENOW INC$16.0M0.11%HELD
238NSCNORFOLK SOUTHERN CORP$15.7M0.11%HELD
239BMIBADGER METER INC$15.7M0.11%HELD
240PORPORTLAND GENERAL ELECTRIC CO$15.7M0.11%HELD
241WMBWILLIAMS COS INC$15.7M0.11%HELD
242RESRPC INC$15.4M0.10%HELD
243ACAARCOSA INC$15.4M0.10%HELD
244FOXAFOX CORP - CLASS A$15.3M0.10%HELD
245SMPSTANDARD MOTOR PRODS$15.3M0.10%HELD
246EQNREQUINOR ASA-SPON ADR$15.2M0.10%HELD
247NXSTNEXSTAR MEDIA GROUP INC$15.0M0.10%HELD
248ANETARISTA NETWORKS INC$15.0M0.10%HELD
249BWABORGWARNER INC$14.8M0.10%HELD
250CMSCMS ENERGY CORP$14.7M0.10%HELD
251AINALBANY INTL CORP-CL A$14.7M0.10%HELD
252ADMARCHER-DANIELS-MIDLAND CO$14.6M0.10%HELD
253SBGISINCLAIR INC$14.5M0.10%HELD
254MRPMILLROSE PROPERTIES$14.4M0.10%HELD
255SXTSENSIENT TECHNOLOGIES CORP$14.4M0.10%HELD
256430TERNS PHARMACEUTICALS INC$14.3M0.10%HELD
257PFEPFIZER INC$14.3M0.10%HELD
258QQNITY ELECTRONICS INC$14.2M0.10%HELD
259ORCLORACLE CORP$14.2M0.10%HELD
260BLKBLACKROCK INC$14.1M0.10%HELD
261VODVODAFONE GROUP PLC-SP ADR$14.0M0.09%HELD
262SSSSSURO CAPITAL CORP$14.0M0.09%HELD
263APAAPA CORP$13.7M0.09%HELD
264AM6AMICUS THERAPEUTICS INC$13.6M0.09%HELD
265WBSWEBSTER FINANCIAL CORP$13.5M0.09%HELD
266CHDCHURCH & DWIGHT CO INC$13.4M0.09%HELD
267CHDNCHURCHILL DOWNS INC$13.4M0.09%HELD
268DBRGDIGITALBRIDGE GROUP INC$13.3M0.09%HELD
269AQNALGONQUIN POWER & UTILITIES$13.3M0.09%HELD
270ZBHZIMMER BIOMET HOLDINGS INC$13.3M0.09%HELD
271TNCTENNANT CO$13.3M0.09%HELD
272EPDENTERPRISE PRODUCTS PARTNERS$13.1M0.09%HELD
273APLSUSDAPELLIS PHARMACEUTICALS INC$12.9M0.09%HELD
274EMAEMERA INC$12.9M0.09%HELD
275BACBANK OF AMERICA CORP$12.7M0.09%HELD
276SJMJM SMUCKER CO/THE$12.6M0.09%HELD
277CITHE CIGNA GROUP$12.6M0.09%HELD
278K4FONESTREAM INC$12.6M0.08%HELD
279PAGPENSKE AUTOMOTIVE GROUP INC$12.6M0.08%HELD
280LBTYKLIBERTY GLOBAL LTD-C$12.5M0.08%HELD
281SCHWSCHWAB (CHARLES) CORP$12.5M0.08%HELD
282FCNCAFIRST CITIZENS BCSHS -CL A$12.5M0.08%HELD
283KVUEKENVUE INC$12.5M0.08%HELD
284CPRTCOPART INC$12.4M0.08%HELD
285DCODUCOMMUN INC$12.3M0.08%HELD
286PKOHPARK-OHIO HOLDINGS CORP$12.3M0.08%HELD
287TKOTKO GROUP HOLDINGS INC$12.3M0.08%HELD
288REZIRESIDEO TECHNOLOGIES INC$12.3M0.08%HELD
289HBANHUNTINGTON BANCSHARES INC$12.2M0.08%HELD
290DDDUPONT DE NEMOURS INC$12.1M0.08%HELD
291ABBVABBVIE INC$12.1M0.08%HELD
292TRGPTARGA RESOURCES CORP$12.1M0.08%HELD
293CNSCOHEN & STEERS INC$11.9M0.08%HELD
294CCKCROWN HOLDINGS INC$11.9M0.08%HELD
295CHECHEMED CORP$11.8M0.08%HELD
296SRSPIRE INC$11.6M0.08%HELD
297LMTLOCKHEED MARTIN CORP$11.5M0.08%HELD
298NVSNOVARTIS AG-SPONSORED ADR$11.5M0.08%HELD
299FWONALIBERTY MEDIA CORP-FORMULA-A$11.5M0.08%HELD
300BELFABEL FUSE INC-CL A$11.5M0.08%HELD
301GDENGOLDEN ENTERTAINMENT INC$11.3M0.08%HELD
302SXISTANDEX INTERNATIONAL CORP$11.3M0.08%HELD
303CXTCRANE NXT CO$11.2M0.08%HELD
304PGPROCTER & GAMBLE CO/THE$11.1M0.07%HELD
305USASAMERICAS GOLD AND SILVER COR$11.0M0.07%HELD
306EQTEQT CORP$11.0M0.07%HELD
307FTITECHNIPFMC PLC$11.0M0.07%HELD
308AMDADVANCED MICRO DEVICES$10.9M0.07%HELD
309MKSIMKS INC$10.8M0.07%HELD
310ORAORMAT TECHNOLOGIES INC$10.7M0.07%HELD
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%HELD
314ODCOIL-DRI CORP OF AMERICA$10.6M0.07%HELD
315PHPARKER HANNIFIN CORP$10.6M0.07%HELD
316T86TRI POINTE HOMES INC$10.6M0.07%HELD
317MRSHMARSH & MCLENNAN COS$10.5M0.07%HELD
318SIRISIRIUS XM HOLDINGS INC$10.4M0.07%HELD
319MANUMANCHESTER UNITED PLC-CL A$10.4M0.07%HELD
320WWDWOODWARD INC$10.3M0.07%HELD
321BBIO 1.75 03/01/31BRIDGEBIO PHARMA INC 1.750 03/01/31 CVT$10.3M0.07%HELD
322INTUINTUIT INC$10.3M0.07%HELD
323CSNCSG SYSTEMS INTL INC$10.2M0.07%HELD
324TYLTYLER TECHNOLOGIES INC$10.2M0.07%HELD
325ATEXANTERIX INC$10.2M0.07%HELD
326CDNSCADENCE DESIGN SYS INC$10.1M0.07%HELD
327NGGNATIONAL GRID PLC-SP ADR$10.1M0.07%HELD
328KNFKNIFE RIVER CORP$10.1M0.07%HELD
329TEVATEVA PHARMACEUTICAL-SP ADR$10.0M0.07%HELD
330CPBTHE CAMPBELL'S COMPANY$10.0M0.07%HELD
331BRBRBELLRING BRANDS INC$10.0M0.07%HELD
332DAWNGBXDAY ONE BIOPHARMACEUTICALS I$10.0M0.07%HELD
333VMCVULCAN MATERIALS CO$9.9M0.07%HELD
334TTWOTAKE-TWO INTERACTIVE SOFTWRE$9.9M0.07%HELD
335TGTREDEGAR CORP$9.8M0.07%HELD
336OXYOCCIDENTAL PETROLEUM CORP$9.8M0.07%HELD
337FWONKLIBERTY MEDIA CORP C NEW -LIB-NEW-C$9.8M0.07%HELD
338MTBM & T BANK CORP$9.8M0.07%HELD
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%HELD
341BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SERV 6.750 02/01/27 CVT$9.7M0.07%HELD
342PRGOPERRIGO CO PLC$9.6M0.06%HELD
343TAT&T INC$9.6M0.06%HELD
344TAPMOLSON COORS BEVERAGE CO - B$9.5M0.06%HELD
345GHCGRAHAM HOLDINGS CO-CLASS B$9.5M0.06%HELD
346LAMRLAMAR ADVERTISING CO-A$9.5M0.06%HELD
347APAMPCO-PITTSBURGH CORP$9.4M0.06%HELD
348PNRPENTAIR PLC$9.4M0.06%HELD
349WRBWR BERKLEY CORP$9.3M0.06%HELD
350KRKROGER CO$9.3M0.06%HELD
351BCBRUNSWICK CORP$9.3M0.06%HELD
352GEF/BGREIF INC-CL B$9.2M0.06%HELD
353FTSFORTIS INC$9.2M0.06%HELD
354LECOLINCOLN ELECTRIC HOLDINGS$9.1M0.06%HELD
355NVTNVENT ELECTRIC PLC$9.1M0.06%HELD
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%HELD
360ENRENERGIZER HOLDINGS INC$8.7M0.06%HELD
361RTXRTX CORP$8.7M0.06%HELD
362OUTOUTFRONT MEDIA INC$8.7M0.06%HELD
363SSBSOUTHSTATE BANK CORP$8.6M0.06%HELD
364GLDDGREAT LAKES DREDGE & DOCK CO$8.6M0.06%HELD
365SUSUNCOR ENERGY INC$8.6M0.06%HELD
366ENSGENSIGN GROUP INC/THE$8.6M0.06%HELD
367OPCHOPTION CARE HEALTH INC$8.6M0.06%HELD
368BABA 0.5 06/01/31ALIBABA GROUP HOLDING 0.500 06/01/31 CVT$8.5M0.06%HELD
369FFICFLUSHING FINANCIAL CORP$8.4M0.06%HELD
370BAXBAXTER INTERNATIONAL INC$8.4M0.06%HELD
371INVXINNOVEX INTERNATIONAL INC$8.3M0.06%HELD
372LHLABCORP HOLDINGS INC$8.3M0.06%HELD
373NTRSNORTHERN TRUST CORP$8.3M0.06%HELD
374COFCAPITAL ONE FINANCIAL CORP$8.3M0.06%HELD
375ICUIICU MEDICAL INC$8.2M0.06%HELD
376MDUMDU RESOURCES GROUP INC$8.2M0.06%HELD
377CORCENCORA INC$8.2M0.06%HELD
378STKLSUNOPTA INC$8.1M0.06%HELD
379EXEEXPAND ENERGY CORP$8.1M0.05%HELD
380IDAIDACORP INC$7.9M0.05%HELD
381BIOBIO-RAD LABORATORIES-A$7.9M0.05%HELD
382PNFPPINNACLE FINANCIAL PARTNERS$7.9M0.05%HELD
383COLBCOLUMBIA BANKING SYSTEM INC$7.9M0.05%HELD
384HIGHARTFORD INSURANCE GROUP INC$7.9M0.05%HELD
385MGMMGM RESORTS INTERNATIONAL$7.9M0.05%HELD
386KHCKRAFT HEINZ CO/THE$7.8M0.05%HELD
387HTZHERTZ GLOBAL HLDGS INC$7.8M0.05%HELD
388HCAHCA HEALTHCARE INC$7.7M0.05%HELD
389DELLDELL TECHNOLOGIES -C$7.6M0.05%HELD
390WTFCWINTRUST FINANCIAL CORP$7.5M0.05%HELD
391CTRECARETRUST REIT INC$7.5M0.05%HELD
392SRESEMPRA$7.5M0.05%HELD
393AMXAMERICA MOVIL SAB DE CV$7.5M0.05%HELD
394ROGROGERS CORP$7.5M0.05%HELD
395PRIMPRIMORIS SERVICES CORP$7.5M0.05%HELD
396AIRAAR CORP$7.4M0.05%HELD
397BDXBECTON DICKINSON AND CO$7.4M0.05%HELD
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%HELD
403NVRNVR INC$7.2M0.05%HELD
404TMOTHERMO FISHER SCIENTIFIC INC$7.2M0.05%HELD
405VICIVICI PROPERTIES INC$7.2M0.05%HELD
406ZTSZOETIS INC$7.1M0.05%HELD
407SBHSALLY BEAUTY HOLDINGS INC$7.1M0.05%HELD
408LYVLIVE NATION ENTERTAINMENT IN$7.1M0.05%HELD
409EQIXEQUINIX INC$7.1M0.05%HELD
410LIONLIONSGATE STUDIOS HOLDING CO$7.0M0.05%HELD
411VIRTVIRTU FINANCIAL INC-CLASS A$6.9M0.05%HELD
412LOWLOWE'S COS INC$6.9M0.05%HELD
413BYDBOYD GAMING CORP$6.9M0.05%HELD
414MTXMINERALS TECHNOLOGIES INC$6.9M0.05%HELD
415CMTCORE MOLDING TECHNOLOGIES IN$6.9M0.05%HELD
416MIRMIRION TECHNOLOGIES INC$6.8M0.05%HELD
417FBINFORTUNE BRANDS INNOVATIONS I$6.8M0.05%HELD
418MNROMONRO INC$6.8M0.05%HELD
419GLIBKGCI LIBERTY INC-CL C$6.8M0.05%HELD
420TMTOYOTA MOTOR CORP -SPON ADR$6.7M0.05%HELD
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%HELD
423TSMTAIWAN SEMICONDUCTOR-SP ADR$6.7M0.05%HELD
424AAPADVANCE AUTO PARTS INC$6.6M0.04%HELD
425TRSTTRUSTCO BANK CORP NY$6.6M0.04%HELD
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%HELD
429OLNOLIN CORP$6.6M0.04%HELD
430EDCONSOLIDATED EDISON INC$6.6M0.04%HELD
431HXLHEXCEL CORP$6.5M0.04%HELD
432ENTGENTEGRIS INC$6.5M0.04%HELD
433CHTRCHARTER COMMUNICATIONS INC-A$6.5M0.04%HELD
434BRSLBRIGHTSTAR LOTTERY PLC$6.5M0.04%HELD
435OIIOCEANEERING INTL INC$6.5M0.04%HELD
436NWSANEWS CORP - CLASS A$6.4M0.04%HELD
437IMXIINTERNATIONAL MONEY EXPRESS$6.4M0.04%HELD
438OSKOSHKOSH CORP$6.4M0.04%HELD
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%HELD
442GISGENERAL MILLS INC$6.3M0.04%HELD
443TTCTORO CO$6.3M0.04%HELD
444ANIP 2.25 09/01/29ANI PHARMACEUTICALS INC 2.250 09/01/29 CVT$6.3M0.04%HELD
445CBCHUBB LTD$6.3M0.04%HELD
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%HELD
449FLOFLOWERS FOODS INC$6.1M0.04%HELD
450FISVFISERV INC$6.1M0.04%HELD
451HUBBHUBBELL INC$6.1M0.04%HELD
452RIOT 0.75 01/15/30RIOT PLATFORMS INC 0.750 01/15/30 CVT$6.1M0.04%HELD
453ECGEVERUS CONSTRUCTION GROUP$6.1M0.04%HELD
454RACEFERRARI NV$6.1M0.04%HELD
455628SEMRUSH HOLDINGS INC-A$6.1M0.04%HELD
456SAMBOSTON BEER COMPANY INC-A$6.1M0.04%HELD
457AZOAUTOZONE INC$6.1M0.04%HELD
458TWINTWIN DISC INC$6.0M0.04%HELD
459SEI 0.25 10/01/31SOLARIS ENERGY INFRASTRU 0.250 10/01/31 CVT$6.0M0.04%HELD
460OROR ROYALTIES INC$6.0M0.04%HELD
461WYWEYERHAEUSER CO$6.0M0.04%HELD
462LLYVALIBERTY LIVE HOLDINGS-A$6.0M0.04%HELD
463MGRCMCGRATH RENTCORP$6.0M0.04%HELD
464ICEINTERCONTINENTAL EXCHANGE IN$6.0M0.04%HELD
465FAFFIRST AMERICAN FINANCIAL$6.0M0.04%HELD
466CZRCAESARS ENTERTAINMENT INC$6.0M0.04%HELD
467PCGP G & E CORP$5.9M0.04%HELD
468KBHKB HOME$5.9M0.04%HELD
469XIFRXPLR INFRASTRUCTURE LP$5.9M0.04%HELD
470VEONVEON LTD$5.8M0.04%HELD
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%HELD
473SUNBSUNBELT RENTALS HOLDINGS INC.$5.7M0.04%HELD
474NRGNRG ENERGY INC$5.7M0.04%HELD
475ALLYALLY FINANCIAL INC$5.6M0.04%HELD
476WYNNWYNN RESORTS LTD$5.5M0.04%HELD
477MLABMESA LABORATORIES INC$5.5M0.04%HELD
478STAGSTAG INDUSTRIAL INC$5.5M0.04%HELD
479ABMABM INDUSTRIES INC$5.5M0.04%HELD
480HWKNHAWKINS INC$5.5M0.04%HELD
481BVEDIAMOND HILL INVESTMENT GRP$5.4M0.04%HELD
482CTRACOTERRA ENERGY INC$5.4M0.04%HELD
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%HELD
485MOG/BMOOG INC-CLASS B$5.4M0.04%HELD
486SMGSCOTTS MIRACLE-GRO CO$5.4M0.04%HELD
487TIPTTIPTREE INC$5.3M0.04%HELD
488CNPCENTERPOINT ENERGY INC$5.3M0.04%HELD
489UNHUNITEDHEALTH GROUP INC$5.3M0.04%HELD
490TRCTEJON RANCH CO$5.3M0.04%HELD
491KMTKENNAMETAL INC$5.3M0.04%HELD
492INSWINTERNATIONAL SEAWAYS INC$5.2M0.04%HELD
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%HELD
496WTTRSELECT WATER SOLUTIONS INC$5.2M0.03%HELD
497AUBATLANTIC UNION BANKSHARES CO$5.1M0.03%HELD
498SSPEW SCRIPPS CO NEW$5.1M0.03%HELD
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.