GAMCO Investors Inc

• Royce Investment Partners Royce Small-Cap Special Equity Fund Manager Commentary ↗ Royce Small-Cap Special Equity Fund argues that Vishay Intertechnology’s capacity investments and improving semiconductor demand, alongside Movado’s margin recovery and NVE’s potential data-center applications, supported leading holdings. It attributes setbacks to Sylvamo’s manufacturing transition, Commercial Metals’ shipment constraints, and reduced exposure to Marcus & Millichap before its later share-price advance. Year-to-Date Through 6/30/26 CMC $7.5BIMKTA $1.5BKEQU $104M +6

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