Madison Square Garden Sports Corp.

• GF Gabelli Funds Gabelli Funds Shareholder Commentary: Open-End Funds ↗ Gabelli Funds frames AI infrastructure spending, resilient earnings and renewed merger activity against inflation, geopolitical risk and a more hawkish Federal Reserve. Growth portfolios added Advanced Micro Devices and Micron Technology, while several funds emphasized data-center power demand, industrial automation and live sports assets. Value managers continued to seek discounts to private-market value and catalysts such as separations, acquisitions and operational turnarounds. second quarter of 2026 6954 $35B7011 $77B9984 $193B +13
• Intrepid Capital Mutual Fund Commentary Intrepid Capital Fund 1Q 2026 ↗ Intrepid Capital Fund attributed the quarter’s market volatility to the Iran conflict, higher oil prices and rising Treasury yields. Sprott, Permian Resources, Fabrinet, Madison Square Garden Sports and Alphabet were leading contributors, while Fiserv, Jefferies and Take-Two were among the main detractors. 1Q 2026 —

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