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Stock impact report

Comstock Capital Value Fund Q3 2025 Commentary [Seeking Alpha]

Air Lease Corporation Class A (AL) 
Last air lease corporation class a earnings: 2/14 04:05 pm Check Earnings Report
US:NYSE Investor Relations: airleasecorp.com/investors
Company Research Source: Seeking Alpha
89Bio Inc. (1.4%) is a pharmaceutical company that develops treatments for liver and metabolic disorders. Electronic Arts (0.5%) is a publisher and distributor of video game content. SmileStudioAP/iStock via Getty Images Portfolio Observations The following positions were our largest additions to the portfolio during the quarter: Air Lease Corp. ( AL ) (2.3% of net assets as of September 30, 2025) is a lessor of commercial aircrafts. Air Lease agreed to This article was written by Quick Insights Pending acquisitions in AL, 89Bio, EA, MRUS, and WNS Holdings provide clear exit catalysts, supporting near-term portfolio visibility and capital recycling opportunities. Closed positions in Hess, Paramount, and Sage Therapeutics, along with strong performance from Kellanova and Tegna, were the top contributors to quarterly returns. Alight, Albertsons, Atlanta Braves Holdings, and TTEC Holdings detracted from performance due to company-specific challenges, but the fund's d Show less Read more
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