Gabelli Pet Parents' Fund Q3 2025 Contributors And Detractors
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Gabelli Funds70 FollowersFollow5ShareSavePlay(5min)CommentsSummaryChewy Inc. gained 12% during the quarter as the company delivered solid results driven by higher autoship subscription activity and expanding private-label offerings.The largest contributors to Fund performance during the quarter included Chewy Inc. (CHWY) (9.5% of net assets as of September 30, 2025; 12%), Zoetis Inc. (ZTS) (8.1%; 8%), and Freshpet Inc. (FRPT) (4.8%; 10%).The largest detractors were Trupanion Inc. (TRUP) (5.4%; -6%), Petco Health & Wellness (WOOF) (4.3%; -10%), and CVS Group plc (CVS) (7.0%; -5%). amphotora/E+ via Getty Images The following segment was excerpted from the Gabelli Pet Parents' Fund Q3 2025 Commentary. The largest contributors to Fund performance during the quarter included Chewy Inc. (CHWY) (9.5% of net assets as of September 30, 2025; 12%), ZoetisThis article was written byGabelli Funds70 FollowersFollowGAMCO Investors, Inc. is a well-known diversified asset manager and financial services company. The company's investment services are primarily offered through its subsidiary GAMCO Asset Managment Inc, which manages separate accounts for high net worth individuals, institutions, and qualified pension plans, and through the Company's role as advisor to a family of Mutual Funds. Note: This account is not managed or monitored by GAMCO Investors, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use GAMCO Investors' official channels.Quick InsightsWhat drives the positive outlook for CHWY's valuation and profitability?CHWY's focus on autoship subscription growth, private-label expansion, and logistics optimization underpins improved profitability and supports a 2026 PMV estimate of $46 per share.How does ZTS's innovation pipeline impact its competitive positioning?ZTS's investments in parasiticides, vaccines, and diagnostics fuel double-digit companion animal growth, entrenching its leadership and supporting strong free cash flow and dividend growth.What are the key risks and upside for TRUP in the current market?TRUP faces near-term underwriting profitability concerns, but strong policy growth and underpenetrated North American pet insurance market offer meaningful long-term upside toward a $60 PMV.Recommended For You