Mario Gabelli

GAMCO Investors

Mario Gabelli (GAMCO Investors) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Mario Gabelli (GAMCO Investors) portfolio page tracks GAMCO Investors holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies GAMCO Investors owns and how disclosed positions change over time. Mario Gabelli (GAMCO Investors)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Herc Holdings Inc (HRI), Versant Media Group, Inc. Class A (VSNT), TEGNA Inc (TGNA), American Express Co (AXP), and MUELLER INDUSTRIES INC (MLI). Investors use GAMCO Investors 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Holdings

HoldingReported ValueWeightSharesCurrent PriceEst. ValueReturn
Madison Square Garden Sports Corp.MSGS · Q1 2026$189M1.9%588k$366.33$215M+14.0%
GATX Corporation Common StockGATX · Q1 2026$188M1.9%1.1M$172.34$190M+0.94%
MUELLER INDUSTRIES INCMLI · Q1 2026$181M1.8%1.6M$135.79$222M+22.6%
Crane CoCR · Q1 2026$171M1.7%998k$178.93$179M+4.64%
National Fuel Gas CompanyNFG · Q1 2026$129M1.3%1.4M$78.30$107M-16.7%
The Bank of New York Mellon CorpBK · Q1 2026$124M1.2%1.0M$140.01$146M+18.0%
Modine Manufacturing CompanyMOD · Q1 2026$119M1.2%551k$295.58$163M+36.4%
American Express CoAXP · Q1 2026$119M1.2%394k$340.36$134M+12.5%
AMETEK IncAME · Q1 2026$118M1.2%549k$226.38$124M+5.61%
Watts Water Technologies, Inc.WTS · Q1 2026$117M1.2%404k$314.80$127M+8.44%
Textron Inc. Common StockTXT · Q1 2026$113M1.1%1.3M$92.32$119M+5.44%
4772610447726104 · Q1 2026$102M1.0%2.2M------
Republic Services, Inc.RSG · Q1 2026$99M1.0%451k$208.05$94M-5.01%
Herc Holdings IncHRI · Q1 2026$97M1.0%973k$137.98$134M+38.6%
Sony Group CorporationSONY · Q1 2026$95M0.9%4.6M$20.33$93M-1.79%
Madison Square Garden Entertainment Corp.MSGE · Q1 2026$93M0.9%795k$69.99$56M-40.4%
Curtiss-Wright CorpCW · Q1 2026$85M0.8%125k$721.33$90M+5.90%
Ryman Hospitality Properties IncRHP · Q1 2026$85M0.8%925k$115.03$106M+24.7%
CNH Industrial N.V. Common SharesCNHI · Q1 2026$82M0.8%7.5M$11.45$86M+4.09%
Flowserve CorporationFLS · Q1 2026$78M0.8%1.1M$78.93$84M+7.37%
EnPro Industries, Inc.NPO · Q1 2026$77M0.8%307k$379.65$117M+51.5%
Myers Industries, Inc.MYE · Q1 2026$73M0.7%3.4M$23.03$79M+8.73%
ROLLINS IncROL · Q1 2026$71M0.7%1.3M$43.27$57M-19.0%
Mueller Water Products, Inc.MWA · Q1 2026$70M0.7%2.5M$25.67$65M-6.62%
Rush Enterprises, Inc.RUSHB · Q1 2026$69M0.7%1.1M$66.58$71M+3.47%
Southwest Gas Holdings, Inc. Common StockSWX · Q1 2026$68M0.7%783k$88.64$69M+2.00%
Telesat CorporationTSAT · Q1 2026$64M0.6%1.8M$57.34$101M+58.4%
Telephone and Data Systems, Inc.TDS · Q1 2026$63M0.6%1.5M$39.83$60M-5.39%
AutoNation IncAN · Q1 2026$62M0.6%317k$194.94$62M-0.16%
Grupo Televisa, S.A.B.TV · Q1 2026$60M0.6%21M$2.74$57M-5.84%
ASTEC INDUSTRIES INCASTE · Q1 2026$59M0.6%1.1M$51.07$56M-5.14%
Penske Automotive Group, Inc.PAG · Q1 2026$59M0.6%395k$169.01$67M+13.0%
State Street Corporation (1)STT · Q1 2026$58M0.6%460k$168.87$78M+33.4%
Graco Inc. Common StockGGG · Q1 2026$58M0.6%687k$76.02$52M-10.2%
NVIDIA CorporationNVDA · Q1 2026$58M0.6%332k$192.53$64M+10.4%
CTS CorpCTS · Q1 2026$57M0.6%1.2M$65.12$78M+36.3%
4772630247726302 · Q1 2026$57M0.6%1.3M------
Chart Industries IncGTLS · Q1 2026$56M0.6%271k$207.71$56M+0.46%
Warner Bros. Discovery, Inc. - Series A Common StockWBD · Q1 2026$55M0.5%2.0M$27.20$54M-0.95%
DUCOMMUN INCDCO · Q1 2026$55M0.5%449k$148.66$67M+21.9%
Alphabet Cl CGOOG · Q1 2026$54M0.5%188k$334.69$63M+16.7%
Newmont CorporationNEM · Q1 2026$54M0.5%497k$98.99$49M-8.55%
Deere & Company Common StockDE · Q1 2026$53M0.5%95k$573.66$54M+1.84%
ATI Inc.ATI · Q1 2026$53M0.5%362k$180.14$65M+23.8%
O'Reilly Automotive IncORLY · Q1 2026$52M0.5%564k$89.02$50M-3.56%
829242106829242106 · Q1 2026$52M0.5%4.0M------
Ingles Markets, Incorporated - Class AIMKTA · Q1 2026$52M0.5%574k$89.11$51M-0.87%
Oil-Dri Corporation of AmericaODC · Q1 2026$51M0.5%782k$79.21$62M+21.7%
Tredegar CorporationTG · Q1 2026$48M0.5%6.1M$7.96$49M+0.13%
JPMorgan Chase & Co.JPM · Q1 2026$48M0.5%164k$333.45$55M+13.4%
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