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 Trades

CompanyValueActionChangePriceLast Price
Verizon Communications IncVZ$4.7M93.2k sharesAddQ1 2026 13F$792k$49.76$45.37
Old Dominion Freight Line IncODFL$-784.0KExitQ1 2026 13F$784k--$219.45
Vanguard Financials ETFVFH$6.1M50.5k sharesTrimQ1 2026 13F$780k$120.81$126.28
The Greenbrier Companies, Inc.GBX$7.8M147.2k sharesAddQ1 2026 13F$776k$52.65$48.32
Orla Mining Ltd.ORLA$1.9M117.4k sharesAddQ1 2026 13F$776k$16.13$12.17
Mario Gabelli (GAMCO Investors) add Unmapped 13F securityPORTFOLIO$24M2M sharesAddQ1 2026 13F$763k$12.09--
Hertz Global Holdings, Inc.HTZ$2.6M564.5k sharesAddQ1 2026 13F$757k$4.61$3.00
Eagle Bancorp, Inc.EGBN$5.6M224.7k sharesAddQ1 2026 13F$745k$24.87$27.00
XPLR Infrastructure, LPXIFR$6.5M611.6k sharesAddQ1 2026 13F$743k$10.62$11.71
The J M Smucker CompanySJM$14M140.6k sharesTrimQ1 2026 13F$743k$96.44$110.86
Mario Gabelli (GAMCO Investors) exit Unmapped 13F securityPORTFOLIO$-732.7KExitQ1 2026 13F$733k----
Teva Pharmaceutical Industries LimitedTEVA$2.0M66.1k sharesTrimQ1 2026 13F$731k$30.12$34.56
Millicom International Cellular S.A.TIGO$35M472k sharesTrimQ1 2026 13F$730k$74.94$84.67
Phillips 66PSX$2.6M14k sharesAddQ1 2026 13F$728k$166.67$183.42
International Game Technology PLCIGT$3.5M277.1k sharesTrimQ1 2026 13F$725k$12.74$16.29
IAMGold CorpIAG$7.0M371.1k sharesAddQ1 2026 13F$724k$19.82$15.60
Diageo PLCDEO$14M186.2k sharesTrimQ1 2026 13F$713k$87.24$83.51
VALMONT INDUSTRIES INCVMI$23M58k sharesTrimQ1 2026 13F$713k$399.57$522.27
Marathon Petroleum CorpMPC$1.7M7k sharesAddQ1 2026 13F$705k$213.91$247.05
Dayforce, Inc. Common StockDAY$-691.6KExitQ1 2026 13F$692k--$69.86
American Homes 4 Rent Common Shares of Beneficial InterestAMH$4.6M163.9k sharesTrimQ1 2026 13F$685k$27.92$32.08
Mario Gabelli (GAMCO Investors) trim Unmapped 13F securityPORTFOLIO$30M156.7k sharesTrimQ1 2026 13F$685k$189.55--
Sturm, Ruger & Company, Inc.RGR$2.0M49.2k sharesAddQ1 2026 13F$683k$40.09$39.61
La-Z-Boy IncorporatedLZB$4.3M133k sharesTrimQ1 2026 13F$682k$32.91$41.85
The Cheesecake Factory IncorporatedCAKE$17M307.5k sharesAddQ1 2026 13F$682k$54.75$64.95
Lam Research Corporation - Common StockLRCX$680k3.2k sharesOtherQ1 2026 13F$680k$225.87$388.92
Mario Gabelli (GAMCO Investors) trim Unmapped 13F securityPORTFOLIO$8.2M14.2k sharesTrimQ1 2026 13F$679k$577.17--
Ichor Holdings, Ltd.ICHR$1.1M24.1k sharesAddQ1 2026 13F$679k$38.89$73.74
Marine Products CorporationMPX$3.7M508.6k sharesTrimQ1 2026 13F$678k$7.27$8.18
Deere & Company Common StockDE$53M94.9k sharesTrimQ1 2026 13F$676k$597.54$573.66
Church & Dwight Co., Inc.CHD$13M138k sharesTrimQ1 2026 13F$672k$93.32$97.41
NewMarket CorporationNEU$9.3M14.5k sharesTrimQ1 2026 13F$671k$640.95$779.10
Waste Connections, Inc. Common SharesWCN$14M84.8k sharesTrimQ1 2026 13F$671k$165.45$153.71
Mario Gabelli (GAMCO Investors) trim Unmapped 13F securityPORTFOLIO$2.0M283.3k sharesTrimQ1 2026 13F$669k$7.13--
Ameriprise Financial IncAMP$4.3M9.8k sharesTrimQ1 2026 13F$666k$481.88$443.17
Wheaton Precious Metals CorpWPM$6.4M48.9k sharesAddQ1 2026 13F$663k$139.07$112.79
The goodyear Tire & Rubber Company (gT)GT$2.5M381.7k sharesTrimQ1 2026 13F$661k$6.63$6.09
Brown-Forman CorporationBF-A$5.5M205.8k sharesTrimQ1 2026 13F$659k$26.79$26.72
WSFS Financial Corporation - Common StockWSFS$-652.3KExitQ1 2026 13F$652k--$71.93
Bio-Rad Laboratories IncBIO$7.5M26.8k sharesTrimQ1 2026 13F$648k$278.75$305.29
DuPont de Nemours, Inc. (Exchanged) International Flavors & Fragrances Inc. (Received)DD$5.6M122.5k sharesAddQ1 2026 13F$647k$43.81$47.66
Hologic IncHOLX$907k12k sharesAddQ1 2026 13F$647k$75.59$76.01
Entegris IncENTG$2.3M20k sharesAddQ1 2026 13F$642k$123.48$132.71
Graham Holdings CoGHC$14M13.5k sharesTrimQ1 2026 13F$639k$1,057.26$1,114.09
Tencent Music Entertainment GroupTME$738k79.5k sharesTrimQ1 2026 13F$638k$9.28$9.21
PotlatchDeltic CorporationPCH$-632.5KExitQ1 2026 13F$633k--$41.73
Centuri Holdings, Inc.CTRI$5.6M190.5k sharesAddQ1 2026 13F$628k$29.21$31.02
Tidewater Inc.TDW$1.6M19.4k sharesAddQ1 2026 13F$623k$83.55$75.09
NVIDIA CorporationNVDA$58M331.9k sharesAddQ1 2026 13F$622k$183.46$194.83
Citigroup IncC$6.3M55.9k sharesTrimQ1 2026 13F$617k$112.21$140.13
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