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.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Entravision Communications CorporationEVC · Q1 2026$2.97$9.52+$3.9M+220.5%$5.7M
Intel CorpINTC · Q1 2026$44.13$131.65+$1.4M+198.3%$2.1M
Marvell Technology Inc (2)MRVL · Q1 2026$99.05$289.54+$864k+192.3%$1.3M
Schweitzer-Mauduit International, Inc.SWM · Q1 2026$8.70$23.41+$1.7M+169.1%$2.6M
Xerox Holdings CorporationXRX · Q1 2026$1.29$3.42+$1.2M+165.1%$1.9M
Advanced Micro Devices IncAMD · Q1 2026$203.43$519.74+$896k+155.5%$1.5M
Dell Technologies IncDELL · Q1 2026$164.13$409.07+$764k+149.2%$1.3M
Tecogen Inc.TGEN · Q1 2026$2.56$6.37+$152k+148.8%$255k
Flex LtdFLEX · Q1 2026$65.46$150.72+$333k+130.2%$588k
Backblaze, Inc.BLZE · Q1 2026$3.45$7.64+$60k+121.4%$110k
Hewlett Packard Enterprise Company Common StockHPE · Q1 2026$23.81$49.87+$10M+109.4%$20M
Viasat, Inc.VSAT · Q1 2026$45.80$85.57+$1.5M+86.8%$3.3M
Garrett Motion Inc.GTX · Q1 2026$18.17$33.66+$30M+85.3%$66M
Lam Research Corporation - Common StockLRCX · Q1 2026$213.66$388.92+$558k+82.0%$1.2M
Palo Alto Networks IncPANW · Q1 2026$160.32$285.26+$2.3M+77.9%$5.3M
Ambarella, Inc.AMBA · Q1 2026$51.48$90.58+$385k+76.0%$893k
CrowdStrike Holdings IncCRWD · Q1 2026$390.41$680.92+$4.9M+74.4%$11M
Applied Materials, Inc. - Common StockAMAT · Q1 2026$341.79$592.92+$5.3M+73.5%$13M
NextNav Inc.NNAVW · Q1 2026$6.33$10.75+$265k+69.8%$645k
iShares JPMorgan USD Emerging Markets Bond FundEMB · Q1 2026$56.79$95.98+$728k+69.0%$1.8M
STAAR Surgical CompanySTAA · Q1 2026$18.70$31.39+$254k+67.9%$628k
United States Cellular CorporationUSM · Q1 2026$46.14$77.01+$26M+66.9%$65M
Anterix Inc.ATEX · Q1 2026$38.19$63.71+$11M+66.8%$27M
Harmonic Inc.HLIT · Q1 2026$8.98$14.96+$192k+66.6%$480k
Evolent Health, Inc.EVH · Q1 2026$2.28$3.72+$417k+63.2%$1.1M
Telesat CorporationTSAT · Q1 2026$36.20$57.34+$37M+58.4%$101M
Ampco-Pittsburgh CorporationAP · Q1 2026$6.72$10.64+$9.8M+58.3%$27M
Ichor Holdings, Ltd.ICHR · Q1 2026$46.61$73.74+$654k+58.2%$1.8M
Electromed, Inc.ELMD · Q1 2026$23.41$37.02+$1.9M+58.1%$5.3M
Unitedhealth Group IncUNH · Q1 2026$270.59$427.89+$346k+58.1%$940k
Stoneridge, Inc.SRI · Q1 2026$4.83$7.60+$554k+57.3%$1.5M
Cisco Systems IncCSCO · Q1 2026$77.59$121.83+$742k+57.0%$2.0M
Dycom Industries, Inc. Common StockDY · Q1 2026$338.82$529.13+$474k+56.2%$1.3M
Kaiser Aluminum CorporationKALU · Q1 2026$120.51$187.03+$533k+55.2%$1.5M
Commercial Vehicle Group, Inc.CVGI · Q1 2026$3.41$5.29+$1.1M+55.1%$3.1M
NXP Semiconductors NVNXPI · Q1 2026$196.86$304.86+$249k+54.9%$703k
Affirm Holdings IncAFRM · Q1 2026$45.82$70.44+$295k+53.7%$845k
Materion CorporationMTRN · Q1 2026$144.65$222.04+$15M+53.5%$42M
QUALCOMM IncQCOM · Q1 2026$128.78$197.41+$1.0M+53.3%$2.9M
EnPro Industries, Inc.NPO · Q1 2026$250.65$379.65+$40M+51.5%$117M
Ralliant Corp.RAL · Q1 2026$41.59$62.50+$1.1M+50.3%$3.3M
Lifetime Brands, Inc.LCUT · Q1 2026$5.74$8.61+$511k+50.0%$1.5M
Texas Instruments IncTXN · Q1 2026$194.14$290.90+$10M+49.8%$31M
Snowflake Inc.SNOW · Q1 2026$150.82$225.95+$175k+49.8%$526k
L.B. Foster CompanyFSTR · Q1 2026$27.90$41.76+$12M+49.7%$38M
Alight, Inc.ALIT · Q1 2026$0.5827$0.8703+$85k+49.4%$257k
United Rentals IncURI · Q1 2026$728.56$1,084.05+$11M+48.8%$34M
TD SYNNEX CORPSNX · Q1 2026$168.71$246.76+$364k+46.3%$1.2M
AMC Networks IncAMCX · Q1 2026$6.79$9.89+$1.7M+45.7%$5.5M
American Axle & Manufacturing Holdings, Inc.AXL · Q1 2026$5.93$8.62+$273k+45.4%$873k
Mario Gabelli Biggest Wins | TradingNote