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

CompanyValueActionChangePriceCurrent Price
Herc Holdings IncHRI$97M973.1k sharesTrimQ1 2026 13F$61M$99.55$137.98
Versant Media Group, Inc. Class AVSNT$41M1.1M sharesOtherQ1 2026 13F$41M$46.65$43.40
TEGNA IncTGNA$-39.8MExitQ1 2026 13F$40M--$20.03
American Express CoAXP$119M393.7k sharesTrimQ1 2026 13F$37M$335.29$340.36
MUELLER INDUSTRIES INCMLI$181M1.6M sharesTrimQ1 2026 13F$33M$110.80$135.79
Sony Group CorporationSONY$95M4.6M sharesTrimQ1 2026 13F$32M$21.58$20.33
Madison Square Garden Sports Corp.MSGS$189M587.7k sharesAddQ1 2026 13F$30M$321.40$366.33
Crane CoCR$171M998.4k sharesTrimQ1 2026 13F$26M$171.00$178.93
Confluent, Inc.CFLT$-25.3MExitQ1 2026 13F$25M$30.57$30.99
Warner Bros. Discovery, Inc. - Series A Common StockWBD$55M2M sharesTrimQ1 2026 13F$25M$28.00$27.20
Albany International Corp.AIN$34M644.6k sharesAddQ1 2026 13F$23M$56.06$67.63
The Bank of New York Mellon CorpBK$124M1M sharesTrimQ1 2026 13F$17M$118.92$140.01
GATX Corporation Common StockGATX$188M1.1M sharesTrimQ1 2026 13F$15M$170.74$172.34
Cavco Industries, Inc.CVCO$40M83.1k sharesTrimQ1 2026 13F$14M$484.29$546.24
Curtiss-Wright CorpCW$85M125.4k sharesAddQ1 2026 13F$14M$685.62$721.33
Dana IncorporatedDAN$41M1.2M sharesTrimQ1 2026 13F$14M$33.65$36.04
Synovus Financial CorpSNV$-13.2MExitQ1 2026 13F$13M--$50.05
Advance Auto Parts IncAAP$40M760.2k sharesAddQ1 2026 13F$13M$50.03$58.26
National Fuel Gas CompanyNFG$129M1.4M sharesAddQ1 2026 13F$13M$87.30$78.30
United States Cellular CorporationUSM$39M844.6k sharesTrimQ1 2026 13F$13M$46.14$77.01
Mario Gabelli (GAMCO Investors) trim Unmapped 13F securityPORTFOLIO$52M4M sharesTrimQ1 2026 13F$13M$12.94--
ROLLINS IncROL$71M1.3M sharesTrimQ1 2026 13F$12M$57.64$43.27
Oil-Dri Corporation of AmericaODC$51M782.5k sharesAddQ1 2026 13F$12M$65.09$79.21
Ingles Markets, Incorporated - Class AIMKTA$52M573.9k sharesAddQ1 2026 13F$12M$89.89$89.11
Madison Square Garden Entertainment Corp.MSGE$93M794.8k sharesAddQ1 2026 13F$12M$117.40$69.99
KKR & Co IncKKR$34M363.6k sharesTrimQ1 2026 13F$11M$93.76$90.13
Mario Gabelli (GAMCO Investors) other Unmapped 13F securityPORTFOLIO$11M130.9k sharesOtherQ1 2026 13F$11M$86.14--
Microsoft CorpMSFT$48M130k sharesTrimQ1 2026 13F$11M$418.44$372.97
Telesat CorporationTSAT$64M1.8M sharesAddQ1 2026 13F$11M$36.20$57.34
CNH Industrial N.V. Common SharesCNHI$82M7.5M sharesAddQ1 2026 13F$11M$11.00$11.45
ALEXANDER & BALDWIN INCALEX$-10.6MExitQ1 2026 13F$11M--$20.84
Chart Industries IncGTLS$56M271.1k sharesAddQ1 2026 13F$11M$206.75$207.71
Fox CorpFOXA$17M291.6k sharesTrimQ1 2026 13F$10M$58.40$65.48
Manchester United plcMANU$19M1.1M sharesAddQ1 2026 13F$10M$16.82$22.22
APA CorporationAPA$24M575.9k sharesAddQ1 2026 13F$10M$25.20$36.62
Tennant Company Common StockTNC$47M706.4k sharesAddQ1 2026 13F$9.9M$66.40$86.89
Genuine Parts CompanyGPC$42M397.6k sharesTrimQ1 2026 13F$9.5M$116.24$98.40
The Walt Disney CoDIS$24M249k sharesTrimQ1 2026 13F$9.4M$105.69$98.87
Monro, Inc.MNRO$40M2.5M sharesAddQ1 2026 13F$9.3M$16.04$16.22
Mueller Water Products, Inc.MWA$70M2.5M sharesAddQ1 2026 13F$9.0M$27.49$25.67
Flowserve CorporationFLS$78M1.1M sharesTrimQ1 2026 13F$8.9M$73.51$78.93
ASTEC INDUSTRIES INCASTE$59M1.1M sharesAddQ1 2026 13F$8.7M$53.84$51.07
Wells Fargo & CoWFC$38M478.4k sharesTrimQ1 2026 13F$8.7M$82.03$83.82
The Aes CorpAES$18M1.3M sharesAddQ1 2026 13F$8.6M$14.09$14.68
ATI Inc.ATI$53M361.5k sharesAddQ1 2026 13F$8.6M$150.17$180.14
Modine Manufacturing CompanyMOD$119M551.4k sharesAddQ1 2026 13F$8.6M$212.91$295.58
Xylem IncXYL$39M328k sharesTrimQ1 2026 13F$8.4M$119.50$110.10
Rush Enterprises, Inc.RUSHB$69M1.1M sharesAddQ1 2026 13F$8.2M$64.35$66.58
Mario Gabelli (GAMCO Investors) trim Unmapped 13F securityPORTFOLIO$-8.1MTrimQ1 2026 13F$8.1M----
St. Joe CompanyJOE$30M471.5k sharesTrimQ1 2026 13F$7.8M$62.80$63.87
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