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
Mario Gabelli (GAMCO Investors) add Unmapped 13F securityPORTFOLIO$9.5M46.8k sharesAddQ1 2026 13F$1.5M$202.98--
Amphenol CorpAPH$6.4M50.6k sharesAddQ1 2026 13F$1.5M$137.30$143.60
Coca-Cola Company (The) Common StockKO$23M297.7k sharesAddQ1 2026 13F$1.5M$75.60$84.14
The Marcus CorporationMCS$16M912.5k sharesAddQ1 2026 13F$1.5M$17.17$18.99
Kennedy-Wilson Holdings IncKW$1.5M135k sharesOtherQ1 2026 13F$1.5M$10.82$11.01
EPR PropertiesEPR$-1.5MExitQ1 2026 13F$1.5M--$58.94
Mario Gabelli (GAMCO Investors) trim Unmapped 13F securityPORTFOLIO$7.8M551.1k sharesTrimQ1 2026 13F$1.5M$14.15--
Alerus Financial CorporationALRS$470k19.8k sharesTrimQ1 2026 13F$1.4M$23.71$28.90
Parker-Hannifin CorpPH$1.7M1.9k sharesAddQ1 2026 13F$1.4M$952.54$961.09
Johnson Controls International plcJCI$43M329.4k sharesTrimQ1 2026 13F$1.4M$136.96$144.05
Intuit Inc. - Common StockINTU$3.3M7.6k sharesTrimQ1 2026 13F$1.4M$476.99$262.24
TXNM Energy, Inc.TXNM$44M755.3k sharesTrimQ1 2026 13F$1.4M$58.46$57.06
Knife River CorporationKNF$8.1M98.8k sharesAddQ1 2026 13F$1.4M$81.65$78.30
Chemed CorpCHE$8.2M21.8k sharesTrimQ1 2026 13F$1.3M$377.74$439.41
GRAIL, Inc.GRAL$3.5M66.8k sharesAddQ1 2026 13F$1.3M$51.68$71.42
ishares Gold TrustIAU$17M187.2k sharesAddQ1 2026 13F$1.3M$88.16$83.73
Republic Services, Inc.RSG$99M450.9k sharesTrimQ1 2026 13F$1.3M$219.37$217.34
Badger Meter, Inc. Common StockBMI$15M98.7k sharesTrimQ1 2026 13F$1.3M$152.35$125.28
Mario Gabelli (GAMCO Investors) trim Unmapped 13F securityPORTFOLIO$5.5M64.6k sharesTrimQ1 2026 13F$1.3M$85.02--
SPDR Gold TrustGLD$16M37.3k sharesAddQ1 2026 13F$1.3M$447.84$408.49
Mario Gabelli (GAMCO Investors) add Unmapped 13F securityPORTFOLIO$3.1M10.9k sharesAddQ1 2026 13F$1.3M$287.18--
Costco Wholesale Corporation - Common StockCOST$6.9M6.9k sharesAddQ1 2026 13F$1.3M$992.30$951.67
Enterprise Products Partners LPEPD$7.8M205.9k sharesAddQ1 2026 13F$1.2M$37.03$37.52
Otter Tail CorporationOTTR$23M264.8k sharesAddQ1 2026 13F$1.2M$87.77$88.05
iShares Russell 2000 ETFIWM$698k2.8k sharesTrimQ1 2026 13F$1.2M$257.95$290.37
Minerals Technologies Inc. Common StockMTX$18M254.5k sharesAddQ1 2026 13F$1.2M$62.03$78.51
Element Solutions Inc. (ESI)ESI$4.5M132.9k sharesAddQ1 2026 13F$1.2M$34.14$42.91
Stewart Information Services CorporationSTC$1.0M17k sharesTrimQ1 2026 13F$1.2M$61.58$68.05
International Business Machines CorpIBM$4.1M17k sharesTrimQ1 2026 13F$1.2M$253.65$280.82
Tractor Supply CoTSCO$11M237k sharesTrimQ1 2026 13F$1.2M$49.94$30.14
Mastercard Incorporated Common StockMA$14M28.2k sharesTrimQ1 2026 13F$1.2M$511.38$539.39
Gencor Industries, Inc.GENC$4.5M302.2k sharesAddQ1 2026 13F$1.2M$15.00$14.18
Alamos Gold Inc.AGI$9.9M223.3k sharesAddQ1 2026 13F$1.2M$44.43$38.48
Webster Financial CorpWBS$1.3M18.6k sharesTrimQ1 2026 13F$1.2M$70.22$72.35
Commercial Vehicle Group, Inc.CVGI$2.0M594.4k sharesAddQ1 2026 13F$1.2M$3.41$5.29
O'Reilly Automotive IncORLY$52M564.2k sharesTrimQ1 2026 13F$1.2M$93.79$89.02
Las Vegas Sands Corp. Common StockLVS$3.3M62.1k sharesTrimQ1 2026 13F$1.2M$53.88$51.06
Mario Gabelli (GAMCO Investors) exit Unmapped 13F securityPORTFOLIO$-1.2MExitQ1 2026 13F$1.2M----
Mario Gabelli (GAMCO Investors) add Unmapped 13F securityPORTFOLIO$9.2M94.8k sharesAddQ1 2026 13F$1.1M$97.36--
American Woodmark CorporationAMWD$-1.1MExitQ1 2026 13F$1.1M--$48.09
Shenandoah Telecommunications CompanySHEN$4.2M270k sharesAddQ1 2026 13F$1.1M$15.42$16.31
Crane NXT, Co.CXT$8.0M196.1k sharesTrimQ1 2026 13F$1.1M$46.90$36.65
News CorpNWSA$4.1M166.3k sharesTrimQ1 2026 13F$1.1M$24.93$26.61
JAKKS Pacific, Inc.JAKK$2.1M105k sharesAddQ1 2026 13F$1.1M$19.92$22.91
T-Mobile US IncTMUS$13M60.5k sharesTrimQ1 2026 13F$1.1M$213.91$177.52
Frontier Communications Parent, Inc.FYBR$-1.1MExitQ1 2026 13F$1.1M--$38.49
Mario Gabelli (GAMCO Investors) add Unmapped 13F securityPORTFOLIO$7.8M185.5k sharesAddQ1 2026 13F$1.1M$42.23--
H.B. Fuller CompanyFUL$24M391.3k sharesAddQ1 2026 13F$1.1M$61.68$61.94
NortonLifeLock IncGEN$2.1M113.6k sharesTrimQ1 2026 13F$1.1M$18.83$24.60
Neogen CorporationNEOG$1.9M199.9k sharesAddQ1 2026 13F$1.1M$9.29$9.20
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