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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Mario Gabelli (GAMCO)
  • Overview
  • Portfolio1.0k
  • Performance40Q
  • Options
  • Activity29k
  • News
Asset Manager · CIK 0000807249

Mario Gabelli

GAMCO
Share
  • Industrials Tilt
  • Concentrated
  • Large Fund

Mario Gabelli runs GAMCO, an asset manager overseeing $10.41B in disclosed equity holdings (SEC CIK 0000807249). The latest portfolio (2025Q4) discloses 1036 positions across 11 sectors, with the largest positions in MLI, GATX and CR. On a mark-to-market basis the tracked portfolio has returned 21.8% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Mario's filingsView holdings↓
Portfolio
$10.41B
Positions
1036
Quarter
2025Q4
Filings tracked
40
1Y+21.8%Since filing+123.0%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$1.46B+$731M$0-$731M-$1.46B'19Q3'19Q4'20Q1'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2
Latest · 2023Q2
-$56M
Lifetime buys
$5.68B
Lifetime sells
$11.27B

Quarter activity

What changed in 2023Q2 - net new, added, trimmed, exited.
New positions50 names
  • CRCRANE COMPANY
    +1,346,069
    $120.0M
  • SBGISINCLAIR INC
    +3,432,873
    $47.4M
  • MSGEMADISON SQUARE GARDEN ENTMT
    +880,911
    $29.6M
  • RBARB GLOBAL INC
    +95,078
    $5.7M
  • CDNSCADENCE DESIGN SYSTEM INC
    +13,708
    $3.2M
  • 23345JDICE THERAPEUTICS INC
    +61,100
    $2.8M
  • WESTWESTROCK COFFEE CO
    +257,250
    $2.8M
  • 46583PIVERIC BIO INC
    +60,025
    $2.4M
  • 00386BABSOLUTE SOFTWARE CORP
    +173,600
    $2.0M
  • 16961LCHINOOK THERAPEUTICS INC
    +35,650
    $1.4M
  • 858098STEEL CONNECT INC
    +146,222
    $1.2M
  • KNFKNIFE RIVER CORP
    +20,690
    $900K
  • + 38 more…
Added to286 names
  • CHDNCHURCHILL DOWNS INC
    +121,975
    $17.0M
  • TGNATEGNA INC
    +576,064
    $9.4M
  • PARAAPARAMOUNT GLOBAL
    +445,501
    $8.3M
  • GTXGARRETT MOTION INC
    +763,934
    $5.8M
  • WBDWARNER BROS DISCOVERY INC
    +356,727
    $4.5M
  • ADUNITED STATES CELLULAR CORP
    +245,558
    $4.3M
  • THSTREEHOUSE FOODS INC
    +84,823
    $4.3M
  • POSTPOST HLDGS INC
    +44,228
    $3.8M
  • TVGRUPO TELEVISA S A B
    +705,518
    $3.6M
  • 636518NATIONAL INSTRS CORP
    +62,971
    $3.6M
  • SWXSOUTHWEST GAS HLDGS INC
    +55,779
    $3.6M
  • PANWPALO ALTO NETWORKS INC
    +13,862
    $3.5M
  • + 274 more…
Trimmed340 names
  • VVVVALVOLINE INC
    −681,108
    $25.5M
  • MLIMUELLER INDS INC
    −225,627
    $19.7M
  • CXTCRANE HLDGS CO
    −299,774
    $16.9M
  • 007800AEROJET ROCKETDYNE HLDGS INC
    −213,397
    $11.7M
  • AXPAMERICAN EXPRESS CO
    −53,177
    $9.3M
  • 17273KCIRCOR INTL INC
    −132,913
    $7.5M
  • JPMJPMORGAN CHASE & CO
    −48,197
    $7.0M
  • NVDANVIDIA CORPORATION
    −15,115
    $6.4M
  • CVCOCAVCO INDS INC DEL
    −21,577
    $6.4M
  • G97822PERRIGO CO PLC
    −180,827
    $6.1M
  • CVSCVS HEALTH CORP
    −85,216
    $5.9M
  • GATXGATX CORP
    −37,677
    $4.9M
  • + 328 more…
Exited70 names
  • 829226SINCLAIR BROADCAST GROUP INC
    −2,905,561
    $49.9M
  • 45580RINDUS REALTY TRUST INC
    −444,747
    $29.5M
  • 767744RITCHIE BROS AUCTIONEERS
    −163,408
    $9.2M
  • 67181AOAK STR HEALTH INC
    −196,340
    $7.6M
  • 89421BTRAVELCENTERS OF AMERICA INC
    −87,165
    $7.5M
  • 141619CARDIOVASCULAR SYS INC DEL
    −343,500
    $6.8M
  • 366505GARRETT MOTION INC
    −501,921
    $4.5M
  • 57778KMAXAR TECHNOLOGIES INC
    −69,236
    $3.5M
  • 494274KIMBALL INTL INC
    −278,650
    $3.5M
  • FISFIDELITY NATL INFORMATION SV
    −52,341
    $2.8M
  • 253651DIEBOLD NIXDORF INC
    −2,277,240
    $2.7M
  • NETCLOUDFLARE INC
    −37,494
    $2.3M
  • + 58 more…

Recent transactions

Last 20 moves
TRIM
Mario Gabelli (GAMCO) trimmed RMBI
RICHMOND MUT BANCORPORATION
−5,896
~$14.04 · 2025Q4
2026-02-05
ADD
Mario Gabelli (GAMCO) added to FLR
FLUOR CORP NEW
+36,177
~$39.63 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed COP
CONOCOPHILLIPS
−6,575
~$93.61 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed GOLD
A-MARK PRECIOUS METALS INC
−800
~$34.05 · 2025Q4
2026-02-05
NEW
Mario Gabelli (GAMCO) opened a new position in WNC
WABASH NATL CORP
+20,000
~$8.65 · 2025Q4
2026-02-05
NEW
Mario Gabelli (GAMCO) opened a new position in PCT 7.25 08/15/30
PURECYCLE TECHNOLOGIES 7.250 08/15/30 CVT
+300,000
~$1.00 · 2025Q4
2026-02-05
NEW
Mario Gabelli (GAMCO) opened a new position in NNAVW
NEXTNAV INC
+70,000
~$7.15 · 2025Q4
2026-02-05
NEW
Mario Gabelli (GAMCO) opened a new position in SLV
ISHARES SILVER TR
+3,300
~$64.42 · 2025Q4
2026-02-05
NEW
Mario Gabelli (GAMCO) opened a new position in CDXS
CODEXIS INC
+10,000
~$1.63 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed WYNN
WYNN RESORTS LTD
−4,400
~$120.33 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed DIS
DISNEY WALT CO
−3,480
~$113.77 · 2025Q4
2026-02-05
SOLD
Mario Gabelli (GAMCO) exited VRSN
VERISIGN INC
−1,383
~$279.57 · 2025Q4
2026-02-05
ADD
Mario Gabelli (GAMCO) added to VTI
VANGUARD INDEX FDS
+2,075
~$335.27 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed VFH
VANGUARD WORLD FDS
−713
~$133.49 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed TTMI
TTM TECHNOLOGIES INC
−19,011
~$69.00 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed TXT
TEXTRON INC
−9,235
~$87.17 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed SYU1
SYNOVUS FINL CORP
−13,119
~$50.05 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed SPHR
MADISON SQUARE GRDN ENTERTNM
−14,742
~$95.08 · 2025Q4
2026-02-05
ADD
Mario Gabelli (GAMCO) added to GLD
SPDR GOLD TR
+100
~$396.31 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed SEI
SOLARIS OILFIELD INFRASTRUCT
−127
~$45.97 · 2025Q4
2026-02-05