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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
+$1.35B+$675M$0-$675M-$1.35B'20Q1'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4
Latest · 2023Q4
-$168M
Lifetime buys
$5.35B
Lifetime sells
$10.21B

Quarter activity

What changed in 2023Q4 - net new, added, trimmed, exited.
New positions54 names
  • G61188LIBERTY GLOBAL LTD
    +1,080,181
    $20.1M
  • G61188LIBERTY GLOBAL LTD
    +920,789
    $16.4M
  • H11356BUNGE GLOBAL SA
    +60,273
    $6.1M
  • KLGWK KELLOGG CO
    +444,844
    $5.8M
  • 096308BLUEGREEN VACATIONS HLDG COR
    +62,605
    $4.7M
  • 680710OLINK HLDG AB
    +167,500
    $4.2M
  • 48576AKARUNA THERAPEUTICS INC
    +12,540
    $4.0M
  • G7496GRENAISSANCERE HLDGS LTD
    +16,100
    $3.2M
  • 29283FENGAGESMART INC
    +125,683
    $2.9M
  • 168615CHICOS FAS INC
    +358,729
    $2.7M
  • CERE1EURCEREVEL THERAPEUTICS HLDNG I
    +62,282
    $2.6M
  • 60468TMIRATI THERAPEUTICS INC
    +36,100
    $2.1M
  • + 42 more…
Added to205 names
  • MLIMUELLER INDS INC
    +1,855,637
    $87.5M
  • TVGRUPO TELEVISA S A B
    +1,838,425
    $6.1M
  • CPBCAMPBELL SOUP CO
    +120,175
    $5.2M
  • VODVODAFONE GROUP PLC NEW
    +562,723
    $4.9M
  • CPE*CALLON PETE CO DEL
    +137,189
    $4.4M
  • MNROMONRO INC
    +133,450
    $3.9M
  • SATSECHOSTAR CORP
    +233,926
    $3.9M
  • NOWSERVICENOW INC
    +5,293
    $3.7M
  • UNHUNITEDHEALTH GROUP INC
    +7,043
    $3.7M
  • JOUTJOHNSON OUTDOORS INC
    +67,600
    $3.6M
  • LLYLILLY ELI & CO
    +6,054
    $3.5M
  • DRQEURDRIL-QUIP INC
    +144,916
    $3.4M
  • + 193 more…
Trimmed409 names
  • GFFGRIFFON CORP
    −367,692
    $22.4M
  • MODMODINE MFG CO
    −300,818
    $18.0M
  • LEN/BLENNAR CORP
    −73,606
    $9.9M
  • CXTCRANE HLDGS CO
    −158,714
    $9.0M
  • NPOENPRO INDS INC
    −45,557
    $7.1M
  • HRIHERC HLDGS INC
    −44,528
    $6.6M
  • RHPRYMAN HOSPITALITY PPTYS INC
    −58,392
    $6.4M
  • GGGGRACO INC
    −68,987
    $6.0M
  • SONYSONY GROUP CORPORATION
    −58,984
    $5.6M
  • CVCOCAVCO INDS INC DEL
    −15,880
    $5.5M
  • TXTTEXTRON INC
    −66,039
    $5.3M
  • 25470MDISH NETWORK CORPORATION
    −885,549
    $5.1M
  • + 397 more…
Exited54 names
  • 17273KCIRCOR INTL INC
    −900,591
    $50.2M
  • G5480ULIBERTY GLOBAL PLC
    −1,116,048
    $20.7M
  • G5480ULIBERTY GLOBAL PLC
    −938,896
    $16.1M
  • 16150RCHASE CORP
    −103,394
    $13.2M
  • G16962BUNGE LIMITED
    −62,923
    $6.8M
  • G46188HORIZON THERAPEUTICS PUB L
    −49,265
    $5.7M
  • 636518NATIONAL INSTRS CORP
    −89,921
    $5.4M
  • G0464BARGO GROUP INTL HLDGS LTD
    −171,014
    $5.1M
  • 81181CSEAGEN INC
    −18,560
    $3.9M
  • 809087SCIPLAY CORPORATION
    −155,787
    $3.5M
  • ATVIEURACTIVISION BLIZZARD INC
    −34,391
    $3.2M
  • 928563VMWARE INC
    −16,288
    $2.7M
  • + 42 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