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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)
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  • Portfolio1.0k
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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

Holdings

Sorted by value · 2023Q3
1 / 12
75 of 847
1
HRIHERC HLDGS INC
Industrials·Rental & Leasing Services
2.28%
of portfolio
Number of shares
1,655,236 sh
Holdings current value
$196.87M
Avg closing price
$37.48
+194.0%
Last action
Trimmed 2.0%
2025Q4
Current $110.18
2
GATXGATX CORP
Industrials·Rental & Leasing Services
1.84%
of portfolio
Number of shares
1,460,594 sh
Holdings current value
$158.96M
Avg closing price
$47.50
+317.9%
Last action
Trimmed 1.9%
2025Q4
Current $198.51
3
MLIMUELLER INDS INC
Industrials·Metal Fabrication
1.74%
of portfolio
Number of shares
1,993,692 sh
Holdings current value
$149.85M
Avg closing price
$37.98
+221.6%
Last action
Trimmed 14.1%
2025Q4
Current $122.13
4
TXTTEXTRON INC
Industrials·Aerospace & Defense
1.52%
of portfolio
Number of shares
1,682,972 sh
Holdings current value
$131.51M
Avg closing price
$41.67
+119.8%
Last action
Trimmed 0.5%
2025Q4
Current $91.61
5
SONYSONY GROUP CORPORATIONADR
Technology·Consumer Electronics
1.44%
of portfolio
Number of shares
1,512,778 sh
Holdings current value
$124.67M
Avg closing price
$22.13
-1.9%
Last action
Trimmed 13.9%
2025Q4
Current $21.70
6
CRCRANE COMPANY
Industrials·Specialty Industrial Machinery
1.36%
of portfolio
Number of shares
1,324,139 sh
Holdings current value
$117.64M
Avg closing price
$89.12
+116.3%
Last action
Trimmed 2.5%
2025Q4
Current $192.81
7
MODMODINE MFG CO
Consumer Cyclical·Auto Parts
1.34%
of portfolio
Number of shares
2,520,161 sh
Holdings current value
$115.30M
Avg closing price
$10.09
+2314.5%
Last action
Trimmed 5.9%
2025Q4
Current $243.71
8
N20944109CNH INDL N V
1.23%
of portfolio
Number of shares
8,774,700 sh
Holdings current value
$106.17M
Avg closing price
$8.86
Last action
Trimmed 1.5%
2025Q4
Current —
9
AMEAMETEK INC
Industrials·Specialty Industrial Machinery
1.21%
of portfolio
Number of shares
707,494 sh
Holdings current value
$104.54M
Avg closing price
$49.98
+372.7%
Last action
Trimmed 2.2%
2025Q4
Current $236.26
10
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
1.16%
of portfolio
Number of shares
569,025 sh
Holdings current value
$100.32M
Avg closing price
$170.88
+96.6%
Last action
Added 1.2%
2025Q4
Current $336.02
11
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.13%
of portfolio
Number of shares
653,354 sh
Holdings current value
$97.47M
Avg closing price
$61.40
+440.2%
Last action
Trimmed 3.7%
2025Q4
Current $331.69
12
NPOENPRO INDS INC
Industrials·Specialty Industrial Machinery
1.11%
of portfolio
Number of shares
788,055 sh
Holdings current value
$95.50M
Avg closing price
$65.65
+329.0%
Last action
Trimmed 1.8%
2025Q4
Current $281.67
13
BATRAATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
1.09%
of portfolio
Number of shares
2,403,723 sh
Holdings current value
$93.91M
Avg closing price
$39.21
+34.7%
Last action
Added 3.3%
2025Q4
Current $52.82
14
WTSWATTS WATER TECHNOLOGIES INC
Industrials·Specialty Industrial Machinery
1.08%
of portfolio
Number of shares
538,684 sh
Holdings current value
$93.10M
Avg closing price
$55.13
+448.6%
Last action
Trimmed 2.5%
2025Q4
Current $302.45
15
RHPRYMAN HOSPITALITY PPTYS INCREIT
Real Estate·REIT - Hotel & Motel
1.07%
of portfolio
Number of shares
1,105,462 sh
Holdings current value
$92.06M
Avg closing price
$51.86
+99.7%
Last action
Trimmed 0.2%
2025Q4
Current $103.54
16
RSGREPUBLIC SVCS INC
Industrials·Waste Management
1.00%
of portfolio
Number of shares
607,782 sh
Holdings current value
$86.62M
Avg closing price
$48.56
+327.6%
Last action
Added 0.4%
2025Q4
Current $207.66
17
GPCGENUINE PARTS CO
Consumer Cyclical·Auto Parts
0.90%
of portfolio
Number of shares
540,813 sh
Holdings current value
$78.08M
Avg closing price
$99.95
+13.8%
Last action
Trimmed 4.4%
2025Q4
Current $113.79
18
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
0.90%
of portfolio
Number of shares
1,812,724 sh
Holdings current value
$77.31M
Avg closing price
$36.91
+266.0%
Last action
Trimmed 4.8%
2025Q4
Current $135.10
19
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.89%
of portfolio
Number of shares
2,057,791 sh
Holdings current value
$76.82M
Avg closing price
$32.26
+70.5%
Last action
Trimmed 4.5%
2025Q4
Current $55.00
20
PAGPENSKE AUTOMOTIVE GRP INC
Consumer Cyclical·Auto & Truck Dealerships
0.84%
of portfolio
Number of shares
435,219 sh
Holdings current value
$72.71M
Avg closing price
$37.73
+327.6%
Last action
Trimmed 1.5%
2025Q4
Current $161.32
21
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
0.80%
of portfolio
Number of shares
183,785 sh
Holdings current value
$69.36M
Avg closing price
$76.99
+666.9%
Last action
Trimmed 4.8%
2025Q4
Current $590.46
22
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
0.76%
of portfolio
Number of shares
432,977 sh
Holdings current value
$65.55M
Avg closing price
$49.02
+324.3%
Last action
Trimmed 4.4%
2025Q4
Current $207.99
23
GGGGRACO INC
Industrials·Specialty Industrial Machinery
0.75%
of portfolio
Number of shares
889,745 sh
Holdings current value
$64.84M
Avg closing price
$59.84
+45.0%
Last action
Trimmed 0.8%
2025Q4
Current $86.74
24
GFFGRIFFON CORP
Industrials·Building Products & Equipment
0.74%
of portfolio
Number of shares
1,613,638 sh
Holdings current value
$64.01M
Avg closing price
$16.10
+445.4%
Last action
Trimmed 0.4%
2025Q4
Current $87.81
25
ADUNITED STATES CELLULAR CORP
Communication Services·Telecom Services
0.73%
of portfolio
Number of shares
1,464,435 sh
Holdings current value
$62.93M
Avg closing price
$38.92
+28.8%
Last action
Trimmed 5.5%
2025Q4
Current $50.11
26
LEN/BLENNAR CORP
0.72%
of portfolio
Number of shares
611,005 sh
Holdings current value
$62.46M
Avg closing price
$39.70
Last action
Added 2.0%
2025Q4
Current —
27
NFGNATIONAL FUEL GAS CO
Energy·Oil & Gas Integrated
0.72%
of portfolio
Number of shares
1,202,352 sh
Holdings current value
$62.41M
Avg closing price
$53.19
+64.5%
Last action
Added 3.2%
2025Q4
Current $87.51
28
FLSFLOWSERVE CORP
Industrials·Specialty Industrial Machinery
0.70%
of portfolio
Number of shares
1,524,748 sh
Holdings current value
$60.64M
Avg closing price
$44.31
+89.2%
Last action
Trimmed 5.3%
2025Q4
Current $83.82
29
CTSCTS CORP
Technology·Electronic Components
0.67%
of portfolio
Number of shares
1,389,159 sh
Holdings current value
$57.98M
Avg closing price
$16.05
+243.5%
Last action
Trimmed 2.8%
2025Q4
Current $55.13
30
MYEMYERS INDS INC
Consumer Cyclical·Packaging & Containers
0.66%
of portfolio
Number of shares
3,175,829 sh
Holdings current value
$56.94M
Avg closing price
$13.37
+61.9%
Last action
Trimmed 0.2%
2025Q4
Current $21.65
31
DRQEURDRIL-QUIP INC
0.64%
of portfolio
Number of shares
1,971,943 sh
Holdings current value
$55.55M
Avg closing price
$29.25
Last action
Exited
2024Q3
Current —
32
SWXSOUTHWEST GAS HLDGS INC
Utilities·Utilities - Regulated Gas
0.60%
of portfolio
Number of shares
852,080 sh
Holdings current value
$51.47M
Avg closing price
$66.17
+37.5%
Last action
Trimmed 0.5%
2025Q4
Current $90.99
33
BATRKATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
0.59%
of portfolio
Number of shares
1,434,735 sh
Holdings current value
$51.26M
Avg closing price
$36.01
+32.3%
Last action
Trimmed 0.3%
2025Q4
Current $47.63
34
RUSHBRUSH ENTERPRISES INC
Consumer Cyclical·Auto & Truck Dealerships
0.59%
of portfolio
Number of shares
1,129,225 sh
Holdings current value
$51.14M
Avg closing price
$31.92
+132.5%
Last action
Trimmed 0.5%
2025Q4
Current $74.20
35
HONHONEYWELL INTL INC
Industrials·Conglomerates
0.59%
of portfolio
Number of shares
273,329 sh
Holdings current value
$50.49M
Avg closing price
$112.05
+108.4%
Last action
Trimmed 1.0%
2025Q4
Current $233.55
36
17273K109CIRCOR INTL INC
0.58%
of portfolio
Number of shares
900,591 sh
Holdings current value
$50.21M
Avg closing price
$35.78
Last action
Exited
2023Q4
Current —
37
ASTEASTEC INDS INC
Industrials·Farm & Heavy Construction Machinery
0.57%
of portfolio
Number of shares
1,044,302 sh
Holdings current value
$49.20M
Avg closing price
$43.27
+37.5%
Last action
Trimmed 3.9%
2025Q4
Current $59.49
38
KAMNUSDKAMAN CORP
0.57%
of portfolio
Number of shares
2,488,415 sh
Holdings current value
$48.90M
Avg closing price
$39.99
Last action
Exited
2024Q2
Current —
39
JOEST JOE CO
Real Estate·Real Estate - Diversified
0.56%
of portfolio
Number of shares
889,600 sh
Holdings current value
$48.33M
Avg closing price
$17.56
+289.2%
Last action
Trimmed 0.5%
2025Q4
Current $68.32
40
MDLZMONDELEZ INTL INC
Consumer Defensive·Confectioners
0.56%
of portfolio
Number of shares
694,688 sh
Holdings current value
$48.21M
Avg closing price
$40.88
+40.1%
Last action
Trimmed 1.5%
2025Q4
Current $57.25
41
CVCOCAVCO INDS INC DEL
Consumer Cyclical·Residential Construction
0.56%
of portfolio
Number of shares
181,357 sh
Holdings current value
$48.18M
Avg closing price
$93.72
+475.2%
Last action
Trimmed 3.0%
2025Q4
Current $539.06
42
DANDANA INC
Consumer Cyclical·Auto Parts
0.56%
of portfolio
Number of shares
3,283,983 sh
Holdings current value
$48.18M
Avg closing price
$14.04
+164.0%
Last action
Trimmed 11.8%
2025Q4
Current $37.06
43
XYLXYLEM INC
Industrials·Specialty Industrial Machinery
0.54%
of portfolio
Number of shares
512,452 sh
Holdings current value
$46.65M
Avg closing price
$40.90
+196.1%
Last action
Trimmed 0.4%
2025Q4
Current $121.11
44
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
0.54%
of portfolio
Number of shares
311,206 sh
Holdings current value
$46.43M
Avg closing price
$119.93
-31.7%
Last action
Trimmed 7.2%
2025Q4
Current $81.88
45
HYHYSTER YALE MATLS HANDLING I
Industrials·Farm & Heavy Construction Machinery
0.53%
of portfolio
Number of shares
1,033,440 sh
Holdings current value
$46.07M
Avg closing price
$47.74
-19.9%
Last action
Trimmed 1.1%
2025Q4
Current $38.26
46
STTSTATE STR CORP
Financial Services·Asset Management
0.53%
of portfolio
Number of shares
683,114 sh
Holdings current value
$45.74M
Avg closing price
$59.17
+145.8%
Last action
Trimmed 5.3%
2025Q4
Current $145.43
47
FCXFREEPORT-MCMORAN INC
Basic Materials·Copper
0.53%
of portfolio
Number of shares
1,218,586 sh
Holdings current value
$45.44M
Avg closing price
$10.62
+561.1%
Last action
Trimmed 2.8%
2025Q4
Current $70.21
48
PARAAPARAMOUNT GLOBAL
0.52%
of portfolio
Number of shares
2,831,528 sh
Holdings current value
$44.71M
Avg closing price
$35.45
Last action
Exited
2025Q3
Current —
49
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.49%
of portfolio
Number of shares
134,805 sh
Holdings current value
$42.56M
Avg closing price
$123.58
+242.1%
Last action
Added 1.3%
2025Q4
Current $422.79
50
MATWMATTHEWS INTL CORP
Industrials·Conglomerates
0.48%
of portfolio
Number of shares
1,060,701 sh
Holdings current value
$41.27M
Avg closing price
$29.40
-6.3%
Last action
Added 14.8%
2025Q4
Current $27.54
51
IEXIDEX CORP
Industrials·Specialty Industrial Machinery
0.48%
of portfolio
Number of shares
197,528 sh
Holdings current value
$41.09M
Avg closing price
$82.88
+148.5%
Last action
Trimmed 1.8%
2025Q4
Current $205.92
52
IMKTAINGLES MKTS INC
Consumer Defensive·Grocery Stores
0.47%
of portfolio
Number of shares
542,920 sh
Holdings current value
$40.90M
Avg closing price
$40.20
+127.3%
Last action
Trimmed 0.0%
2025Q4
Current $91.39
53
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
0.47%
of portfolio
Number of shares
44,811 sh
Holdings current value
$40.73M
Avg closing price
$107.75
-13.0%
Last action
Trimmed 46.1%
2025Q4
Current $93.71
54
ENRENERGIZER HLDGS INC NEW
Industrials·Electrical Equipment & Parts
0.47%
of portfolio
Number of shares
1,270,495 sh
Holdings current value
$40.71M
Avg closing price
$33.21
-38.3%
Last action
Added 16.3%
2025Q4
Current $20.48
55
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.47%
of portfolio
Number of shares
306,452 sh
Holdings current value
$40.41M
Avg closing price
$173.57
+95.5%
Last action
Added 0.5%
2025Q4
Current $339.40
56
MWAMUELLER WTR PRODS INC
Industrials·Specialty Industrial Machinery
0.47%
of portfolio
Number of shares
3,174,430 sh
Holdings current value
$40.25M
Avg closing price
$11.39
+155.1%
Last action
Trimmed 1.4%
2025Q4
Current $29.07
57
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.46%
of portfolio
Number of shares
975,801 sh
Holdings current value
$39.87M
Avg closing price
$48.33
+68.4%
Last action
Trimmed 1.6%
2025Q4
Current $81.41
58
SBGISINCLAIR INC
Communication Services·Broadcasting
0.46%
of portfolio
Number of shares
3,524,743 sh
Holdings current value
$39.55M
Avg closing price
$13.90
+20.8%
Last action
Trimmed 1.4%
2025Q4
Current $16.79
59
HALHALLIBURTON CO
Energy·Oil & Gas Equipment & Services
0.45%
of portfolio
Number of shares
960,344 sh
Holdings current value
$38.89M
Avg closing price
$32.52
+14.3%
Last action
Trimmed 1.7%
2025Q4
Current $37.15
60
TDSTELEPHONE & DATA SYS INC
Communication Services·Telecom Services
0.45%
of portfolio
Number of shares
2,123,914 sh
Holdings current value
$38.89M
Avg closing price
$24.40
+87.8%
Last action
Trimmed 2.2%
2025Q4
Current $45.82
61
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.45%
of portfolio
Number of shares
267,235 sh
Holdings current value
$38.75M
Avg closing price
$65.54
+373.5%
Last action
Added 0.2%
2025Q4
Current $310.29
62
EPCEDGEWELL PERS CARE CO
Consumer Defensive·Household & Personal Products
0.45%
of portfolio
Number of shares
1,039,353 sh
Holdings current value
$38.41M
Avg closing price
$53.91
-56.6%
Last action
Trimmed 1.2%
2025Q4
Current $23.40
63
BYDBOYD GAMING CORP
Consumer Cyclical·Resorts & Casinos
0.43%
of portfolio
Number of shares
616,969 sh
Holdings current value
$37.53M
Avg closing price
$20.66
+323.6%
Last action
Trimmed 6.9%
2025Q4
Current $87.52
64
TNCTENNANT CO
Industrials·Specialty Industrial Machinery
0.43%
of portfolio
Number of shares
499,250 sh
Holdings current value
$37.02M
Avg closing price
$58.30
+35.0%
Last action
Added 0.6%
2025Q4
Current $78.70
65
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.41%
of portfolio
Number of shares
123,706 sh
Holdings current value
$35.36M
Avg closing price
$115.99
+258.4%
Last action
Added 0.1%
2025Q4
Current $415.73
66
CXTCRANE HLDGS CO
Industrials·Specialty Industrial Machinery
0.40%
of portfolio
Number of shares
614,257 sh
Holdings current value
$34.13M
Avg closing price
$76.65
-39.5%
Last action
Trimmed 0.6%
2025Q4
Current $46.40
67
CWCURTISS WRIGHT CORP
Industrials·Aerospace & Defense
0.39%
of portfolio
Number of shares
172,480 sh
Holdings current value
$33.74M
Avg closing price
$75.67
+872.2%
Last action
Trimmed 2.0%
2025Q4
Current $735.65
68
GEFGREIF INC
Consumer Cyclical·Packaging & Containers
0.38%
of portfolio
Number of shares
494,580 sh
Holdings current value
$33.04M
Avg closing price
$34.99
+99.7%
Last action
Trimmed 5.2%
2025Q4
Current $69.88
69
SPHRMADISON SQUARE GRDN ENTERTNM
Communication Services·Entertainment
0.38%
of portfolio
Number of shares
884,936 sh
Holdings current value
$32.88M
Avg closing price
$70.42
+92.6%
Last action
Trimmed 1.6%
2025Q4
Current $135.67
70
ITTITT INC
Industrials·Specialty Industrial Machinery
0.38%
of portfolio
Number of shares
335,555 sh
Holdings current value
$32.85M
Avg closing price
$46.61
+369.9%
Last action
Added 4.4%
2025Q4
Current $219.02
71
TXNMPNM RES INC
Utilities·Utilities - Regulated Electric
0.38%
of portfolio
Number of shares
731,021 sh
Holdings current value
$32.61M
Avg closing price
$36.63
+61.0%
Last action
Trimmed 4.0%
2025Q4
Current $58.97
72
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
0.38%
of portfolio
Number of shares
2,991,418 sh
Holdings current value
$32.49M
Avg closing price
$13.22
+107.8%
Last action
Trimmed 6.3%
2025Q4
Current $27.47
73
BRK.BBERKSHIRE HATHAWAY INC DEL
0.38%
of portfolio
Number of shares
92,699 sh
Holdings current value
$32.47M
Avg closing price
$235.97
+101.1%
Last action
Added 0.9%
2025Q4
Current $474.58
74
AZZAZZ INC
Industrials·Specialty Business Services
0.37%
of portfolio
Number of shares
697,204 sh
Holdings current value
$31.78M
Avg closing price
$40.65
+237.6%
Last action
Trimmed 7.4%
2025Q4
Current $137.24
75
CHDNCHURCHILL DOWNS INC
Consumer Cyclical·Gambling
0.37%
of portfolio
Number of shares
273,016 sh
Holdings current value
$31.68M
Avg closing price
$122.32
-24.6%
Last action
Trimmed 1.6%
2025Q4
Current $92.21

Portfolio heatmap

Box size = % of portfolio · color = return since filing
HRI
2.28% · -7.4%
GATX
1.84% · +82.4%
MLI
1.74% · +62.5%
TXT
1.52% · +17.2%
SONY
1.44% · -73.7%
CR
1.36% · +117.0%
MOD
1.34% · +432.7%
CNH INDL N V
1.23%
AME
1.21% · +59.9%
MSGS
1.16% · +90.6%
AXP
1.13% · +122.3%
NPO
1.11% · +132.4%
BATRA
1.09% · +35.2%
WTS
1.08% · +75.0%
RHP
1.07% · +24.3%
RSG
1.00% · +45.7%
GPC
0.90% · -21.2%
BK
0.90% · +216.8%
ROL
0.89% · +47.3%
PAG
0.84% · -3.4%
DE
0.80% · +56.5%
AN
0.76% · +37.4%
GGG
0.75% · +19.0%
GFF
0.74% · +121.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials114 pos$2.67B35.6%
  • Consumer Cyclical77 pos$1.14B15.3%
  • Communication Services52 pos$887.1M11.8%
  • Financial Services74 pos$586.9M7.8%
  • Technology58 pos$510.7M6.8%
  • Consumer Defensive46 pos$488.8M6.5%
  • Basic Materials41 pos$326.4M4.4%
  • Healthcare51 pos$280.7M3.7%
  • Energy27 pos$210.7M2.8%
  • Utilities28 pos$199.9M2.7%
  • Real Estate27 pos$186.9M2.5%
(13.2% unclassified, excluded from %)