Asset Manager · CIK 0000807249
Mario Gabelli
GAMCO
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.
Portfolio
$10.41B
Positions
1036
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$59M
Lifetime buys
$5.04B
Lifetime sells
$7.88B
Quarter activity
What changed in 2023Q1 — net new, added, trimmed, exited.
New positions52 names
- 767744RITCHIE BROS AUCTIONEERS+163,408$9.2M
- 67181AOAK STR HEALTH INC+196,340$7.6M
- BALLBALL CORP+81,210$4.5M
- GBXGREENBRIER COS INC+132,000$4.2M
- GCADGBL AERO & DEF+109,800$2.7M
- 81181CSEAGEN INC+13,350$2.7M
- PMPHILIP MORRIS INTL INC+23,470$2.3M
- G28923DIVERSEY HLDGS LTD+181,125$1.5M
- NWSNEWS CORP NEW+82,900$1.4M
- 91336LUNIVAR SOLUTIONS INC+26,275$920K
- DYDYCOM INDS INC+9,148$857K
- 747601QUALTRICS INTL INC+47,469$846K
- + 40 more…
Added to225 names
- WBDWARNER BROS DISCOVERY INC+891,402$13.5M
- TGNATEGNA INC+539,291$9.1M
- 829226SINCLAIR BROADCAST GROUP INC+501,467$8.6M
- METAMETA PLATFORMS INC+39,445$8.4M
- SCHWSCHLUMBERGER LTD+138,267$6.8M
- G97822PERRIGO CO PLC+188,952$6.8M
- TVGRUPO TELEVISA S A B+1,075,886$5.7M
- 141619CARDIOVASCULAR SYS INC DEL+277,000$5.5M
- 89421BTRAVELCENTERS OF AMERICA INC+50,385$4.4M
- HYHYSTER YALE MATLS HANDLING I+84,260$4.2M
- GTXGARRETT MOTION INC+511,189$3.9M
- SWXSOUTHWEST GAS HLDGS INC+58,451$3.7M
- + 213 more…
Trimmed391 names
- GFFGRIFFON CORP−954,536$30.6M
- 007800AEROJET ROCKETDYNE HLDGS INC−296,469$16.7M
- IRDMIRIDIUM COMMUNICATIONS INC−248,800$15.4M
- HRIHERC HLDGS INC−132,767$15.1M
- DDDUPONT DE NEMOURS INC−209,828$15.1M
- MLIMUELLER INDS INC−187,314$13.8M
- IFFINTERNATIONAL FLAVORS&FRAGRA−147,754$13.6M
- ORLYOREILLY AUTOMOTIVE INC−13,767$11.7M
- EPCEDGEWELL PERS CARE CO−261,239$11.1M
- AXPAMERICAN EXPRESS CO−62,704$10.3M
- RSGREPUBLIC SVCS INC−73,976$10.0M
- TMUST-MOBILE US INC−65,281$9.5M
- + 379 more…
Exited56 names
- 449253IAA INC−452,150$18.1M
- 589584MERIDIAN BIOSCIENCE INC−219,351$7.3M
- 02208RALTRA INDL MOTION CORP−85,250$5.1M
- VONGVANGUARD SCOTTSDALE FDS−69,625$3.8M
- 22266LCOUPA SOFTWARE INC−38,027$3.0M
- 223622COWEN INC−75,200$2.9M
- G637AMMYOVANT SCIENCES LTD−103,879$2.8M
- 26927EEVO PMTS INC−62,611$2.1M
- 82671GSIGNIFY HEALTH INC−71,914$2.1M
- S76STORE CAP CORP−63,352$2.0M
- 49926TKNOWBE4 INC−80,999$2.0M
- 049164ATLAS AIR WORLDWIDE HLDGS IN−19,127$1.9M
- + 44 more…
Recent transactions
Last 20 moves
NEW
WABASH NATL CORP
+20,000
~$8.65 · 2025Q4
2026-02-05
NEW
PURECYCLE TECHNOLOGIES 7.250 08/15/30 CVT
+300,000
~$1.00 · 2025Q4
2026-02-05
NEW
ISHARES SILVER TR
+3,300
~$64.42 · 2025Q4
2026-02-05
