Asset Manager · CIK 0000807249

Mario Gabelli

GAMCO
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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
1Y+21.8%3Y+75.4%5Y+74.1%Full performance →
Capital flow per quarter
BuysSellsNet
+$771M+$385M$0-$385M-$771M'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$59M
Lifetime buys
$4.71B
Lifetime sells
$7.40B

Quarter activity

What changed in 2023Q3 — net new, added, trimmed, exited.
New positions48 names
  • BATRAATLANTA BRAVES HLDGS INC
    +2,403,723
    $93.9M
  • BATRKATLANTA BRAVES HLDGS INC
    +1,434,735
    $51.3M
  • 84612USOVOS BRANDS INC
    +490,100
    $11.1M
  • LM0CLIBERTY MEDIA CORP DEL
    +367,469
    $9.4M
  • 531229LIBERTY MEDIA CORP DEL
    +315,989
    $8.0M
  • FWONALIBERTY MEDIA CORP DEL
    +123,304
    $7.0M
  • BLBDBLUE BIRD CORP
    +266,290
    $5.7M
  • FWONKLIBERTY MEDIA CORP DEL
    +90,809
    $5.7M
  • RGCORGC RES INC
    +247,300
    $4.3M
  • LLYVK*LIBERTY MEDIA CORP DEL
    +85,344
    $2.7M
  • 05367PAVID TECHNOLOGY INC
    +97,291
    $2.6M
  • LLYVA*LIBERTY MEDIA CORP DEL
    +77,466
    $2.5M
  • + 36 more…
Added to207 names
  • RUSHBRUSH ENTERPRISES INC
    +368,375
    $16.7M
  • GDENGOLDEN ENTMT INC
    +371,850
    $12.7M
  • WBAWALGREENS BOOTS ALLIANCE INC
    +388,742
    $8.6M
  • 16150RCHASE CORP
    +64,744
    $8.2M
  • GMEDGLOBUS MED INC
    +130,516
    $6.5M
  • AMTAMERICAN TOWER CORP NEW
    +31,360
    $5.2M
  • BAXBAXTER INTL INC
    +121,563
    $4.6M
  • TGNATEGNA INC
    +294,390
    $4.3M
  • MIRMIRION TECHNOLOGIES INC
    +566,070
    $4.2M
  • MNROMONRO INC
    +125,435
    $3.5M
  • SPBSPECTRUM BRANDS HLDGS INC NE
    +43,520
    $3.4M
  • DSGRLAWSON PRODS INC
    +130,425
    $3.4M
  • + 195 more…
Trimmed389 names
  • CXTCRANE HLDGS CO
    447,704
    $24.9M
  • 17273KCIRCOR INTL INC
    321,972
    $17.9M
  • MODMODINE MFG CO
    256,696
    $11.7M
  • GMGENERAL MTRS CO
    310,254
    $10.2M
  • ORLYOREILLY AUTOMOTIVE INC
    10,895
    $9.9M
  • METAMETA PLATFORMS INC
    28,647
    $8.6M
  • RSGREPUBLIC SVCS INC
    54,710
    $7.8M
  • CMCSACOMCAST CORP NEW
    167,468
    $7.4M
  • WFCWELLS FARGO CO NEW
    180,588
    $7.4M
  • STTSTATE STR CORP
    101,217
    $6.8M
  • AXPAMERICAN EXPRESS CO
    42,364
    $6.3M
  • WCNWASTE CONNECTIONS INC
    45,394
    $6.1M
  • + 377 more…
Exited58 names
  • 007800AEROJET ROCKETDYNE HLDGS INC
    2,426,153
    $133.1M
  • 531229LIBERTY MEDIA CORP DEL
    2,567,013
    $105.0M
  • 531229LIBERTY MEDIA CORP DEL
    1,333,245
    $52.8M
  • LM03LIBERTY MEDIA CORP DEL
    417,105
    $13.7M
  • LSXMKUSDLIBERTY MEDIA CORP DEL
    379,255
    $12.4M
  • 670704NUVASIVE INC
    179,271
    $7.5M
  • 531229LIBERTY MEDIA CORP DEL
    106,928
    $7.2M
  • FWONKUSDLIBERTY MEDIA CORP DEL
    91,267
    $6.9M
  • EWEDWARDS LIFESCIENCES CORP
    40,545
    $3.8M
  • 98156QWORLD WRESTLING ENTMT INC
    28,700
    $3.1M
  • 34417PFOCUS FINL PARTNERS INC
    57,552
    $3.0M
  • 23345JDICE THERAPEUTICS INC
    61,100
    $2.8M
  • + 46 more…

Recent transactions

Last 20 moves
TRIM
RICHMOND MUT BANCORPORATION
5,896
~$14.04 · 2025Q4
2026-02-05
ADD
FLUOR CORP NEW
+36,177
~$39.63 · 2025Q4
2026-02-05
TRIM
CONOCOPHILLIPS
6,575
~$93.61 · 2025Q4
2026-02-05
TRIM
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
WYNN RESORTS LTD
4,400
~$120.33 · 2025Q4
2026-02-05
TRIM
DISNEY WALT CO
3,480
~$113.77 · 2025Q4
2026-02-05
SOLD
VERISIGN INC
1,383
~$279.57 · 2025Q4
2026-02-05
ADD
VANGUARD INDEX FDS
+2,075
~$335.27 · 2025Q4
2026-02-05
TRIM
VANGUARD WORLD FDS
713
~$133.49 · 2025Q4
2026-02-05
TRIM
TTM TECHNOLOGIES INC
19,011
~$69.00 · 2025Q4
2026-02-05
TRIM
TEXTRON INC
9,235
~$87.17 · 2025Q4
2026-02-05
TRIM
SYNOVUS FINL CORP
13,119
~$50.05 · 2025Q4
2026-02-05
TRIM
MADISON SQUARE GRDN ENTERTNM
14,742
~$95.08 · 2025Q4
2026-02-05
ADD
SPDR GOLD TR
+100
~$396.31 · 2025Q4
2026-02-05
TRIM
SOLARIS OILFIELD INFRASTRUCT
127
~$45.97 · 2025Q4
2026-02-05