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 2024Q1 — net new, added, trimmed, exited.
New positions55 names
- AMATAPPLIED MATLS INC+26,645$5.5M
- SYKSTRYKER CORPORATION+14,067$5.0M
- JNPJUNIPER NETWORKS INC+133,432$4.9M
- COOCOOPER COS INC+44,000$4.5M
- TASTUSDCARROLS RESTAURANT GROUP INC+442,226$4.2M
- ETRNUSDEQUITRANS MIDSTREAM CORP+294,537$3.7M
- MDC1USDM D C HLDGS INC+40,400$2.5M
- AXNX*AXONICS INC+29,209$2.0M
- TG7TRIUMPH GROUP INC NEW+102,700$1.5M
- DOOREURMASONITE INTL CORP+9,439$1.2M
- EXECHESAPEAKE ENERGY CORP+12,000$1.1M
- G0508HARCADIUM LITHIUM PLC+201,325$868K
- + 43 more…
Added to216 names
- TVGRUPO TELEVISA S A B+2,984,705$9.6M
- PFEPFIZER INC+295,139$8.2M
- WBAWALGREENS BOOTS ALLIANCE INC+350,450$7.6M
- CPBCAMPBELL SOUP CO+157,809$7.0M
- SPBSPECTRUM BRANDS HLDGS INC NE+77,835$6.9M
- ORLYOREILLY AUTOMOTIVE INC+5,099$5.8M
- TGNATEGNA INC+384,687$5.7M
- CPE*CALLON PETE CO DEL+159,080$5.7M
- NFGNATIONAL FUEL GAS CO+96,410$5.2M
- G61188LIBERTY GLOBAL LTD+301,639$5.1M
- NWNNORTHWEST NAT HLDG CO+125,000$4.7M
- UBERUBER TECHNOLOGIES INC+57,194$4.4M
- + 204 more…
Trimmed363 names
- MODMODINE MFG CO−519,468$49.4M
- GFFGRIFFON CORP−418,961$30.7M
- NPOENPRO INDS INC−108,708$18.3M
- CXTCRANE HLDGS CO−201,065$12.4M
- MLIMUELLER INDS INC−206,431$11.1M
- HRIHERC HLDGS INC−53,723$9.0M
- UNHUNITEDHEALTH GROUP INC−17,448$8.6M
- NOWSERVICENOW INC−10,280$7.8M
- GOOGALPHABET INC−47,722$7.3M
- CVCOCAVCO INDS INC DEL−17,410$6.9M
- KAMNUSDKAMAN CORP−134,981$6.2M
- AXPAMERICAN EXPRESS CO−24,232$5.5M
- + 351 more…
Exited44 names
- THSTREEHOUSE FOODS INC−199,712$8.3M
- 84612USOVOS BRANDS INC−370,895$8.2M
- 096308BLUEGREEN VACATIONS HLDG COR−62,605$4.7M
- 216648COOPER COS INC−11,000$4.2M
- 48576AKARUNA THERAPEUTICS INC−12,540$4.0M
- 848637SPLUNK INC−21,050$3.2M
- G7496GRENAISSANCERE HLDGS LTD−16,100$3.2M
- 29283FENGAGESMART INC−125,683$2.9M
- 168615CHICOS FAS INC−358,729$2.7M
- 25470MDISH NETWORK CORPORATION−459,246$2.6M
- 60468TMIRATI THERAPEUTICS INC−36,100$2.1M
- G25508CRH PLC−25,290$1.7M
- + 32 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
