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 13F filing (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 25.4% over the past year. OpenStocks tracks 40 consecutive 13F filings 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
$4.71B
Lifetime sells
$7.40B
Quarter activity
What changed in 2025Q2 — net new, added, trimmed, exited.
New positions232 names
- IVVISHARES TR+74,230$46.1M
- VTIVANGUARD INDEX FDS+54,566$16.6M
- SKAASKECHERS U S A INC+126,000$8.0M
- VFHVANGUARD WORLD FDS+53,181$6.8M
- 85205LSPRINGWORKS THERAPEUTICS INC+136,600$6.4M
- G0250XAMCOR PLC+698,014$6.4M
- ECGEVERUS CONSTR GROUP+92,174$5.9M
- EFAISHARES TR+62,167$5.6M
- UHAL/BU HAUL HOLDING COMPANY+87,768$4.8M
- XLCSELECT SECTOR SPDR TR+43,300$4.7M
- VBVANGUARD INDEX FDS+17,557$4.2M
- REZISHARES TR+50,468$4.2M
- + 220 more…
Added to318 names
- ORLYOREILLY AUTOMOTIVE INC+593,985$53.5M
- SPYSPDR S&P 500 ETF TR+18,124$11.2M
- ENRENERGIZER HLDGS INC NEW+491,794$9.9M
- AUBATLANTIC UN BANKSHARES CORP+192,195$6.0M
- CPBCAMPBELL SOUP CO+183,976$5.6M
- AAPADVANCE AUTO PARTS INC+112,300$5.2M
- SMPSTANDARD MTR PRODS INC+166,481$5.1M
- AMZNAMAZON COM INC+22,267$4.9M
- G97822PERRIGO CO PLC+167,292$4.5M
- ZBHZIMMER BIOMET HOLDINGS INC+45,164$4.1M
- MNROMONRO INC+271,950$4.1M
- LBRDALIBERTY BROADBAND CORP+41,113$4.0M
- + 306 more…
Trimmed342 names
- JPMJPMORGAN CHASE & CO−28,053$8.1M
- ROLROLLINS INC−129,875$7.3M
- WFCWELLS FARGO CO NEW−87,101$7.0M
- AXPAMERICAN EXPRESS CO−19,729$6.3M
- SONYSONY GROUP CORPORATION−234,111$6.1M
- MLIMUELLER INDS INC−65,229$5.2M
- TG7TRIUMPH GROUP INC NEW−198,339$5.1M
- OWLBLUE OWL CAPITAL INC−222,080$4.3M
- BKBANK NEW YORK MELLON CORP−45,014$4.1M
- RSGREPUBLIC SVCS INC−15,927$3.9M
- CRCRANE COMPANY−20,503$3.9M
- GOOGALPHABET INC−21,592$3.8M
- + 330 more…
Exited38 names
- SD2SANDY SPRING BANCORP INC−220,206$6.2M
- ITCIEURINTRA-CELLULAR THERAPIES INC−38,100$5.0M
- LGFEURLIONS GATE ENTMNT CORP−408,300$3.6M
- PDCOEURPATTERSON COS INC−97,550$3.0M
- 461148INTEVAC INC−730,428$2.9M
- BECNUSDBEACON ROOFING SUPPLY INC−21,480$2.7M
- HEESEURH & E EQUIPMENT SERVICES INC−25,200$2.4M
- ABXBARRICK GOLD CORP−101,470$2.0M
- ACCDEURACCOLADE INC−220,000$1.5M
- 91829FVOXX INTL CORP−200,000$1.5M
- 0OIASOLARWINDS CORP−79,964$1.5M
- 69526KPACTIV EVERGREEN INC−75,000$1.4M
- + 26 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
