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 2023Q2 — net new, added, trimmed, exited.
New positions50 names
- CRCRANE COMPANY+1,346,069$120.0M
- SBGISINCLAIR INC+3,432,873$47.4M
- MSGEMADISON SQUARE GARDEN ENTMT+880,911$29.6M
- RBARB GLOBAL INC+95,078$5.7M
- CDNSCADENCE DESIGN SYSTEM INC+13,708$3.2M
- 23345JDICE THERAPEUTICS INC+61,100$2.8M
- WESTWESTROCK COFFEE CO+257,250$2.8M
- 46583PIVERIC BIO INC+60,025$2.4M
- 00386BABSOLUTE SOFTWARE CORP+173,600$2.0M
- 16961LCHINOOK THERAPEUTICS INC+35,650$1.4M
- 858098STEEL CONNECT INC+146,222$1.2M
- KNFKNIFE RIVER CORP+20,690$900K
- + 38 more…
Added to286 names
- CHDNCHURCHILL DOWNS INC+121,975$17.0M
- TGNATEGNA INC+576,064$9.4M
- PARAAPARAMOUNT GLOBAL+445,501$8.3M
- GTXGARRETT MOTION INC+763,934$5.8M
- WBDWARNER BROS DISCOVERY INC+356,727$4.5M
- ADUNITED STATES CELLULAR CORP+245,558$4.3M
- THSTREEHOUSE FOODS INC+84,823$4.3M
- POSTPOST HLDGS INC+44,228$3.8M
- TVGRUPO TELEVISA S A B+705,518$3.6M
- 636518NATIONAL INSTRS CORP+62,971$3.6M
- SWXSOUTHWEST GAS HLDGS INC+55,779$3.6M
- PANWPALO ALTO NETWORKS INC+13,862$3.5M
- + 274 more…
Trimmed340 names
- VVVVALVOLINE INC−681,108$25.5M
- MLIMUELLER INDS INC−225,627$19.7M
- CXTCRANE HLDGS CO−299,774$16.9M
- 007800AEROJET ROCKETDYNE HLDGS INC−213,397$11.7M
- AXPAMERICAN EXPRESS CO−53,177$9.3M
- 17273KCIRCOR INTL INC−132,913$7.5M
- JPMJPMORGAN CHASE & CO−48,197$7.0M
- NVDANVIDIA CORPORATION−15,115$6.4M
- CVCOCAVCO INDS INC DEL−21,577$6.4M
- G97822PERRIGO CO PLC−180,827$6.1M
- CVSCVS HEALTH CORP−85,216$5.9M
- GATXGATX CORP−37,677$4.9M
- + 328 more…
Exited70 names
- 829226SINCLAIR BROADCAST GROUP INC−2,905,561$49.9M
- 45580RINDUS REALTY TRUST INC−444,747$29.5M
- 767744RITCHIE BROS AUCTIONEERS−163,408$9.2M
- 67181AOAK STR HEALTH INC−196,340$7.6M
- 89421BTRAVELCENTERS OF AMERICA INC−87,165$7.5M
- 141619CARDIOVASCULAR SYS INC DEL−343,500$6.8M
- 366505GARRETT MOTION INC−501,921$4.5M
- 57778KMAXAR TECHNOLOGIES INC−69,236$3.5M
- 494274KIMBALL INTL INC−278,650$3.5M
- FISFIDELITY NATL INFORMATION SV−52,341$2.8M
- 253651DIEBOLD NIXDORF INC−2,277,240$2.7M
- NETCLOUDFLARE INC−37,494$2.3M
- + 58 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
