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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Mario Gabelli (GAMCO)
  • Overview
  • Portfolio1.0k
  • Performance40Q
  • Options
  • Activity29k
  • News
Asset Manager · CIK 0000807249

Mario Gabelli

GAMCO
Share
  • Industrials Tilt
  • Concentrated
  • Large Fund

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.

Track Mario's filingsView holdings↓
Portfolio
$10.41B
Positions
1036
Quarter
2025Q4
Filings tracked
40
1Y+21.8%Since filing+123.0%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$1.35B+$675M$0-$675M-$1.35B'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1
Latest · 2024Q1
-$189M
Lifetime buys
$5.31B
Lifetime sells
$10.03B

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
TRIM
Mario Gabelli (GAMCO) trimmed RMBI
RICHMOND MUT BANCORPORATION
−5,896
~$14.04 · 2025Q4
2026-02-05
ADD
Mario Gabelli (GAMCO) added to FLR
FLUOR CORP NEW
+36,177
~$39.63 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed COP
CONOCOPHILLIPS
−6,575
~$93.61 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed GOLD
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
Mario Gabelli (GAMCO) trimmed WYNN
WYNN RESORTS LTD
−4,400
~$120.33 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed DIS
DISNEY WALT CO
−3,480
~$113.77 · 2025Q4
2026-02-05
SOLD
Mario Gabelli (GAMCO) exited VRSN
VERISIGN INC
−1,383
~$279.57 · 2025Q4
2026-02-05
ADD
Mario Gabelli (GAMCO) added to VTI
VANGUARD INDEX FDS
+2,075
~$335.27 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed VFH
VANGUARD WORLD FDS
−713
~$133.49 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed TTMI
TTM TECHNOLOGIES INC
−19,011
~$69.00 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed TXT
TEXTRON INC
−9,235
~$87.17 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed SYU1
SYNOVUS FINL CORP
−13,119
~$50.05 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed SPHR
MADISON SQUARE GRDN ENTERTNM
−14,742
~$95.08 · 2025Q4
2026-02-05
ADD
Mario Gabelli (GAMCO) added to GLD
SPDR GOLD TR
+100
~$396.31 · 2025Q4
2026-02-05
TRIM
Mario Gabelli (GAMCO) trimmed SEI
SOLARIS OILFIELD INFRASTRUCT
−127
~$45.97 · 2025Q4
2026-02-05