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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
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
$5.04B
Lifetime sells
$7.88B

Quarter activity

What changed in 2024Q3 - net new, added, trimmed, exited.
New positions53 names
  • INVXINNOVEX INTERNATIONAL INC
    +2,316,465
    $34.0M
  • SIRISIRIUSXM HOLDINGS INC
    +524,193
    $12.4M
  • CHUYUSDCHUYS HLDGS INC
    +184,354
    $6.9M
  • G87052TE CONNECTIVITY PLC
    +19,850
    $3.0M
  • CTRICENTURI HOLDINGS INC
    +157,800
    $2.5M
  • G3075PENSTAR GROUP LIMITED
    +6,650
    $2.1M
  • XRXXEROX HOLDINGS CORP
    +175,900
    $1.8M
  • SCHHSCHWAB STRATEGIC TR
    +61,300
    $1.4M
  • VGREURVECTOR GROUP LTD
    +93,200
    $1.4M
  • 67079ANUVEI CORPORATION
    +37,307
    $1.2M
  • AZOAUTOZONE INC
    +387
    $1.2M
  • G0378LANGLOGOLD ASHANTI PLC
    +31,900
    $849K
  • + 41 more…
Added to189 names
  • SMPSTANDARD MTR PRODS INC
    +361,460
    $12.0M
  • VNQVANGUARD INDEX FDS
    +114,700
    $11.2M
  • AAPADVANCE AUTO PARTS INC
    +250,930
    $9.8M
  • AQNALGONQUIN PWR UTILS CORP
    +1,376,640
    $7.5M
  • PDCOEURPATTERSON COS INC
    +166,550
    $3.6M
  • XLPSELECT SECTOR SPDR TR
    +36,000
    $3.0M
  • ROGROGERS CORP
    +25,966
    $2.9M
  • PFEPFIZER INC
    +97,078
    $2.8M
  • CPBCAMPBELL SOUP CO
    +56,157
    $2.7M
  • SRCLEURSTERICYCLE INC
    +42,000
    $2.6M
  • TG7TRIUMPH GROUP INC NEW
    +184,399
    $2.4M
  • AGREURAVANGRID INC
    +64,318
    $2.3M
  • + 177 more…
Trimmed457 names
  • MLIMUELLER INDS INC
    −280,658
    $20.8M
  • NVDANVIDIA CORPORATION
    −121,942
    $14.8M
  • MODMODINE MFG CO
    −108,738
    $14.4M
  • NPOENPRO INDS INC
    −70,841
    $11.5M
  • BCBEURPRIMO WATER CORPORATION
    −437,292
    $11.0M
  • HRIHERC HLDGS INC
    −61,028
    $9.7M
  • BKBANK NEW YORK MELLON CORP
    −80,752
    $5.8M
  • SONYSONY GROUP CORPORATION
    −55,779
    $5.4M
  • TXTTEXTRON INC
    −58,355
    $5.2M
  • AXPAMERICAN EXPRESS CO
    −18,598
    $5.0M
  • CVCOCAVCO INDS INC DEL
    −11,530
    $4.9M
  • LEN/BLENNAR CORP
    −23,383
    $4.0M
  • + 445 more…
Exited60 names
  • DRQEURDRIL-QUIP INC
    −2,222,716
    $41.3M
  • 82710MSILK RD MED INC
    −254,750
    $6.9M
  • LM0CLIBERTY MEDIA CORP DEL
    −218,757
    $4.8M
  • 680710OLINK HLDG AB
    −185,600
    $4.7M
  • ETRNUSDEQUITRANS MIDSTREAM CORP
    −325,030
    $4.2M
  • 531229LIBERTY MEDIA CORP DEL
    −177,384
    $3.9M
  • SIRIEURSIRIUS XM HOLDINGS INC
    −1,384,616
    $3.9M
  • H84989TE CONNECTIVITY LTD
    −19,850
    $3.0M
  • WIREEURENCORE WIRE CORP
    −9,750
    $2.8M
  • CERE1EURCEREVEL THERAPEUTICS HLDNG I
    −59,350
    $2.4M
  • EVBGEUREVERBRIDGE INC
    −62,365
    $2.2M
  • NWLIEURNATIONAL WESTN LIFE GROUP IN
    −4,335
    $2.2M
  • + 48 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
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