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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  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
+$816M+$408M$0-$408M-$816M'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4
Latest · 2024Q4
-$111M
Lifetime buys
$4.94B
Lifetime sells
$8.64B

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.
New positions59 names
  • 867975SUNRISE COMMUNICATIONS AG
    +442,502
    $19.1M
  • 690045REVELYST INC
    +512,939
    $9.9M
  • 7SUSUMMIT MATLS INC
    +182,800
    $9.2M
  • BLKBLACKROCK INC
    +4,913
    $5.0M
  • FYBRFRONTIER COMMUNICATIONS PARE
    +52,195
    $1.8M
  • GPGICOMPOSECURE INC
    +95,000
    $1.5M
  • AHRAMERICAN HEALTHCARE REIT INC
    +40,500
    $1.2M
  • 69526KPACTIV EVERGREEN INC
    +62,950
    $1.1M
  • ZUOUSDZUORA INC
    +108,913
    $1.1M
  • IONQIONQ INC
    +24,675
    $1.0M
  • PRMBPRIMO BRANDS CORPORATION
    +29,000
    $892K
  • IVTINVENTRUST PPTYS CORP
    +28,500
    $859K
  • + 47 more…
Added to218 names
  • SONYSONY GROUP CORPORATION
    +5,038,245
    $106.6M
  • TSCOTRACTOR SUPPLY CO
    +201,200
    $10.7M
  • AVGOBROADCOM INC
    +44,691
    $10.4M
  • CPBCAMPBELL SOUP CO
    +158,246
    $6.6M
  • AQNALGONQUIN PWR UTILS CORP
    +1,298,030
    $5.8M
  • OWLBLUE OWL CAPITAL INC
    +238,730
    $5.6M
  • ORCLORACLE CORP
    +26,565
    $4.4M
  • TXNTEXAS INSTRS INC
    +22,770
    $4.3M
  • NFGNATIONAL FUEL GAS CO
    +70,332
    $4.3M
  • TGTREDEGAR CORP
    +513,415
    $3.9M
  • AJGGALLAGHER ARTHUR J & CO
    +11,664
    $3.3M
  • JBSSSANFILIPPO JOHN B & SON INC
    +28,970
    $2.5M
  • + 206 more…
Trimmed413 names
  • HRIHERC HLDGS INC
    −304,709
    $57.7M
  • MLIMUELLER INDS INC
    −341,204
    $27.1M
  • NPOENPRO INDS INC
    −82,949
    $14.3M
  • VNQVANGUARD INDEX FDS
    −113,700
    $10.1M
  • AXPAMERICAN EXPRESS CO
    −33,526
    $10.0M
  • MODMODINE MFG CO
    −73,971
    $8.6M
  • WBSWEBSTER FINL CORP
    −140,186
    $7.7M
  • GATXGATX CORP
    −40,540
    $6.3M
  • CRCRANE COMPANY
    −39,598
    $6.0M
  • CVCOCAVCO INDS INC DEL
    −13,285
    $5.9M
  • G61188LIBERTY GLOBAL LTD
    −402,541
    $5.3M
  • BYDBOYD GAMING CORP
    −63,269
    $4.6M
  • + 401 more…
Exited53 names
  • AGREURAVANGRID INC
    −480,325
    $17.2M
  • VSTOEURVISTA OUTDOOR INC
    −337,455
    $13.2M
  • BCBEURPRIMO WATER CORPORATION
    −395,200
    $10.0M
  • CHUYUSDCHUYS HLDGS INC
    −184,354
    $6.9M
  • BLKCHFBLACKROCK INC
    −5,031
    $4.8M
  • SRCLEURSTERICYCLE INC
    −61,965
    $3.8M
  • XLUSELECT SECTOR SPDR TR
    −43,233
    $3.5M
  • AXNX*AXONICS INC
    −38,884
    $2.7M
  • PETQEURPETIQ INC
    −86,195
    $2.7M
  • VZIOEURVIZIO HLDG CORP
    −176,279
    $2.0M
  • 73939CPOWERSCHOOL HOLDINGS INC
    −86,185
    $2.0M
  • 00258WTHE AARONS COMPANY INC
    −190,090
    $1.9M
  • + 41 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