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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 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
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