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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)
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  • Portfolio1.0k
  • Performance40Q
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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

Holdings

Sorted by value · 2023Q1
1 / 12
75 of 877
1
HRIHERC HLDGS INC
Industrials·Rental & Leasing Services
2.06%
of portfolio
Number of shares
1,682,055 sh
Holdings current value
$191.59M
Avg closing price
$37.48
+194.0%
Last action
Trimmed 2.0%
2025Q4
Current $110.18
2
MLIMUELLER INDS INC
Industrials·Metal Fabrication
1.80%
of portfolio
Number of shares
2,271,695 sh
Holdings current value
$166.92M
Avg closing price
$37.98
+221.6%
Last action
Trimmed 12.6%
2025Q4
Current $122.13
3
GATXGATX CORP
Industrials·Rental & Leasing Services
1.80%
of portfolio
Number of shares
1,516,606 sh
Holdings current value
$166.86M
Avg closing price
$47.50
+317.9%
Last action
Trimmed 1.9%
2025Q4
Current $198.51
4
CXTCRANE HLDGS CO
Industrials·Specialty Industrial Machinery
1.66%
of portfolio
Number of shares
1,361,735 sh
Holdings current value
$154.56M
Avg closing price
$76.65
-39.5%
Last action
Trimmed 0.3%
2025Q4
Current $46.40
5
007800105AEROJET ROCKETDYNE HLDGS INC
1.60%
of portfolio
Number of shares
2,639,550 sh
Holdings current value
$148.26M
Avg closing price
$21.72
Last action
Exited
2023Q3
Current —
6
N20944109CNH INDL N V
1.50%
of portfolio
Number of shares
9,104,080 sh
Holdings current value
$139.02M
Avg closing price
$8.86
Last action
Trimmed 1.4%
2025Q4
Current —
7
SONYSONY GROUP CORPORATIONADR
Technology·Consumer Electronics
1.49%
of portfolio
Number of shares
1,532,677 sh
Holdings current value
$138.94M
Avg closing price
$22.13
-1.9%
Last action
Trimmed 13.7%
2025Q4
Current $21.70
8
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.33%
of portfolio
Number of shares
748,895 sh
Holdings current value
$123.53M
Avg closing price
$61.40
+440.2%
Last action
Trimmed 3.2%
2025Q4
Current $331.69
9
TXTTEXTRON INC
Industrials·Aerospace & Defense
1.29%
of portfolio
Number of shares
1,693,943 sh
Holdings current value
$119.64M
Avg closing price
$41.67
+119.8%
Last action
Trimmed 0.5%
2025Q4
Current $91.61
10
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
1.24%
of portfolio
Number of shares
591,512 sh
Holdings current value
$115.26M
Avg closing price
$170.88
+96.6%
Last action
Added 1.2%
2025Q4
Current $336.02
11
AMEAMETEK INC
Industrials·Specialty Industrial Machinery
1.13%
of portfolio
Number of shares
721,647 sh
Holdings current value
$104.88M
Avg closing price
$49.98
+372.7%
Last action
Trimmed 2.2%
2025Q4
Current $236.26
12
RHPRYMAN HOSPITALITY PPTYS INCREIT
Real Estate·REIT - Hotel & Motel
1.11%
of portfolio
Number of shares
1,149,843 sh
Holdings current value
$103.18M
Avg closing price
$51.86
+99.7%
Last action
Trimmed 0.2%
2025Q4
Current $103.54
13
WTSWATTS WATER TECHNOLOGIES INC
Industrials·Specialty Industrial Machinery
1.05%
of portfolio
Number of shares
578,002 sh
Holdings current value
$97.29M
Avg closing price
$55.13
+448.6%
Last action
Trimmed 2.3%
2025Q4
Current $302.45
14
GPCGENUINE PARTS CO
Consumer Cyclical·Auto Parts
1.03%
of portfolio
Number of shares
570,333 sh
Holdings current value
$95.42M
Avg closing price
$99.95
+13.8%
Last action
Trimmed 4.1%
2025Q4
Current $113.79
15
RSGREPUBLIC SVCS INC
Industrials·Waste Management
1.00%
of portfolio
Number of shares
685,185 sh
Holdings current value
$92.65M
Avg closing price
$48.56
+327.6%
Last action
Added 0.3%
2025Q4
Current $207.66
16
NPOENPRO INDS INC
Industrials·Specialty Industrial Machinery
0.96%
of portfolio
Number of shares
861,586 sh
Holdings current value
$89.51M
Avg closing price
$65.65
+329.0%
Last action
Trimmed 1.7%
2025Q4
Current $281.67
17
531229706LIBERTY MEDIA CORP DEL
0.94%
of portfolio
Number of shares
2,526,843 sh
Holdings current value
$87.38M
Avg closing price
$24.82
Last action
Exited
2023Q3
Current —
18
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
0.89%
of portfolio
Number of shares
1,830,494 sh
Holdings current value
$83.18M
Avg closing price
$36.91
+266.0%
Last action
Trimmed 4.7%
2025Q4
Current $135.10
19
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.86%
of portfolio
Number of shares
2,139,591 sh
Holdings current value
$80.30M
Avg closing price
$32.26
+70.5%
Last action
Trimmed 4.4%
2025Q4
Current $55.00
20
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
0.84%
of portfolio
Number of shares
188,572 sh
Holdings current value
$77.86M
Avg closing price
$76.99
+666.9%
Last action
Trimmed 4.7%
2025Q4
Current $590.46
21
GGGGRACO INC
Industrials·Specialty Industrial Machinery
0.75%
of portfolio
Number of shares
955,945 sh
Holdings current value
$69.79M
Avg closing price
$59.84
+45.0%
Last action
Trimmed 0.8%
2025Q4
Current $86.74
22
CTSCTS CORP
Technology·Electronic Components
0.75%
of portfolio
Number of shares
1,403,858 sh
Holdings current value
$69.43M
Avg closing price
$16.05
+243.5%
Last action
Trimmed 2.7%
2025Q4
Current $55.13
23
CVCOCAVCO INDS INC DEL
Consumer Cyclical·Residential Construction
0.72%
of portfolio
Number of shares
211,104 sh
Holdings current value
$67.08M
Avg closing price
$93.72
+475.2%
Last action
Trimmed 2.6%
2025Q4
Current $539.06
24
MYEMYERS INDS INC
Consumer Cyclical·Packaging & Containers
0.72%
of portfolio
Number of shares
3,125,731 sh
Holdings current value
$66.98M
Avg closing price
$13.37
+61.9%
Last action
Trimmed 0.3%
2025Q4
Current $21.65
25
NFGNATIONAL FUEL GAS CO
Energy·Oil & Gas Integrated
0.72%
of portfolio
Number of shares
1,152,466 sh
Holdings current value
$66.54M
Avg closing price
$53.19
+64.5%
Last action
Added 3.3%
2025Q4
Current $87.51
26
MODMODINE MFG CO
Consumer Cyclical·Auto Parts
0.71%
of portfolio
Number of shares
2,860,777 sh
Holdings current value
$65.94M
Avg closing price
$10.09
+2314.5%
Last action
Trimmed 5.2%
2025Q4
Current $243.71
27
PAGPENSKE AUTOMOTIVE GRP INC
Consumer Cyclical·Auto & Truck Dealerships
0.69%
of portfolio
Number of shares
454,464 sh
Holdings current value
$64.45M
Avg closing price
$37.73
+327.6%
Last action
Trimmed 1.4%
2025Q4
Current $161.32
28
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
0.68%
of portfolio
Number of shares
468,282 sh
Holdings current value
$62.92M
Avg closing price
$49.02
+324.3%
Last action
Trimmed 4.1%
2025Q4
Current $207.99
29
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
0.67%
of portfolio
Number of shares
343,824 sh
Holdings current value
$62.29M
Avg closing price
$119.93
-31.7%
Last action
Trimmed 6.6%
2025Q4
Current $81.88
30
XYLXYLEM INC
Industrials·Specialty Industrial Machinery
0.66%
of portfolio
Number of shares
586,981 sh
Holdings current value
$61.46M
Avg closing price
$40.90
+196.1%
Last action
Trimmed 0.3%
2025Q4
Current $121.11
31
STTSTATE STR CORP
Financial Services·Asset Management
0.64%
of portfolio
Number of shares
788,592 sh
Holdings current value
$59.69M
Avg closing price
$59.17
+145.8%
Last action
Trimmed 4.6%
2025Q4
Current $145.43
32
LEN/BLENNAR CORP
0.63%
of portfolio
Number of shares
660,426 sh
Holdings current value
$58.98M
Avg closing price
$39.70
Last action
Added 1.9%
2025Q4
Current —
33
KAMNUSDKAMAN CORP
0.62%
of portfolio
Number of shares
2,535,745 sh
Holdings current value
$57.97M
Avg closing price
$39.99
Last action
Exited
2024Q2
Current —
34
HONHONEYWELL INTL INC
Industrials·Conglomerates
0.61%
of portfolio
Number of shares
299,045 sh
Holdings current value
$57.15M
Avg closing price
$112.05
+108.4%
Last action
Trimmed 0.9%
2025Q4
Current $233.55
35
PARAAPARAMOUNT GLOBAL
0.61%
of portfolio
Number of shares
2,188,913 sh
Holdings current value
$56.56M
Avg closing price
$35.45
Last action
Exited
2025Q3
Current —
36
MDLZMONDELEZ INTL INC
Consumer Defensive·Confectioners
0.61%
of portfolio
Number of shares
808,781 sh
Holdings current value
$56.39M
Avg closing price
$40.88
+40.1%
Last action
Trimmed 1.3%
2025Q4
Current $57.25
37
GFFGRIFFON CORP
Industrials·Building Products & Equipment
0.61%
of portfolio
Number of shares
1,760,669 sh
Holdings current value
$56.36M
Avg closing price
$16.10
+445.4%
Last action
Trimmed 0.4%
2025Q4
Current $87.81
38
DRQEURDRIL-QUIP INC
0.58%
of portfolio
Number of shares
1,882,256 sh
Holdings current value
$54.00M
Avg closing price
$29.25
Last action
Exited
2024Q3
Current —
39
HYHYSTER YALE MATLS HANDLING I
Industrials·Farm & Heavy Construction Machinery
0.57%
of portfolio
Number of shares
1,057,881 sh
Holdings current value
$52.78M
Avg closing price
$47.74
-19.9%
Last action
Trimmed 1.0%
2025Q4
Current $38.26
40
SPHRMADISON SQUARE GRDN ENTERTNM
Communication Services·Entertainment
0.56%
of portfolio
Number of shares
887,709 sh
Holdings current value
$52.44M
Avg closing price
$70.42
+92.6%
Last action
Trimmed 1.6%
2025Q4
Current $135.67
41
FLSFLOWSERVE CORP
Industrials·Specialty Industrial Machinery
0.56%
of portfolio
Number of shares
1,538,304 sh
Holdings current value
$52.30M
Avg closing price
$44.31
+89.2%
Last action
Trimmed 5.3%
2025Q4
Current $83.82
42
EPCEDGEWELL PERS CARE CO
Consumer Defensive·Household & Personal Products
0.54%
of portfolio
Number of shares
1,193,919 sh
Holdings current value
$50.65M
Avg closing price
$53.91
-56.6%
Last action
Trimmed 1.0%
2025Q4
Current $23.40
43
DANDANA INC
Consumer Cyclical·Auto Parts
0.54%
of portfolio
Number of shares
3,356,781 sh
Holdings current value
$50.52M
Avg closing price
$14.04
+164.0%
Last action
Trimmed 11.5%
2025Q4
Current $37.06
44
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
0.54%
of portfolio
Number of shares
58,953 sh
Holdings current value
$50.05M
Avg closing price
$107.75
-13.0%
Last action
Trimmed 39.4%
2025Q4
Current $93.71
45
829226109SINCLAIR BROADCAST GROUP INC
0.54%
of portfolio
Number of shares
2,905,561 sh
Holdings current value
$49.86M
Avg closing price
$25.92
Last action
Exited
2023Q2
Current —
46
FCXFREEPORT-MCMORAN INC
Basic Materials·Copper
0.53%
of portfolio
Number of shares
1,207,744 sh
Holdings current value
$49.41M
Avg closing price
$10.62
+561.1%
Last action
Trimmed 2.9%
2025Q4
Current $70.21
47
SWXSOUTHWEST GAS HLDGS INC
Utilities·Utilities - Regulated Gas
0.52%
of portfolio
Number of shares
781,150 sh
Holdings current value
$48.78M
Avg closing price
$66.17
+37.5%
Last action
Trimmed 0.6%
2025Q4
Current $90.99
48
IEXIDEX CORP
Industrials·Specialty Industrial Machinery
0.52%
of portfolio
Number of shares
208,618 sh
Holdings current value
$48.20M
Avg closing price
$82.88
+148.5%
Last action
Trimmed 1.7%
2025Q4
Current $205.92
49
IMKTAINGLES MKTS INC
Consumer Defensive·Grocery Stores
0.51%
of portfolio
Number of shares
532,940 sh
Holdings current value
$47.27M
Avg closing price
$40.20
+127.3%
Last action
Trimmed 0.0%
2025Q4
Current $91.39
50
531229888LIBERTY MEDIA CORP DEL
0.50%
of portfolio
Number of shares
1,380,869 sh
Holdings current value
$46.52M
Avg closing price
$21.83
Last action
Exited
2023Q3
Current —
51
RUSHBRUSH ENTERPRISES INC
Consumer Cyclical·Auto & Truck Dealerships
0.49%
of portfolio
Number of shares
764,800 sh
Holdings current value
$45.80M
Avg closing price
$31.92
+132.5%
Last action
Trimmed 0.7%
2025Q4
Current $74.20
52
MWAMUELLER WTR PRODS INC
Industrials·Specialty Industrial Machinery
0.49%
of portfolio
Number of shares
3,246,465 sh
Holdings current value
$45.26M
Avg closing price
$11.39
+155.1%
Last action
Trimmed 1.4%
2025Q4
Current $29.07
53
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.48%
of portfolio
Number of shares
343,035 sh
Holdings current value
$44.70M
Avg closing price
$65.54
+373.5%
Last action
Added 0.2%
2025Q4
Current $310.29
54
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.47%
of portfolio
Number of shares
1,176,647 sh
Holdings current value
$43.98M
Avg closing price
$48.33
+68.4%
Last action
Trimmed 1.3%
2025Q4
Current $81.41
55
ENRENERGIZER HLDGS INC NEW
Industrials·Electrical Equipment & Parts
0.47%
of portfolio
Number of shares
1,266,722 sh
Holdings current value
$43.96M
Avg closing price
$33.21
-38.3%
Last action
Added 16.4%
2025Q4
Current $20.48
56
ASTEASTEC INDS INC
Industrials·Farm & Heavy Construction Machinery
0.47%
of portfolio
Number of shares
1,051,377 sh
Holdings current value
$43.37M
Avg closing price
$43.27
+37.5%
Last action
Trimmed 3.9%
2025Q4
Current $59.49
57
TVGRUPO TELEVISA S A BADR
Communication Services·Telecom Services
0.46%
of portfolio
Number of shares
8,110,479 sh
Holdings current value
$42.90M
Avg closing price
$6.82
-51.9%
Last action
Added 32.2%
2025Q4
Current $3.28
58
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
0.46%
of portfolio
Number of shares
2,826,421 sh
Holdings current value
$42.68M
Avg closing price
$13.22
+107.8%
Last action
Trimmed 6.6%
2025Q4
Current $27.47
59
17273K109CIRCOR INTL INC
0.45%
of portfolio
Number of shares
1,355,476 sh
Holdings current value
$42.18M
Avg closing price
$35.78
Last action
Exited
2023Q4
Current —
60
GISGENERAL MLS INC
Consumer Defensive·Packaged Foods
0.44%
of portfolio
Number of shares
482,551 sh
Holdings current value
$41.24M
Avg closing price
$63.32
-43.9%
Last action
Trimmed 2.5%
2025Q4
Current $35.50
61
CHDNCHURCHILL DOWNS INC
Consumer Cyclical·Gambling
0.44%
of portfolio
Number of shares
157,974 sh
Holdings current value
$40.61M
Avg closing price
$122.32
-24.6%
Last action
Trimmed 2.8%
2025Q4
Current $92.21
62
JOEST JOE CO
Real Estate·Real Estate - Diversified
0.43%
of portfolio
Number of shares
970,900 sh
Holdings current value
$40.40M
Avg closing price
$17.56
+289.2%
Last action
Trimmed 0.5%
2025Q4
Current $68.32
63
BYDBOYD GAMING CORP
Consumer Cyclical·Resorts & Casinos
0.43%
of portfolio
Number of shares
625,277 sh
Holdings current value
$40.09M
Avg closing price
$20.66
+323.6%
Last action
Trimmed 6.8%
2025Q4
Current $87.52
64
TXNMPNM RES INC
Utilities·Utilities - Regulated Electric
0.43%
of portfolio
Number of shares
823,329 sh
Holdings current value
$40.08M
Avg closing price
$36.63
+61.0%
Last action
Trimmed 3.5%
2025Q4
Current $58.97
65
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.43%
of portfolio
Number of shares
138,245 sh
Holdings current value
$39.86M
Avg closing price
$123.58
+242.1%
Last action
Added 1.3%
2025Q4
Current $422.79
66
MATWMATTHEWS INTL CORP
Industrials·Conglomerates
0.42%
of portfolio
Number of shares
1,093,191 sh
Holdings current value
$39.42M
Avg closing price
$29.40
-6.3%
Last action
Added 14.3%
2025Q4
Current $27.54
67
DISDISNEY WALT CO
Communication Services·Entertainment
0.42%
of portfolio
Number of shares
393,264 sh
Holdings current value
$39.38M
Avg closing price
$113.52
-6.4%
Last action
Trimmed 0.9%
2025Q4
Current $106.29
68
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.40%
of portfolio
Number of shares
357,015 sh
Holdings current value
$37.13M
Avg closing price
$173.57
+95.5%
Last action
Added 0.5%
2025Q4
Current $339.40
69
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.39%
of portfolio
Number of shares
123,906 sh
Holdings current value
$36.36M
Avg closing price
$115.99
+258.4%
Last action
Added 0.1%
2025Q4
Current $415.73
70
WMWASTE MGMT INC DEL
Industrials·Waste Management
0.39%
of portfolio
Number of shares
220,166 sh
Holdings current value
$35.92M
Avg closing price
$60.58
+269.7%
Last action
Added 0.6%
2025Q4
Current $223.95
71
IPGINTERPUBLIC GROUP COS INC
0.38%
of portfolio
Number of shares
958,413 sh
Holdings current value
$35.69M
Avg closing price
$22.95
Last action
Exited
2025Q4
Current —
72
ZBHZIMMER BIOMET HOLDINGS INC
Healthcare·Medical Devices
0.38%
of portfolio
Number of shares
271,333 sh
Holdings current value
$35.06M
Avg closing price
$111.53
-15.0%
Last action
Trimmed 2.8%
2025Q4
Current $94.78
73
TNCTENNANT CO
Industrials·Specialty Industrial Machinery
0.38%
of portfolio
Number of shares
511,001 sh
Holdings current value
$35.02M
Avg closing price
$58.30
+35.0%
Last action
Added 0.6%
2025Q4
Current $78.70
74
HALHALLIBURTON CO
Energy·Oil & Gas Equipment & Services
0.37%
of portfolio
Number of shares
1,079,234 sh
Holdings current value
$34.15M
Avg closing price
$32.52
+14.3%
Last action
Trimmed 1.5%
2025Q4
Current $37.15
75
TGTREDEGAR CORP
Industrials·Metal Fabrication
0.36%
of portfolio
Number of shares
3,702,403 sh
Holdings current value
$33.80M
Avg closing price
$10.95
-18.0%
Last action
Added 9.2%
2025Q4
Current $8.98

Portfolio heatmap

Box size = % of portfolio · color = return since filing
HRI
2.06% · -3.3%
MLI
1.80% · +66.2%
GATX
1.80% · +80.4%
CXT
1.66% · -59.1%
AEROJET ROCKETDYNE HLDGS INC
1.60%
CNH INDL N V
1.50%
SONY
1.49% · -76.1%
AXP
1.33% · +101.1%
TXT
1.29% · +29.7%
MSGS
1.24% · +72.5%
AME
1.13% · +62.6%
RHP
1.11% · +15.4%
WTS
1.05% · +79.7%
GPC
1.03% · -32.0%
RSG
1.00% · +53.6%
NPO
0.96% · +171.1%
LIBERTY MEDIA CORP DEL
0.94%
BK
0.89% · +197.3%
ROL
0.86% · +46.5%
DE
0.84% · +43.0%
GGG
0.75% · +18.8%
CTS
0.75% · +11.5%
CVCO
0.72% · +69.7%
MYE
0.72% · +1.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials116 pos$2.69B35.2%
  • Consumer Cyclical79 pos$1.16B15.1%
  • Communication Services47 pos$714.0M9.3%
  • Financial Services77 pos$677.9M8.9%
  • Consumer Defensive48 pos$576.5M7.5%
  • Technology65 pos$513.0M6.7%
  • Basic Materials43 pos$352.9M4.6%
  • Healthcare56 pos$335.6M4.4%
  • Utilities27 pos$241.5M3.2%
  • Energy27 pos$201.3M2.6%
  • Real Estate27 pos$189.1M2.5%
(17.7% unclassified, excluded from %)