OpenStocks
Pro···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
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

Holdings

Sorted by value · 2023Q4
1 / 12
75 of 847
1
HRIHERC HLDGS INC
Industrials·Rental & Leasing Services
2.56%
of portfolio
Number of shares
1,610,708 sh
Holdings current value
$239.82M
Avg closing price
$37.48
+194.0%
Last action
Trimmed 2.1%
2025Q4
Current $110.18
2
MLIMUELLER INDS INC
Industrials·Metal Fabrication
1.94%
of portfolio
Number of shares
3,849,329 sh
Holdings current value
$181.50M
Avg closing price
$37.98
+221.6%
Last action
Trimmed 7.8%
2025Q4
Current $122.13
3
GATXGATX CORP
Industrials·Rental & Leasing Services
1.84%
of portfolio
Number of shares
1,434,881 sh
Holdings current value
$172.50M
Avg closing price
$47.50
+317.9%
Last action
Trimmed 2.0%
2025Q4
Current $198.51
4
CRCRANE COMPANY
Industrials·Specialty Industrial Machinery
1.63%
of portfolio
Number of shares
1,290,742 sh
Holdings current value
$152.49M
Avg closing price
$89.12
+116.3%
Last action
Trimmed 2.6%
2025Q4
Current $192.81
5
SONYSONY GROUP CORPORATIONADR
Technology·Consumer Electronics
1.47%
of portfolio
Number of shares
1,453,794 sh
Holdings current value
$137.66M
Avg closing price
$22.13
-1.9%
Last action
Trimmed 14.3%
2025Q4
Current $21.70
6
MODMODINE MFG CO
Consumer Cyclical·Auto Parts
1.41%
of portfolio
Number of shares
2,219,343 sh
Holdings current value
$132.49M
Avg closing price
$10.09
+2314.5%
Last action
Trimmed 6.6%
2025Q4
Current $243.71
7
TXTTEXTRON INC
Industrials·Aerospace & Defense
1.39%
of portfolio
Number of shares
1,616,933 sh
Holdings current value
$130.03M
Avg closing price
$41.67
+119.8%
Last action
Trimmed 0.6%
2025Q4
Current $91.61
8
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
1.26%
of portfolio
Number of shares
631,620 sh
Holdings current value
$118.33M
Avg closing price
$61.40
+440.2%
Last action
Trimmed 3.8%
2025Q4
Current $331.69
9
NPOENPRO INDS INC
Industrials·Specialty Industrial Machinery
1.24%
of portfolio
Number of shares
742,498 sh
Holdings current value
$116.38M
Avg closing price
$65.65
+329.0%
Last action
Trimmed 1.9%
2025Q4
Current $281.67
10
AMEAMETEK INC
Industrials·Specialty Industrial Machinery
1.23%
of portfolio
Number of shares
699,779 sh
Holdings current value
$115.39M
Avg closing price
$49.98
+372.7%
Last action
Trimmed 2.2%
2025Q4
Current $236.26
11
RHPRYMAN HOSPITALITY PPTYS INCREIT
Real Estate·REIT - Hotel & Motel
1.23%
of portfolio
Number of shares
1,047,070 sh
Holdings current value
$115.24M
Avg closing price
$51.86
+99.7%
Last action
Trimmed 0.3%
2025Q4
Current $103.54
12
WTSWATTS WATER TECHNOLOGIES INC
Industrials·Specialty Industrial Machinery
1.15%
of portfolio
Number of shares
515,888 sh
Holdings current value
$107.48M
Avg closing price
$55.13
+448.6%
Last action
Trimmed 2.6%
2025Q4
Current $302.45
13
MSGSMADISON SQUARE GRDN SPRT COR
Communication Services·Entertainment
1.11%
of portfolio
Number of shares
573,020 sh
Holdings current value
$104.19M
Avg closing price
$170.88
+96.6%
Last action
Added 1.2%
2025Q4
Current $336.02
14
N20944109CNH INDL N V
1.11%
of portfolio
Number of shares
8,508,145 sh
Holdings current value
$103.63M
Avg closing price
$8.86
Last action
Trimmed 1.5%
2025Q4
Current —
15
BATRAATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
1.08%
of portfolio
Number of shares
2,373,415 sh
Holdings current value
$101.53M
Avg closing price
$39.21
+34.7%
Last action
Added 3.3%
2025Q4
Current $52.82
16
RSGREPUBLIC SVCS INC
Industrials·Waste Management
1.04%
of portfolio
Number of shares
593,366 sh
Holdings current value
$97.85M
Avg closing price
$48.56
+327.6%
Last action
Added 0.4%
2025Q4
Current $207.66
17
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
0.97%
of portfolio
Number of shares
1,737,433 sh
Holdings current value
$90.43M
Avg closing price
$36.91
+266.0%
Last action
Trimmed 5.0%
2025Q4
Current $135.10
18
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.93%
of portfolio
Number of shares
2,001,061 sh
Holdings current value
$87.39M
Avg closing price
$32.26
+70.5%
Last action
Trimmed 4.6%
2025Q4
Current $55.00
19
GFFGRIFFON CORP
Industrials·Building Products & Equipment
0.81%
of portfolio
Number of shares
1,245,946 sh
Holdings current value
$75.94M
Avg closing price
$16.10
+445.4%
Last action
Trimmed 0.6%
2025Q4
Current $87.81
20
GPCGENUINE PARTS CO
Consumer Cyclical·Auto Parts
0.81%
of portfolio
Number of shares
545,249 sh
Holdings current value
$75.52M
Avg closing price
$99.95
+13.8%
Last action
Trimmed 4.3%
2025Q4
Current $113.79
21
LEN/BLENNAR CORP
0.77%
of portfolio
Number of shares
537,399 sh
Holdings current value
$72.04M
Avg closing price
$39.70
Last action
Added 2.3%
2025Q4
Current —
22
GGGGRACO INC
Industrials·Specialty Industrial Machinery
0.76%
of portfolio
Number of shares
820,758 sh
Holdings current value
$71.21M
Avg closing price
$59.84
+45.0%
Last action
Trimmed 0.9%
2025Q4
Current $86.74
23
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
0.75%
of portfolio
Number of shares
176,324 sh
Holdings current value
$70.51M
Avg closing price
$76.99
+666.9%
Last action
Trimmed 5.0%
2025Q4
Current $590.46
24
PAGPENSKE AUTOMOTIVE GRP INC
Consumer Cyclical·Auto & Truck Dealerships
0.74%
of portfolio
Number of shares
432,445 sh
Holdings current value
$69.41M
Avg closing price
$37.73
+327.6%
Last action
Trimmed 1.5%
2025Q4
Current $161.32
25
HYHYSTER YALE MATLS HANDLING I
Industrials·Farm & Heavy Construction Machinery
0.68%
of portfolio
Number of shares
1,028,635 sh
Holdings current value
$63.97M
Avg closing price
$47.74
-19.9%
Last action
Trimmed 1.1%
2025Q4
Current $38.26
26
ANAUTONATION INC
Consumer Cyclical·Auto & Truck Dealerships
0.68%
of portfolio
Number of shares
425,447 sh
Holdings current value
$63.89M
Avg closing price
$49.02
+324.3%
Last action
Trimmed 4.5%
2025Q4
Current $207.99
27
MYEMYERS INDS INC
Consumer Cyclical·Packaging & Containers
0.66%
of portfolio
Number of shares
3,171,330 sh
Holdings current value
$62.00M
Avg closing price
$13.37
+61.9%
Last action
Trimmed 0.3%
2025Q4
Current $21.65
28
NFGNATIONAL FUEL GAS CO
Energy·Oil & Gas Integrated
0.66%
of portfolio
Number of shares
1,224,440 sh
Holdings current value
$61.43M
Avg closing price
$53.19
+64.5%
Last action
Added 3.1%
2025Q4
Current $87.51
29
FLSFLOWSERVE CORP
Industrials·Specialty Industrial Machinery
0.65%
of portfolio
Number of shares
1,477,199 sh
Holdings current value
$60.89M
Avg closing price
$44.31
+89.2%
Last action
Trimmed 5.5%
2025Q4
Current $83.82
30
CTSCTS CORP
Technology·Electronic Components
0.64%
of portfolio
Number of shares
1,370,035 sh
Holdings current value
$59.93M
Avg closing price
$16.05
+243.5%
Last action
Trimmed 2.8%
2025Q4
Current $55.13
31
KAMNUSDKAMAN CORP
0.64%
of portfolio
Number of shares
2,486,268 sh
Holdings current value
$59.55M
Avg closing price
$39.99
Last action
Exited
2024Q2
Current —
32
ADUNITED STATES CELLULAR CORP
Communication Services·Telecom Services
0.64%
of portfolio
Number of shares
1,432,750 sh
Holdings current value
$59.52M
Avg closing price
$38.92
+28.8%
Last action
Trimmed 5.6%
2025Q4
Current $50.11
33
RUSHBRUSH ENTERPRISES INC
Consumer Cyclical·Auto & Truck Dealerships
0.63%
of portfolio
Number of shares
1,113,925 sh
Holdings current value
$59.02M
Avg closing price
$31.92
+132.5%
Last action
Trimmed 0.5%
2025Q4
Current $74.20
34
BATRKATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
0.62%
of portfolio
Number of shares
1,461,503 sh
Holdings current value
$57.85M
Avg closing price
$36.01
+32.3%
Last action
Trimmed 0.3%
2025Q4
Current $47.63
35
CVCOCAVCO INDS INC DEL
Consumer Cyclical·Residential Construction
0.61%
of portfolio
Number of shares
165,477 sh
Holdings current value
$57.36M
Avg closing price
$93.72
+475.2%
Last action
Trimmed 3.3%
2025Q4
Current $539.06
36
PARAAPARAMOUNT GLOBAL
0.60%
of portfolio
Number of shares
2,852,411 sh
Holdings current value
$56.08M
Avg closing price
$35.45
Last action
Exited
2025Q3
Current —
37
XYLXYLEM INC
Industrials·Specialty Industrial Machinery
0.59%
of portfolio
Number of shares
487,142 sh
Holdings current value
$55.71M
Avg closing price
$40.90
+196.1%
Last action
Trimmed 0.4%
2025Q4
Current $121.11
38
SWXSOUTHWEST GAS HLDGS INC
Utilities·Utilities - Regulated Gas
0.58%
of portfolio
Number of shares
858,363 sh
Holdings current value
$54.38M
Avg closing price
$66.17
+37.5%
Last action
Trimmed 0.5%
2025Q4
Current $90.99
39
HONHONEYWELL INTL INC
Industrials·Conglomerates
0.58%
of portfolio
Number of shares
257,974 sh
Holdings current value
$54.10M
Avg closing price
$112.05
+108.4%
Last action
Trimmed 1.0%
2025Q4
Current $233.55
40
JOEST JOE CO
Real Estate·Real Estate - Diversified
0.54%
of portfolio
Number of shares
842,400 sh
Holdings current value
$50.70M
Avg closing price
$17.56
+289.2%
Last action
Trimmed 0.6%
2025Q4
Current $68.32
41
STTSTATE STR CORP
Financial Services·Asset Management
0.54%
of portfolio
Number of shares
654,149 sh
Holdings current value
$50.67M
Avg closing price
$59.17
+145.8%
Last action
Trimmed 5.5%
2025Q4
Current $145.43
42
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.54%
of portfolio
Number of shares
134,230 sh
Holdings current value
$50.48M
Avg closing price
$123.58
+242.1%
Last action
Added 1.3%
2025Q4
Current $422.79
43
DRQEURDRIL-QUIP INC
0.53%
of portfolio
Number of shares
2,116,859 sh
Holdings current value
$49.26M
Avg closing price
$29.25
Last action
Exited
2024Q3
Current —
44
FCXFREEPORT-MCMORAN INC
Basic Materials·Copper
0.51%
of portfolio
Number of shares
1,133,277 sh
Holdings current value
$48.24M
Avg closing price
$10.62
+561.1%
Last action
Trimmed 3.0%
2025Q4
Current $70.21
45
MDLZMONDELEZ INTL INC
Consumer Defensive·Confectioners
0.50%
of portfolio
Number of shares
653,180 sh
Holdings current value
$47.31M
Avg closing price
$40.88
+40.1%
Last action
Trimmed 1.6%
2025Q4
Current $57.25
46
IMKTAINGLES MKTS INC
Consumer Defensive·Grocery Stores
0.50%
of portfolio
Number of shares
544,120 sh
Holdings current value
$47.00M
Avg closing price
$40.20
+127.3%
Last action
Trimmed 0.0%
2025Q4
Current $91.39
47
DANDANA INC
Consumer Cyclical·Auto Parts
0.50%
of portfolio
Number of shares
3,183,416 sh
Holdings current value
$46.51M
Avg closing price
$14.04
+164.0%
Last action
Trimmed 12.1%
2025Q4
Current $37.06
48
TNCTENNANT CO
Industrials·Specialty Industrial Machinery
0.49%
of portfolio
Number of shares
497,700 sh
Holdings current value
$46.13M
Avg closing price
$58.30
+35.0%
Last action
Added 0.6%
2025Q4
Current $78.70
49
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.49%
of portfolio
Number of shares
935,961 sh
Holdings current value
$46.07M
Avg closing price
$48.33
+68.4%
Last action
Trimmed 1.6%
2025Q4
Current $81.41
50
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
0.49%
of portfolio
Number of shares
313,777 sh
Holdings current value
$45.70M
Avg closing price
$119.93
-31.7%
Last action
Trimmed 7.2%
2025Q4
Current $81.88
51
SBGISINCLAIR INC
Communication Services·Broadcasting
0.49%
of portfolio
Number of shares
3,506,196 sh
Holdings current value
$45.69M
Avg closing price
$13.90
+20.8%
Last action
Trimmed 1.4%
2025Q4
Current $16.79
52
MWAMUELLER WTR PRODS INC
Industrials·Specialty Industrial Machinery
0.48%
of portfolio
Number of shares
3,127,693 sh
Holdings current value
$45.04M
Avg closing price
$11.39
+155.1%
Last action
Trimmed 1.4%
2025Q4
Current $29.07
53
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.47%
of portfolio
Number of shares
256,558 sh
Holdings current value
$43.64M
Avg closing price
$65.54
+373.5%
Last action
Added 0.2%
2025Q4
Current $310.29
54
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.45%
of portfolio
Number of shares
299,357 sh
Holdings current value
$42.19M
Avg closing price
$173.57
+95.5%
Last action
Added 0.5%
2025Q4
Current $339.40
55
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
0.45%
of portfolio
Number of shares
44,316 sh
Holdings current value
$42.10M
Avg closing price
$107.75
-13.0%
Last action
Trimmed 46.4%
2025Q4
Current $93.71
56
ASTEASTEC INDS INC
Industrials·Farm & Heavy Construction Machinery
0.45%
of portfolio
Number of shares
1,131,271 sh
Holdings current value
$42.08M
Avg closing price
$43.27
+37.5%
Last action
Trimmed 3.6%
2025Q4
Current $59.49
57
IEXIDEX CORP
Industrials·Specialty Industrial Machinery
0.44%
of portfolio
Number of shares
191,928 sh
Holdings current value
$41.67M
Avg closing price
$82.88
+148.5%
Last action
Trimmed 1.8%
2025Q4
Current $205.92
58
AZZAZZ INC
Industrials·Specialty Business Services
0.43%
of portfolio
Number of shares
687,248 sh
Holdings current value
$39.92M
Avg closing price
$40.65
+237.6%
Last action
Trimmed 7.5%
2025Q4
Current $137.24
59
ENRENERGIZER HLDGS INC NEW
Industrials·Electrical Equipment & Parts
0.42%
of portfolio
Number of shares
1,238,325 sh
Holdings current value
$39.23M
Avg closing price
$33.21
-38.3%
Last action
Added 16.8%
2025Q4
Current $20.48
60
ITTITT INC
Industrials·Specialty Industrial Machinery
0.42%
of portfolio
Number of shares
327,380 sh
Holdings current value
$39.06M
Avg closing price
$46.61
+369.9%
Last action
Added 4.5%
2025Q4
Current $219.02
61
MATWMATTHEWS INTL CORP
Industrials·Conglomerates
0.42%
of portfolio
Number of shares
1,061,301 sh
Holdings current value
$38.90M
Avg closing price
$29.40
-6.3%
Last action
Added 14.8%
2025Q4
Current $27.54
62
TVGRUPO TELEVISA S A BADR
Communication Services·Telecom Services
0.41%
of portfolio
Number of shares
11,633,903 sh
Holdings current value
$38.86M
Avg closing price
$6.82
-51.9%
Last action
Added 20.5%
2025Q4
Current $3.28
63
ROKROCKWELL AUTOMATION INC
Industrials·Specialty Industrial Machinery
0.41%
of portfolio
Number of shares
123,506 sh
Holdings current value
$38.35M
Avg closing price
$115.99
+258.4%
Last action
Added 0.1%
2025Q4
Current $415.73
64
BYDBOYD GAMING CORP
Consumer Cyclical·Resorts & Casinos
0.41%
of portfolio
Number of shares
608,969 sh
Holdings current value
$38.13M
Avg closing price
$20.66
+323.6%
Last action
Trimmed 6.9%
2025Q4
Current $87.52
65
CWCURTISS WRIGHT CORP
Industrials·Aerospace & Defense
0.39%
of portfolio
Number of shares
165,705 sh
Holdings current value
$36.92M
Avg closing price
$75.67
+872.2%
Last action
Trimmed 2.1%
2025Q4
Current $735.65
66
EPCEDGEWELL PERS CARE CO
Consumer Defensive·Household & Personal Products
0.39%
of portfolio
Number of shares
1,005,478 sh
Holdings current value
$36.83M
Avg closing price
$53.91
-56.6%
Last action
Trimmed 1.2%
2025Q4
Current $23.40
67
TDSTELEPHONE & DATA SYS INC
Communication Services·Telecom Services
0.39%
of portfolio
Number of shares
2,003,048 sh
Holdings current value
$36.76M
Avg closing price
$24.40
+87.8%
Last action
Trimmed 2.3%
2025Q4
Current $45.82
68
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
0.38%
of portfolio
Number of shares
3,168,378 sh
Holdings current value
$36.06M
Avg closing price
$13.22
+107.8%
Last action
Trimmed 5.9%
2025Q4
Current $27.47
69
CHDNCHURCHILL DOWNS INC
Consumer Cyclical·Gambling
0.37%
of portfolio
Number of shares
257,174 sh
Holdings current value
$34.70M
Avg closing price
$122.32
-24.6%
Last action
Trimmed 1.7%
2025Q4
Current $92.21
70
FSSFEDERAL SIGNAL CORP
Industrials·Pollution & Treatment Controls
0.36%
of portfolio
Number of shares
444,793 sh
Holdings current value
$34.13M
Avg closing price
$13.58
+741.2%
Last action
Trimmed 0.8%
2025Q4
Current $114.24
71
HALHALLIBURTON CO
Energy·Oil & Gas Equipment & Services
0.36%
of portfolio
Number of shares
935,959 sh
Holdings current value
$33.83M
Avg closing price
$32.52
+14.3%
Last action
Trimmed 1.7%
2025Q4
Current $37.15
72
FULFULLER H B CO
Basic Materials·Specialty Chemicals
0.36%
of portfolio
Number of shares
411,185 sh
Holdings current value
$33.47M
Avg closing price
$43.29
+48.8%
Last action
Added 0.4%
2025Q4
Current $64.43
73
WMWASTE MGMT INC DEL
Industrials·Waste Management
0.35%
of portfolio
Number of shares
185,315 sh
Holdings current value
$33.19M
Avg closing price
$60.58
+269.7%
Last action
Added 0.7%
2025Q4
Current $223.95
74
TRNTRINITY INDS INC
Industrials·Railroads
0.35%
of portfolio
Number of shares
1,238,703 sh
Holdings current value
$32.94M
Avg closing price
$21.73
+51.6%
Last action
Trimmed 3.0%
2025Q4
Current $32.95
75
GEFGREIF INC
Consumer Cyclical·Packaging & Containers
0.35%
of portfolio
Number of shares
493,680 sh
Holdings current value
$32.38M
Avg closing price
$34.99
+99.7%
Last action
Trimmed 5.2%
2025Q4
Current $69.88

Portfolio heatmap

Box size = % of portfolio · color = return since filing
HRI
2.56% · -26.0%
MLI
1.94% · +159.0%
GATX
1.84% · +65.1%
CR
1.63% · +63.2%
SONY
1.47% · -77.1%
MOD
1.41% · +308.2%
TXT
1.39% · +13.9%
AXP
1.26% · +77.1%
NPO
1.24% · +79.7%
AME
1.23% · +43.3%
RHP
1.23% · -5.9%
WTS
1.15% · +45.2%
MSGS
1.11% · +84.8%
CNH INDL N V
1.11%
BATRA
1.08% · +23.5%
RSG
1.04% · +25.9%
BK
0.97% · +159.6%
ROL
0.93% · +25.9%
GFF
0.81% · +44.1%
GPC
0.81% · -17.8%
LEN/B
0.77%
GGG
0.76% · -0.0%
DE
0.75% · +47.7%
PAG
0.74% · +0.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Industrials118 pos$3.00B36.4%
  • Consumer Cyclical78 pos$1.24B15.1%
  • Communication Services54 pos$957.4M11.6%
  • Financial Services75 pos$689.5M8.4%
  • Technology61 pos$562.3M6.8%
  • Consumer Defensive45 pos$512.3M6.2%
  • Basic Materials42 pos$359.5M4.4%
  • Healthcare51 pos$295.2M3.6%
  • Real Estate27 pos$219.6M2.7%
  • Utilities25 pos$213.5M2.6%
  • Energy30 pos$194.9M2.4%
(12.0% unclassified, excluded from %)