 | |
Mario Gabelli13F | |
| GAMCO Investors | |
| Last update 2025-05-14 | 829 Stocks (27 new) |
| Value $9.08 Bil | Turnover 1 % |
Mario Gabelli Profile
Mario J. Gabelli is the Chairman and Chief Executive Officer of GAMCO Investors Inc., the firm he founded in 1977. A 1965 summa cum laude graduate of Fordham University's College of Business Administration, he also holds an M.B.A. from Columbia University Graduate School of Business and honorary doctorates from Fordham University and Roger Williams University.
Gabelli serves on the Boards of Boston College, Roger Williams University, Columbia University Graduate School of Business, the American-Italian Cancer Foundation, the Foundation for Italian Art & Culture and is a Trustee of the Winston Churchill Foundation of the United States and of the E.L. Wiegand Foundation. He was Morningstar's Portfolio Manager of the Year in 1997. He was named Money Manager of the Year by Institutional Investor for 2011 and is a member of Barron's All Star Century Team.
Gabelli serves on the Boards of Boston College, Roger Williams University, Columbia University Graduate School of Business, the American-Italian Cancer Foundation, the Foundation for Italian Art & Culture and is a Trustee of the Winston Churchill Foundation of the United States and of the E.L. Wiegand Foundation. He was Morningstar's Portfolio Manager of the Year in 1997. He was named Money Manager of the Year by Institutional Investor for 2011 and is a member of Barron's All Star Century Team.
Mario Gabelli Investing Philosophy
Gabelli's GAMCO Asset Management is credited by the academic community with establishing the Private Market Value with a Catalyst™ investment philosophy and applying this to the analysis of public equity securities. The fund's investment approach utilizes fundamental, bottom-up research to identify securities selling below their intrinsic value. GAMCO seeks to identify mispriced companies with strong businesses and the presence of a catalyst that will create value.
Mario Gabelli Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLI | Mueller Industries Inc | 2,663,402 | 202,791.4 | -1.48% | 2.230 | -0.03% | 2.410 | +4.71% | +0.79% | 8,793.3 | Industrial Products | |
GATX | GATX Corp | 1,300,493 | 201,927.5 | -1.57% | 2.220 | -0.03% | 3.640 | -0.71% | -0.14% | 5,478.4 | Business Services | |
CR | Crane Co | 1,168,104 | 178,930.2 | -1.80% | 1.970 | -0.03% | 2.030 | +24.13% | +25.48% | 10,918.9 | Industrial Products | |
SONY | Sony Group Corp | 6,055,292 | 153,743.9 | -4.25% | 1.690 | -0.06% | 0.100 | +2.52% | +23.36% | 156,528.3 | Hardware | |
HRI | Herc Holdings Inc | 1,088,202 | 146,112.9 | -2.93% | 1.610 | -0.07% | 3.820 | -1.39% | -29.82% | 4,201.8 | Business Services | |
AXP | American Express Co | 490,444 | 131,954.0 | -4.62% | 1.450 | -0.07% | 0.070 | +18.95% | +8.09% | 223,473.8 | Credit Services | |
BK | Bank of New York Mellon Corp | 1,487,828 | 124,784.1 | -2.04% | 1.370 | -0.02% | 0.210 | +9.31% | +19.98% | 65,183.2 | Banks | |
RSG | Republic Services Inc | 510,991 | 123,741.6 | -3.98% | 1.360 | -0.04% | 0.160 | +2.08% | +23.23% | 77,064.9 | Waste Management | |
NFG | National Fuel Gas Co | 1,495,867 | 118,457.7 | +3.33% | 1.310 | +0.04% | 1.660 | +7.65% | +41.41% | 7,653.7 | Oil & Gas | |
MSGS | Madison Square Garden Sports Corp | 603,324 | 117,479.3 | +2.49% | 1.290 | +0.03% | 2.510 | +7.31% | -7.41% | 5,018.5 | Media - Diversified |
Mario Gabelli's Historical Top Holdings Breakdowns
Mario Gabelli's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PDCO | Patterson Companies Inc | 2025-03-31 | Reduce Reduce | -0.20% | 30.8 ($31.04) 31.25 | $31.33 | 0.93% | Reduce -86.51% | 97,550 | -625,707 | |
SNRE | Sunrise Communications AG | 2025-03-31 | Reduce Reduce | -0.16% | 43.27 ($46.86) 50.18 | $56.58 | 20.74% | Reduce -82.1% | 79,189 | -363,313 | |
| SUM Unlock Delisted | Summit Materials Inc | 2025-03-31 | Sold Out Sold Out | -0.10% | 50.95 ($52.09) 52.49 | $52.49 | 0.77% | Sold Out | 0 | -182,800 | |
GEAR | Revelyst Inc | 2025-03-31 | Sold Out Sold Out | -0.10% | 19.22 ($19.65) 20.08 | $20.08 | 2.19% | Sold Out | 0 | -512,939 | |
NPO | Enpro Inc | 2025-03-31 | Reduce Reduce | -0.08% | 161.21 ($179.63) 207.46 | $191.55 | 6.64% | Reduce -10.67% | 391,908 | -46,802 | |
AXP | American Express Co | 2025-03-31 | Reduce Reduce | -0.07% | 255.39 ($295.58) 325.87 | $318.98 | 7.92% | Reduce -4.62% | 490,444 | -23,743 | |
CVCO | Cavco Industries Inc | 2025-03-31 | Reduce Reduce | -0.07% | 431.31 ($502.7) 539.1 | $434.76 | -13.52% | Reduce -12.17% | 102,020 | -14,132 | |
HRI | Herc Holdings Inc | 2025-03-31 | Reduce Reduce | -0.07% | 122.25 ($170.37) 211.06 | $131.69 | -22.70% | Reduce -2.93% | 1,088,202 | -32,903 | |
K | Kellanova | 2025-03-31 | Reduce Reduce | -0.07% | 81.06 ($82.1) 82.9 | $79.53 | -3.13% | Reduce -93.12% | 6,000 | -81,188 | |
FTAI | FTAI Aviation Ltd | 2025-03-31 | Reduce Reduce | -0.06% | 83.79 ($118.16) 174.02 | $115.04 | -2.64% | Reduce -85.4% | 6,300 | -36,850 |
Mario Gabelli Total Holding History ($B)
Mario Gabelli's Asset Allocation
Mario Gabelli Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Mario Gabelli's Hypothetical Growth since 2025-03-31
Mario Gabelli's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mario Gabelli's Holdings Heat Map
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Mario Gabelli's Holdings Bubble Chart
Mario Gabelli News
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