Mario Gabelli

Mario Gabelli

Last Update: 05-06-2016

Number of Stocks: 798
Number of New Stocks: 37

Total Value: $15,162 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mario Gabelli' s Profile & Performance

Profile

He is the founder, chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors) a $30 billion dollar global investment firm headquartered in Rye, New York. Forbes magazine's 2006 Forbes 400 rankings listed him as #346 on the list of wealthiest Americans and estimated his net worth at $1.0 billion.

Web Page:http://www.gabelli.com/

Total Holding History

Performance of Asset Fund Class AAA

YearReturn (%)S&P500 (%)Excess Gain (%)
2015-5.871.19-7.1
20144.8913.69-8.8
201332.3732.39-0.0
3-Year Cumulative30.7 (9.3%/year)52.3 (15.1%/year)-21.6 (-5.8%/year)
201216160.0
2011-0.432.11-2.5
5-Year Cumulative51 (8.6%/year)80.4 (12.5%/year)-29.4 (-3.9%/year)
201023.0715.068.0
200930.5426.464.1
2008-37.2-37-0.2
200711.845.496.4
200621.8415.796.1
10-Year Cumulative107.5 (7.6%/year)102 (7.3%/year)5.5 (0.3%/year)
20054.424.91-0.5
200416.510.885.6
200330.5728.681.9
2002-14.27-22.17.8
20010.16-11.8912.1
15-Year Cumulative183 (7.2%/year)107.5 (5%/year)75.5 (2.2%/year)
2000-2.37-9.16.7
199928.4921.047.4
199815.9328.58-12.6
199738.0733.364.7
199613.3622.96-9.6
20-Year Cumulative544.3 (9.8%/year)381.4 (8.2%/year)162.9 (1.6%/year)
199524.9437.58-12.6
1994-0.151.32-1.5
199321.8410.0811.8
199214.897.627.3
199118.1430.47-12.3
25-Year Cumulative1229.2 (10.9%/year)937.3 (9.8%/year)291.9 (1.1%/year)
1990-5.8-3.1-2.7
198927.2231.69-4.5
198831.1116.6114.5
198716.25.111.1

Top Ranked Articles

David Abrams' Top Trades of 1st Quarter Guru buys Barnes & Noble and sells Manitowoc
David Abrams (Trades, Portfolio) founded Abrams Capital Management, which oversees nearly $8 billion in assets across three funds. During the first quarter he traded the following stocks. Read more...
Ron Baron Exits Towers Watson Company is trading above intrinsic value and has been issuing new debt over the previous 9 years
Guru Ron Baron (Trades, Portfolio) sold his 762,284-share stake in Towers Watson & Co. (NASDAQ:TW) in the first quarter. Read more...
Mario Gabelli Comments on CBS Corp Guru stock highlight
CBS Corp. (NYSE:CBS) (6.5% of net asset as of March 31, 2015) (CBS – $58.41 – NYSE) operates the CBS television network and the premium cable network Showtime. It also owns twenty-nine local television stations and 130 radio stations. We believe that CBS has a number of opportunities to generate incremental non-advertising revenue from the sale of existing content to online video distributors and the retransmission of content agreements with traditional distributors. In addition, we expect a continued recovery in advertising to contribute to earnings growth. Finally, we believe that financial engineering, including the announced $3 billion share buyback, could act as a catalyst for shares. Read more...
Mario Gabelli Comments on Honeywell International Inc. Guru stock highlight
Honeywell International Inc. (NYSE:HON)(3.9%) (HON – $112.05 – NYSE) operates as a diversified technology company with highly engineered products, including turbine propulsion engines, auxiliary power units, turbochargers, brake pads, environmental and combustion controls, sensors, security and life safety products, resins and chemicals, nuclear services, and process technology for the petrochemical and refining industries. One of the key drivers of HON’s growth are acquisitions that increase the company’s growth profile globally, creating both organic and inorganic opportunities. The company recently acquired Elster Industries, a leading provider of thermal gas solutions, smart meters, software and data analytics for the commercial, industrial and residential heating market. Elster’s gas business offers products in high demand among natural gas customers and brings a strong, global distribution network and numerous cross-selling opportunities for existing HON technologies to new customers. Elster’s gas, electric and water meters are highly valued for their reliability, safety and accuracy. The company maintains Read more...
Mario Gabelli Comments on Liberty Media Corp Guru stock highlight
Liberty Media Corp. (NASDAQ:LMCK) (2.1%) (LMCK – $38.09 – NASDAQ) (LMCA – $38.63 – NASDAQ) is a diversified investment vehicle guided by cable television pioneer John Malone, the Chairman, and former Microsoft CFO Greg Maffei, the CEO. The company owns over 60% of satellite radio provider Sirius XM, 35% of Live Nation, the Atlanta Braves baseball club, and stakes in several other public and private entities. Malone and Maffei have created significant value for shareholders over the past several years as they tax efficiently distributed, traded, or sold interests in Discovery Communications (1.1%), News Corp. (0.5%), Time Warner Inc. (1.5%), DIRECTV, Starz, and QVC, among others. Liberty currently trades at a discount to the sum of the public values of its component parts. In a continuing strategy to close that gap, Liberty announced it would split into three tracker stocks reflecting the economics of Sirius XM, the Atlanta Braves and Live Nation, respectively. The tracker stock issuance became effective on Monday, April 19. Read more...
» More Mario Gabelli Articles

Commentaries and Stories

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David Abrams' Top Trades of 1st Quarter Guru buys Barnes & Noble and sells Manitowoc David Abrams,Mario Gabelli,Joel Greenblatt,Steven  - David Abrams' Top Trades Of 1st Quarter
David Abrams (Trades, Portfolio) founded Abrams Capital Management, which oversees nearly $8 billion in assets across three funds. During the first quarter he traded the following stocks. More...

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Ron Baron Exits Towers Watson Company is trading above intrinsic value and has been issuing new debt over the previous 9 years Ron Baron,Mario Gabelli,Chuck Royce,Pioneer Invest - Ron Baron Exits Towers Watson
Guru Ron Baron (Trades, Portfolio) sold his 762,284-share stake in Towers Watson & Co. (NASDAQ:TW) in the first quarter. More...

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Mario Gabelli Comments on Viacom Inc. Guru stock highlight
Viacom Inc. (NASDAQ:VIA)(6.1%) (VIA – $45.30 – NASDAQ) is a pure-play content company that owns a global stable of cable networks, including MTV, Nickelodeon, Comedy Central, VH1, BET, and the Paramount movie studio. Viacom’s cable networks generate revenue from advertising sales, fixed monthly subscriber fees, and ancillary revenue from toy licensing, etc. We believe a low valuation and M&A potential outweigh the secular risks of cord-cutting More...

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Mario Gabelli Comments on Tyco International Plc Guru stock highlight
Tyco International plc (NYSE:TYC)(1.0%) (TYC – $36.71 – NYSE), a company built through serial acquisition, spun-off Covidien and Tyco Electronics in June 2007. In September 2012, the company spun-off ADT, its U.S. residential alarm monitoring business, and merged its flow control business into Pentair. Remaining Tyco is a leading global fire/security system manufacturer and service company with significant recurring revenue and international growth opportunities. The company announced in January 2016 that it would merge with Johnson Controls to offer a complete suite of commercial building services. We expect the deal to close by the fourth quarter of 2016. More...

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Mario Gabelli Comments on Time Warner Inc. Guru stock highlight
Time Warner Inc. (NYSE:TWX)(1.5%) (TWX – $72.55 – NYSE), located in New York, New York, is a diversified media company with operations in cable networks through HBO, TNT, TBS & CNN, and film & television production. We like the company’s cable networks, high margins and low capital intensity. We expect the company to use its free cash flow to return capital to shareholders through its $1.27 per share dividend and aggressive share repurchases. Following the $85 per share bid by Twenty-First Century Fox (1.7%), we expect Time Warner could be an acquisition target. More...

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Mario Gabelli Comments on Newmont Mining Corp Guru stock highlight
Newmont Mining Corp. (NYSE:NEM)(2.3%) (NEM – $26.58 – NYSE) based in Denver, Colorado, is one of the largest gold mining companies in the world. Founded in 1921 and publicly traded since 1925, NEM is the only gold company included in the S&P 500 Index and Fortune 500. We expect the company to produce approximately 5.1 million ounces of gold and 320 million pounds of copper in 2016, with over 70% of this production coming from Australia and Nevada. Newmont undertook company wide cost cutting measures during the period 2013 – 2015, lowering its average unit costs base by over 20% during this period. The company has sold non-core assets and has deployed the proceeds from these sales into repaying debt and building new projects which it expects will generate superior rates of return for shareholders. More...

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Mario Gabelli Comments on Madison Square Garden Co. Guru stock highlight
Madison Square Garden Co. (NYSE:MSG)(2.8%) (MSG – $166.36 – NYSE) is an integrated sports and entertainment company that owns the New York Knicks, the New York Rangers, the Radio City Christmas Spectacular, The Forum, and that iconic New York venue, Madison Square Garden. These evergreen content and venue assets benefit from sustainable barriers to entry and long term secular growth. We believe the now complete transformation project, the rising value of sports franchises (as demonstrated by the sale of the Clippers), and share repurchases, should dramatically increase MSG’s per share value. More...

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Mario Gabelli Comments on Liberty Media Corp Guru stock highlight
Liberty Media Corp. (NASDAQ:LMCK) (2.1%) (LMCK – $38.09 – NASDAQ) (LMCA – $38.63 – NASDAQ) is a diversified investment vehicle guided by cable television pioneer John Malone, the Chairman, and former Microsoft CFO Greg Maffei, the CEO. The company owns over 60% of satellite radio provider Sirius XM, 35% of Live Nation, the Atlanta Braves baseball club, and stakes in several other public and private entities. Malone and Maffei have created significant value for shareholders over the past several years as they tax efficiently distributed, traded, or sold interests in Discovery Communications (1.1%), News Corp. (0.5%), Time Warner Inc. (1.5%), DIRECTV, Starz, and QVC, among others. Liberty currently trades at a discount to the sum of the public values of its component parts. In a continuing strategy to close that gap, Liberty announced it would split into three tracker stocks reflecting the economics of Sirius XM, the Atlanta Braves and Live Nation, respectively. The tracker stock issuance became effective on Monday, April 19. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Mario Gabelli Comments on Honeywell International Inc. Guru stock highlight
Honeywell International Inc. (NYSE:HON)(3.9%) (HON – $112.05 – NYSE) operates as a diversified technology company with highly engineered products, including turbine propulsion engines, auxiliary power units, turbochargers, brake pads, environmental and combustion controls, sensors, security and life safety products, resins and chemicals, nuclear services, and process technology for the petrochemical and refining industries. One of the key drivers of HON’s growth are acquisitions that increase the company’s growth profile globally, creating both organic and inorganic opportunities. The company recently acquired Elster Industries, a leading provider of thermal gas solutions, smart meters, software and data analytics for the commercial, industrial and residential heating market. Elster’s gas business offers products in high demand among natural gas customers and brings a strong, global distribution network and numerous cross-selling opportunities for existing HON technologies to new customers. Elster’s gas, electric and water meters are highly valued for their reliability, safety and accuracy. The company maintains More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Mario Gabelli Comments on CBS Corp Guru stock highlight
CBS Corp. (NYSE:CBS) (6.5% of net asset as of March 31, 2015) (CBS – $58.41 – NYSE) operates the CBS television network and the premium cable network Showtime. It also owns twenty-nine local television stations and 130 radio stations. We believe that CBS has a number of opportunities to generate incremental non-advertising revenue from the sale of existing content to online video distributors and the retransmission of content agreements with traditional distributors. In addition, we expect a continued recovery in advertising to contribute to earnings growth. Finally, we believe that financial engineering, including the announced $3 billion share buyback, could act as a catalyst for shares. More...

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The Gabelli Value 25 Fund Inc. Q1 Shareholder Commentary Mario Gabelli's letter to shareholders and stock picks Mario Gabelli - The Gabelli Value 25 Fund Inc. Q1 Shareholder Commentary
To Our Shareholders, More...

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Mario Gabelli Sells 50 Stakes in 1st Quarter Boulder Brands and StanCorp Financial top list of divestitures Mario Gabelli - Mario Gabelli Sells 50 Stakes In 1st Quarter
Mario Gabelli (Trades, Portfolio) sold out 50 stakes in the first quarter, more stakes than he has sold out in any quarter in more than a year. More...

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Mario Gabelli Takes Stake in Valspar Paint Company Valspar has solid profitability and growth Mario Gabelli - Mario Gabelli Takes Stake In Valspar Paint Company
Bronx native Mario Gabelli (Trades, Portfolio) is a dedicated long-time contrarian investor who was in attendance at the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) annual shareholders meeting last weekend in Omaha. During the first quarter, Gabelli purchased 479,303 shares of The Valspar Corp. (NYSE:VAL). More...

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Mario Gabelli Comments on The Valspar Corp Guru stock highlight
The Valspar Corporation (2.2%) (NYSE:VAL)(VAL – $107.02 – NYSE) is engaged in developing, manufacturing and distributing a range of coatings, paints and related products. The company operates through two business segments: Coatings and Paints. On March 31, 2016 Valspar announced an agreement with competitor Sherwin-Williams to be acquired in a transaction with an estimated value of $8.9 billion. The deal specifies that shareholders of VAL will receive $113 cash per share, and requires a shareholder vote along with regulatory approval. However, should the company need to make divestitures exceeding a specified threshold, then the consideration would be revised down to $105. We expect the deal to close in the early part of 2017. More...

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Mario Gabelli Comments on The Fresh Market Inc. Guru stock highlight
The Fresh Market, Inc. (0.9%) (NASDAQ:TFM)(TFM – $28.53 – NADSAQ) based in Greensboro, North Carolina – is a specialty grocery retail store. It primarily focuses on the perishable product categories, which include meat, seafood, produce, deli, bakery, flora, sushi and prepared foods. The company's non-perishable product categories consist of traditional grocery, frozen and dairy products, as well as bulk, coffee and candy, beer and wine, and health and beauty. On March 14, 2016, Apollo entered into an agreement to buy TFM for $28.50 cash per share. The deal is subject to regulatory approval and approval of a majority of the minority shareholders in the company. The total consideration for the deal is $1.3 billion. More...

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Mario Gabelli Comments on The Empire District Electric Company Guru stock highlight
The Empire District Electric Company (0.1%) (NYSE:EDE)(EDE – $33.05 – NYSE) is a regulated utility company. The company is engaged in the generation, purchase, transmission, distribution and sale of electricity. It provides its services within Missouri, Kansas, Oklahoma and Arkansas. It operates its businesses in three segments: electric, gas and ‘other’. On February 2, 2016, EDE entered into an agreement to be acquired by Algonquin Power & Utilities Corp. for $34 cash per share. This transaction values EDE at $1.5 billion dollars, and is subject to regulatory approval and shareholder votes. It is currently expected to close in the first quarter of 2017. More...

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Mario Gabelli Comments on USG People NV Guru stock highlight
USG People NV (1.2%) (NYSE:USG)(USG – $19.78/€17.38 – Amsterdam Stock Exchange) is a Netherlands based group of companies that provide services in the field of staffing, human resources and customer care services. The company operates in three segments: General Staffing, Outsourcing and Payroll Staffing, and Specialist Staffing. The company announced on December 22, 2015 that it would be acquired by Recruit Holdings Co., Ltd. for 17.50 EUR per share in a 1.4 billion euro deal. The deal requires satisfaction of a minimum condition in addition to regulatory approval. We currently expect the deal to close in the second quarter of 2016. More...

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Mario Gabelli Comments on SABMiller Plc Guru stock highlight
SABMiller Plc (0.1%) (SAB)(SAB – $61.13/4,251 p – London Stock Exchange) is a holding company, which has brewing and beverage operations across five regions. The company, together with its subsidiaries, is engaged in the manufacture, distribution and sale of beverages, best known for its Miller brand of beer. On November 11, 2015 SAB agreed to be acquired by Anheuser- Busch InBev in a cash and stock deal valued at 72.6 billion GBP. The terms of the deal give shareholders either 44GBP per share of SAB, or a combination of 3.7788GBP and .483969 shares of Anheuser-Busch. The deal is subject to shareholder approvals and regulatory conditions being met. We currently expect the deal to close in the second half of 2016. More...

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Mario Gabelli Comments on Questar Corp Guru stock highlight
Questar Corporation (1.3%) (NYSE:STR)(STR – $24.80 – NYSE) is an integrated natural gas holding company that develops, produces and delivers clean energy in the Rockies, North America. The company, through its subsidiaries is principally engaged in three lines of business: Questar Gas Company, Wexpro Company, and Questar Pipeline Company. Questar entered into an agreement to merge with Dominion Resources on February 1, 2016 in a $4.4 billion transaction. Under the terms of the agreement, shareholders will receive $25 cash per share of STR. The deal is subject to traditional regulatory and shareholder votes with an expected closing in the second half of 2016. More...

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Mario Gabelli Comments on ITC Holdings Corp Guru stock highlight
ITC Holdings Corp. (less than 0.1%) (NYSE:ITC)(ITC – $43.57 – NYSE) is an independent electricity transmission company in the United States. The company operates, maintains and invests in transmission infrastructure. The company’s customers include investor owned utilities, municipalities, cooperatives, power marketers and alternative energy suppliers. It entered into an agreement with Fortis Inc on February 9, 2016 to be acquired in a $6.9 billion deal. Shareholders of ITC will receive $22.57 cash and .752 shares of Fortis per share of ITC. Both companies must approve the merger, and it must receive regulatory approval. The transaction is expected to close in late 2016. More...

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