Mario Gabelli

Mario Gabelli

Last Update: 08-11-2016

Number of Stocks: 814
Number of New Stocks: 52

Total Value: $15,115 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

George Soros Buying Dollars at 50 Cents Guru recently added to his position in this small cap satellite company. What's his angle?
George Soros (Trades, Portfolio) is widely respected for the incredible successes of his Quantum Fund. However, he continues to run his own money and his moves are closely watched. GuruFocus recognizes him for having the best performance record of any investment fund in the world over its 26-year existence with a cumulative 32% annual return. Recently he added to his position in Loral Space & Communications Inc. (NASDAQ:LORL) of which he now owns 1,077,127 shares bought for an average price of $65 each. The shares now trade at $44; he added a few which tells us he still likes it. Read more...
Why Is Icahn Relentlessly Going After Pep Boys? Exploring Icahn's angle to keep raising his bid
It would surprise me if Carl Icahn (Trades, Portfolio) is driven by value considerations because Pep Boys Manny Moe & Jack (NYSE:PBY) trades at a forward P/E of nearly 50 and at a EV/EBITDA ratio of 15x. Read more...
GAMCO Investors Comments on Google Inc. Guru stock highlight
Google Inc. (NASDAQ:GOOG)(2.8%) (GOOG – $608.42 – NASDAQ) is widely recognized as the world’s leading Internet search engine. Google’s stated mission is to organize the world’s information and make it universally accessible and useful. Google generates revenue by providing advertisers with the opportunity to deliver measurable, cost effective online advertising that is relevant to the information displayed on any given webpage. This makes the advertising useful to consumers as well as to the advertiser placing it. We believe this highly innovative and fast growing company is uniquely positioned to create new market opportunities while maintaining its lead in online search. Beginning October, 2015, Google will be known as Alphabet as part of a corporate restructuring. Read more...
Mario Gabelli Comments on Liberty Media Corp Guru stock highlight
Liberty Media Corp. (2.1%) (LMCK – $38.08 – NASDAQ, LMCA – $39.25 – NASDAQ) (NASDAQ:LMCK) 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 half 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 (1.0%), News Corp. (0.5%), Time Warner Inc. (1.0%), 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. Read more...
Mario Gabelli Comments on Madison Square Garden Co. Guru stock highlight
Madison Square Garden Co. (NYSE:MSG)(3.2%) (MSG – $72.14 – 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. Read more...
» More Mario Gabelli Articles

Commentaries and Stories

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Mario Gabelli Gives Solutions to Student Debt Crisis How to pay down the $1.26 trillion balance Mario Gabelli - Mario Gabelli Gives Solutions To Student Debt Crisis
Billionaire Mario Gabelli (Trades, Portfolio) started a discussion yesterday on how to resolve the astronomical debt owed by many college graduates, offering some of his own ideas. More...

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Mario Gabelli Buys Stake in Higher One Company is a leading payments provider for American colleges and universities Mario Gabelli,Charles Brandes,Chuck Royce,Jim Simo - Mario Gabelli Buys Stake In Higher One
Mario Gabelli (Trades, Portfolio) purchased a 69,100-share stake in Higher One Holdings (ONE) at an average price of $3.78 per share during the second quarter. Since the purchase Higher One’s market price has gained an estimated 36% in value. More...

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Mario Gabelli Cuts Key Energy Company shows signs of financial distress Mario Gabelli - Mario Gabelli Cuts Key Energy
During the second quarter, guru Mario Gabelli (Trades, Portfolio) sold out his remaining shares of Key Energy (KEGX) at an average price of 35 cents per share. Since Gabelli sold out his remaining stake, Key Energy’s stock price has plummeted by an estimated -71%. More...

ENERGY, OIL, GABELLI


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Mario Gabelli’s 5 Biggest New Buys of 2nd Quarter GAMCO Investors releases portfolio Mario Gabelli - Mario Gabelli’s 5 Biggest New Buys Of 2nd Quarter
Mario Gabelli (Trades, Portfolio)’s GAMCO Investors manages $37.5 billion and uses an equity research approach. Gabelli has described himself as “Warren Buffett (Trades, Portfolio) plus Ben Graham.” His Value 25 Fund has returned 10.2% annualized since its inception. More...

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John Rogers Buys MSG Networks Guru adds to holding in cable and satellite TV company John Rogers,Mario Gabelli,First Eagle Investment,J - John Rogers Buys MSG Networks
John Rogers (Trades, Portfolio) of Ariel Investment LLC purchased 1,884,145 shares in MSG Networks Inc. (NYSE:MSGN) for an average price of $16.05 per share on July 31. He now holds 6,268,842 shares. More...

ROGERS, ENTERTAINMENT, BUY


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Gabelli Funds Comments on ExxonMobil Corp Guru stock highlight
ExxonMobil Corp. (NYSE:XOM) (2.1%) (XOM – $93.74 – NYSE) is the world’s largest publicly held integrated oil and gas exploration and production company based on market capitalization, proved reserves and production. The company’s exploration and production segment has an active exploration or production presence in 36 countries and production operations in 24 countries. ExxonMobil also owns a diverse portfolio of refining facilities in 14 countries (which include North American, Europe and the Asia Pacific region) and is one of the largest chemical companies in the world. The stock is up more than 40% from its 52 week low as WTI crude prices rebounded from $26/bbl to near $50/bbl currently. The company is targeting 2016-2020 production to be 4.0-4.2 million boe/d, representing flat growth compared to 2015. To weather the lower commodity price environment, XOM is focused on controlling costs and managing capital expenditures. Additionally, it issued $12 billion in bonds to bolster its balance sheet. Finally, ExxonMobil remains committed to paying a reliable and growing dividend. In April 2016, the company increased More...

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Gabelli Funds Comments on General Electric Co. Guru stock highlight
General Electric Co. (NYSE:GE) (3.3%) (GE – $26.57 – NYSE) is an industrial conglomerate based in Fairfield, Connecticut, with leading positions in power, energy, healthcare, and aviation equipment, services, and financing. GE has materially downsized its finance business through the 2014 spinoff of Synchrony Financial and the sale of most of its finance verticals. Financial businesses will be retained in healthcare, energy financial services, and aviation to support key industrial businesses. The company recently became the first institution to be de-designated as a Systemically Important Financial Institution (SIFI), providing more balance sheet flexibility and allowing the company to buy back upwards of $50 billion of stock. On the industrial side, GE is integrating its $10 billion acquisition of Alstom’s power assets, broadening its scale and capabilities. It is also ramping up production of its efficient H-turbine for power plants and its LEAP engine for the next generation of fuel efficient narrowbody aircraft. Finally, GE is aggressively building out its digital capabilities, focusing on the remote monitoring and More...

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Gabelli Funds Comments on Medtronic Plc Guru stock highlight
Medtronic plc (NYSE:MDT) (1.7%) (MDT – $75.00 – NYSE) cemented its position as the largest manufacturer of medical devices in the world with last year’s $50 billion acquisition of Covidien. This deal, structured as a tax inversion, should both improve the company’s growth rate and give it better access to its global cash flow. Meanwhile, Medtronic is accelerating its own growth rate through improved management execution and a full pipeline of new heart valves, drug coated balloons, and defibrillators. Medtronic will be the partner of choice for hospitals going forward, and the Covidien deal will allow the company to continue to return at least 50% of its cash flow to shareholders via share buybacks and dividends. More...

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Gabelli Funds Comments on Citigroup Inc. Guru stock highlight
Citigroup Inc. (NYSE:C) (2.6%) (C – $41.75 – NYSE) is a leading global bank, with approximately 100 million customer accounts. The firm conducts business in more than 100 countries and jurisdictions. Citigroup provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. The firm is well positioned to capitalize on the growth of global personal wealth. More...

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Gabelli Funds Comments on JPMorgan Chase & Co. Guru stock highlight
JPMorgan Chase & Co. (NYSE:JPM) (2.8%) (JPM – $59.22 – NYSE) is one of the oldest financial institutions in the U.S. The firm, with assets of over $2.4 trillion, provides services to millions of consumers, small businesses, and many of the world’s largest corporate, institutional, and government clients. The bank is divided into several reporting segments, including investment banking, commercial banking, financial transaction processing, asset management, and private equity. CEO Jamie Dimon is well regarded among corporate leaders, and he has positioned the company for future growth, despite the recent challenges related to the financial crisis, increased regulations, and low interest rates. More...

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Gabelli Funds Comments on Apple Guru stock highlight
Apple (NASDAQ:AAPL) (5.1%) (AAPL – $95.60 – NASDAQ) designs Macs, arguably the best personal computers in the world, along with OS X, iLife, iWork, and professional software. Apple leads the digital music revolution with its iPods and iTunes online store. Apple has reinvented the mobile phone with its revolutionary iPhone and App Store, and is defining the future of mobile media and computing devices with the iPad and Apple Watch. More...

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Gabelli Funds Comments on Mondelez International Inc. Guru stock highlight
Mondelez International Inc. (NASDAQ:MDLZ) (2.1%) (MDLZ – $45.51 – NASDAQ) headquartered in Deerfield, is the renamed Kraft Foods Inc. following the tax-free spin-off to shareholders on October 1, 2012 of the North American grocery business. Following the contribution of coffee into a new joint venture, nearly 85% of Mondelēz’s $27 billion of revenue is derived from snacking, which includes leading brands such as Oreo, LU and Ritz biscuits, Trident gum and Cadbury and Milka chocolates. On July 2, 2015 Mondelēz contributed its coffee business with DE Master Blenders 1753 to form a new coffee company, Jacobs Douwe Egberts. Subsequently, MDLZ exchanged part of its stake in this coffee joint venture for 24% ownership in Keurig Green Mountain, which was acquired by an investor group led by JAB Holding Co. in March 2016. This narrows the company’s product focus, as only 15% of revenue will be outside snacks, mostly Tang beverages and other products, such as Philadelphia cream cheese, which management may look to divest in the future as it executes on its plan to accelerate growth and improve margins in the faster growing More...

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Gabelli Funds Comments on Pfizer Inc. Guru stock highlight
Pfizer Inc. (NYSE:PFE) (3.8%) (PFE – $29.64 – NYSE), headquartered in New York City, is one of the world’s largest research based pharmaceutical companies, with sales of $48.9 billion in 2015. The company’s drugs include the blockbusters Enbrel for autoimmune diseases, Lipitor for high cholesterol, Lyrica for pain, and Viagra for erectile dysfunction. The company’s late-stage pipeline includes drugs being developed to treat cancer, cardiovascular disease, and inflammatory conditions. Pfizer also offers consumer healthcare products, including Advil, Centrum, ChapStick, Emergen-C, and Robitussin. In April 2016, the company terminated its planned acquisition of Allergan plc following unfavorable tax regulations from the U.S. Treasury. Pfizer is now considering whether to split the company into two segments, one for high growth innovative pharmaceuticals and one for lower growth/declining established pharmaceuticals, with a decision expected by the end of 2016. More...

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Gabelli Funds Comments on Halliburton Co. Guru stock highlight
Halliburton Co. (NYSE:HAL) (1.3%) (HAL – $45.29 – NYSE), based in Houston, Texas, is one of the leading providers of services and products to the energy industry related to the exploration, development, and production of oil and natural gas. With its merger with Baker Hughes blocked by the Department of Justice in May 2016, HAL is now refocusing its attention on cost savings and preparing for the eventual upturn in global exploration and production (E&P) capital budget spending. The company has targeted to reduce $1B in costs globally by the end of 2016. As the market leader in pressure pumping as well as completion equipment and services, HAL is well positioned to benefit from the recovery from higher oil prices and a pickup in drilling activity, first in North American land and followed by international land. With WTI crude prices near $50 per barrel, we expect E&P operators to begin to complete their inventory of drilled but uncompleted wells, followed by new drilling activity in the second half of 2016. Our Private Market Value for Halliburton is $55 per share. More...

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Gabelli Funds Comments on Alphabet Guru stock highlight
Alphabet (NASDAQ:GOOG) (3.4% of net assets as of June 30, 2016) (GOOG – $692.10 – NASDAQ, GOOGL – $703.53 – NASDAQ) is the parent company of Google, which is widely recognized as the world’s leading Internet search engine. Google’s stated mission is to organize the world’s information and make it universally accessible and useful. Google generates revenue by providing advertisers with the opportunity to deliver measurable, cost effective online advertising that is relevant to the information displayed on any given webpage. This makes the advertising useful to consumers as well as to the advertiser placing it. We believe this highly innovative and fast growing company is uniquely positioned to create new market opportunities while maintaining its lead in online search. More...

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Gabelli Dividend Growth Fund 2nd Quarter Commentary Discussion of markets and holdings Mario Gabelli - Gabelli Dividend Growth Fund 2nd Quarter Commentary
To Our Shareholders, More...

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Sometimes It Is Good to Buy the Biggest. But Should You Buy the Biggest Health Care Distribution Business? McKesson is a giant that has recently experienced a pullback. Does that make it a good prospect, or would its competitors be better opportunities? Mario Gabelli,Joel Greenblatt - Sometimes It Is Good To Buy The Biggest. But Should You Buy The Biggest Health Care Distribution Business?
2016 Investor Day presentation, June 29, 2016  More...

HEALTHCARE, PHARMA, DISTRIBUTION, VALUE


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Mario Gabelli Comments on Viacom Inc. Guru stock highlight
Viacom Inc. (NASDAQ:VIA) (6.7%) (VIA – $46.42 – 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 Sony Corp Guru stock highlight
Sony Corp. (NYSE:SNE) (3.3%) (SNE – $29.35 – NYSE) is a diversified electronics and entertainment company based in Tokyo, Japan. The company manufactures televisions, PlayStation game consoles, mobile phone handsets, and cameras. It also operates the Columbia film studio and Sony Music entertainment group. We expect the new PlayStation launch and operational improvements in consumer electronics and entertainment to generate EBITDA growth through 2017. We also think the spinoff of the entertainment assets could be a catalyst. More...

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Mario Gabelli Comments on Ryman Hospitality Properties Inc. Guru stock highlight
Ryman Hospitality Properties Inc. (NYSE:RHP) (1.6%) (RHP – $50.65 – NYSE) is a Nashville, Tennessee based REIT that owns convention hotels in Nashville, Tennessee; Orlando, Florida; Dallas, Texas; and Washington, D.C. Other assets include the iconic Opryland, the famous Ryman Auditorium, the General Jackson Showboat, and Nashville based radio station WSM-AM. With property manager Marriot’s operational issues resolved, the team is focused on taking advantage of strong convention bookings trends, seeking to drive margin expansion by increasing occupancy and room rates. Finally, as the leading country music entertainment brand, the potential monetization and spin-off of the Entertainment assets, including the Grand Ole Opry, also remains a significant catalyst for RHP shares. More...

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