Mario Gabelli

Mario Gabelli

Last Update: 2014-07-14

Number of Stocks: 839
Number of New Stocks: 52

Total Value: $18,526 Mil
Q/Q Turnover: 3%

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 (%)
201332.3731.550.8
20121615.40.6
2011-0.432.08-2.5
3-Year Cumulative52.9 (15.2%/year)55 (15.7%/year)-2.1 (-0.5%/year)
201023.0715.068.0
200930.5426.464.1
5-Year Cumulative145.6 (19.7%/year)125.5 (17.7%/year)20.1 (2%/year)
2008-37.2-37-0.2
200711.845.616.2
200621.8415.796.1
20054.424.91-0.5
200416.5124.5
10-Year Cumulative155.7 (9.8%/year)104.1 (7.4%/year)51.6 (2.4%/year)
200330.5728.71.9
2002-14.27-22.17.8
20010.16-11.912.1
2000-2.37-9.16.7
199928.49217.5
15-Year Cumulative259.6 (8.9%/year)98.3 (4.7%/year)161.3 (4.2%/year)
199815.9328.6-12.7
199738.0733.44.7
199613.3623-9.6
199524.9437.6-12.7
1994-0.151.3-1.4
20-Year Cumulative714.1 (11.1%/year)483.2 (9.2%/year)230.9 (1.9%/year)
199321.8410.111.7
199214.897.67.3
199118.1430.5-12.4
1990-5.8-3.1-2.7
198927.2231.7-4.5
25-Year Cumulative1513.4 (11.8%/year)1050.7 (10.3%/year)462.7 (1.5%/year)
198831.1116.614.5
198716.25.111.1

Top Ranked Articles

Mario Gabelli: Discussion on Long-Term View, Coffee and Content Business
Mario Gabelli was recently interviewed in CNBC, and he gave some of his ideas for investment, especially the long-term prospective should be used by investors. Read more...
Greenwald Investment Series: Valuing Assets, Part One
"Most look at earnings and earnings potential. Well I can't get into that game" — Walter Schloss Read more...
Value Idea: Cash America International (CSH) — Where Cash Is King
General: Read more...
Mario Gabelli's Latest Stock Picks
Mario Gabelli revealed some of his favorite stock picks for 2012 during the Barron's Roundtable. Read more...
Interview with Famous Author Joseph Calandro, Jr.
Can you tell us a little bit about your background? I started in the financial services industry while I was still in college, and have been in it ever since. After Hurricane Andrew in 1992 I started studying derivatives and liked it so I began trading. I was taught to trade by a student of the one of the traders profiled in the popular book Market Wizards so I knew what I was doing; nevertheless, I got taken out 5 years later during the Asian Contagion. That experience led me to Graham & Dodd, and to risk management. I am now consulting on M&A using Graham & Dodd valuation and, incredible as it may seem, as far as I know I am the first person to do so. Read more...
» More Mario Gabelli Articles

Commentaries and Stories

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Weekly CEO Buys Highlight: OPK, QTET, MIC, FAST, OCRX
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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Gabelli and Robbins Report Real Time Buys Larry Robbins,Mario Gabelli - Gabelli And Robbins Report Real Time Buys
Both Larry Robbins (Trades, Portfolio) and Mario Gabelli (Trades, Portfolio) made increases into previously held stocks over the past week. Robbins added to his already sizeable stake in Carter’s Inc (CRI) and Gabelli added to his consistently growing stake in Layne Christensen Co. (LAYN). Both of these buys come as their respective share prices have recently fallen close to their 52-week lows. More...

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Mario Gabelli Buys Almost 5% Stake in Transforming Company Mario Gabelli - Mario Gabelli Buys Almost 5% Stake In Transforming Company
Mario Gabelli (Trades, Portfolio) purchased a new 4.9% stake in HC2 Holdings Inc. (OTCPK:HCHC), a Virginia-headquartered holding company undergoing transformation. The transaction consisted of 685,978 shares of the company, which had a closing price that day of $3.99 per share, far from its 52-week high of $12.71 reached in August 2013. More...

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Guru Stocks at 52-Week Lows: BCS, DB, DISCA, ROST, CNHI
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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GuruFocus Guru Picks of the Week Mario Gabelli,Leon Cooperman - GuruFocus Guru Picks Of The Week
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. The “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. It was a quiet week in guru trades but we did see a couple of trades coming from Mario Gabelli (Trades, Portfolio) and Leon Cooperman (Trades, Portfolio). More...

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Mario Gabelli Adds to Two Over the Past Week Mario Gabelli,Jim Simons - Mario Gabelli Adds To Two Over The Past Week
According to the GuruFocus Real Time Picks Mario Gabelli (Trades, Portfolio) added to two of his holdings over the past week. The “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. Gabelli is known for his large portfolio and strong track record of value investing. The stocks Gabelli has been toying with this week are Griffin Land & Nurseries (GRIF) and Magnetek (MAG). More...

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5-year lows: Sears Hometown & Outlet Stores Inc, Landauer Inc, EarthLink Holdings Corp, and Vocera Communications Inc
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Sears Hometown & Outlet Stores Inc, Landauer Inc, EarthLink Holdings Corp, and Vocera Communications Inc More...

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Weekly CEO Buys Highlight: ENH, OPK, JIVE, CONE
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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Morning Coffee: Real-Time Picks Howard Marks,Mario Gabelli - Morning Coffee: Real-Time Picks
This morning we are going to take a look at the latest Real-Time Picks from the gurus: More...

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Mario Gabelli Comments on Xylem Inc.
Xylem Inc. (0.7%) (XYL)(XYL - $36.42 - NYSE) is a global leader in the design, manufacturing, and application of highly engineered technologies for the transportation, treatment, and testing of water. The company is expected to benefit from favorable long term fundamentals in the water industry, driven by scarcity, population growth, aging of the infrastructure, and the need to improve water quality. Further, with a large installed base of pumps and systems, the company is well positioned to increase aftermarket revenue, which currently represents roughly 40% of total revenues. Xylem's attractive business mix also generates strong cash flow, which is expected to support acquisitions, debt service, and dividend growth. Concerns regarding weakness in Europe and municipal spending levels in the U.S. remain, although we believe the long term fundamentals outweigh these concerns. More...

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Mario Gabelli Comments on Vivendi SA
Vivendi SA (0.5%) (XPAR:VIV)(VIV - €20.22 - EPA) is a French media and telecommunications holding company in the late stages of a decade long transition. In April 2014, the company announced it had reached an agreement to sell its French wireless operation, SFR, to French cable operator Numericable. Over the last year the company also sold most of its 62% stake in ActivisionBlizzard and reached an agreement to sell its entire 53% stake in Maroc Telecom SA. After closing the SFR sale in early 2015, Vivendi will be a more focused media firm consisting of Canal+ (a Francophone focused pay television network owner and distributor), Universal Music Group (UMG) (the number one recording music company and number two music publishing entity in the world) and GVT (a fast growing Brazilian broadband and pay television provider). We expect GVT to eventually be sold and would not dismiss the possibility of a breakup of Canal+ and UMG. While operating conditions have been challenging in most of Vivendi's businesses, it appears their trajectory is finally turning more positive and should be supported by a healthier balance sheet after the SFR, Activision and Maroc disposals. From More...

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Mario Gabelli Comments on UnitedHealth Group Inc.
UnitedHealth Group Inc. (0.2%) (UNH)(UNH - $81.99 - NYSE) is the largest and most diverse health insurance company in the United States. UnitedHealth is actually much more than just an insurance company, with its Optum division providing $40 billion worth of technology, pharmacy benefits management, and other care services to its customers annually. The company has successfully navigated the changes required by the Affordable Care Act and is cautiously participating in the new insurance exchanges. UnitedHealth is also finding new growth internationally, especially in Brazil where the company serves almost 5 million people. More...

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Mario Gabelli Comments on Twenty-First Century Fox Inc.
Twenty-First Century Fox Inc. (1.9%; 0.2%) (FOXA)(FOXA - $31.97 - NASDAQ; FOX - $31.12 - NASDAQ) is a diversified media company, with operations in cable network television, television broadcasting, filmed entertainment, and direct broadcast satellite television. Cable networks account for 66% of the company's EBITDA and benefit from contractually recurring affiliate fees and exposure to the fast-growing global pay television market. We also expect the company to benefit from rising demand for premium content, driven by emerging distribution platforms such as Netflix, retransmission revenue, and aggressive share repurchases. More...

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Mario Gabelli Comments on Time Warner Cable
Time Warner Cable (0.3%) (TWC)(TWC - $137.18 - NYSE) is the second largest cable operator in the U.S., with 11 million subscribers located primarily in New York City, Los Angeles, the Carolinas and Midwest. The company was spun-off from Time Warner in March 2009. After several strong years of growth and shareholder returns, the company encountered customer service and competitive challenges in late 2012 which left it vulnerable to takeover. Indeed, Charter Communications (less than 0.05%), backed by Liberty Media (0.7%), attempted on several occasions to acquire the company in 2013. Finally in February 2014, Comcast (0.4%), the largest cable operator in the U.S., agreed to acquire TWC in an all stock transaction. While the proposed deal has been criticized in the press, we expect it to close with minimal conditions early in 2015. More...

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Mario Gabelli Comments on Rolls-Royce Holding
Rolls-Royce Holding plc (1.1%) (LSE:RR)(RR – GBX 1,074.00 - London Stock Exchange) provides jet engines, power and propulsion systems, and services to commercial aviation, defense, marine, oil and gas, and other industries. RR has leading engine positions as one of two suppliers on the Boeing 787 Dreamliner and the Airbus A350, two new wide body programs that will provide the company with significant long term growth opportunities. The delivery of new jet engines also provides recurring, higher margin parts and service revenues which will benefit the company. During year-end 2013 results, Rolls-Royce surprised investors with 2014 guidance that called for a marked falloff in defense revenues due to program completions and what it described as well publicized cuts by two of its major customers. Civil aerospace margins will also be slower to improve than most had expected. Notwithstanding near term headwinds, we believe RR over the next decade will see substantial growth in its civil aerospace operations, accompanied by improved margins approaching the levels of its peers. The company's modest debt levels provide More...

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Mario Gabelli Comments on Mandarin Oriental International Ltd.
Mandarin Oriental International Ltd. (0.2%) (SGX:M04)(M04 - $1.74 - Singapore Exchange) is the holding company for Hong Kong based Mandarin Oriental Hotel Group (MOHG), which operates twenty-six deluxe hotels and resorts containing 7,466 rooms located in twenty countries. Mandarin Oriental International Ltd. is incorporated in Bermuda and listed on the Singapore exchange. Mandarin Oriental currently has eighteen hotels in its development pipeline, all of which are management contracts that allow the company to grow without significant growth capital experience related to real estate development. The management and incentive fees stream from management contracts is a high-margin, high multiple business that augments the company's growth profile. MOHG continues to be 74% owned by Hong Kong based conglomerate Jardine Strategic Ltd. More...

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Mario Gabelli Comments on Genuine Parts Co.
Genuine Parts Co. (1.3%) (GPC)(GPC - $86.85 - NYSE) is an Atlanta based distributor of automotive and industrial replacement parts, office products, and electrical and electronic components. We expect GPC's well known NAPA Auto Parts group to benefit as an aged vehicle population, which includes the highest percentage of off warranty vehicles in history, helps drive sales of automotive aftermarket products over the next several years. Additionally, economic indicators remain supportive of the company's industrial and electrical parts distribution businesses amid steady economic expansion. Finally, GPC's management has shown consistent dedication to shareholder value via share repurchases and dividend increases. More...

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Mario Gabelli Comments on Diebold Inc.
Diebold Inc. (0.3%) (DBD)(DBD - $39.89 - NYSE) is a global leader in the manufacture and servicing of ATM machines. It also provides security systems and services, primarily to the financial, commercial, government, and retail markets worldwide. In June 2013, Diebold appointed former Hewlett-Packard and Siemens executive Andy Mattes as its new CEO to lead a restructuring and turnaround of its operations. Andy, along with newly recruited leaders, has shown early signs of success, reducing the size of the workforce, freeing up working capital, and moving to standardize business practices globally to drive efficient operations. Returning margins to historical and peer levels should enable substantial upside for Diebold. At the same time, Diebold is positioning itself to benefit from a wave of global bank branch automation, whereby high-tech ATMs capable of handling advanced transactions replace tellers. Diebold is also focused on higher margin growth opportunities including the servicing of ATMs, a broader commercial security presence across verticals, and software as a service (SAAS). Altogether, we see Diebold as More...

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Mario Gabelli Comments on Davide Campari-Milano SpA
Davide Campari-Milano SpA (0.2%) (MIL:CPR)(CPR - €5.95 - Borsa Italiana Milan Stock Exchange) is a leading beverage company headquartered in Sesto San Giovanni, Italy. The Company was founded in 1860 and is today the sixth largest player worldwide in the premium spirits industry. The Company's portfolio consists of over 50 brands and spans spirits (the core business), wines, and soft drinks. The company owns many niche brands including Aperol, Appleton, Campari, Cinzano, SKYY Vodka, and Wild Turkey. Campari's growth strategy aims to combine organic growth through strong brand building with shareholder value enhancing acquisitions, focusing on strong, niche brands that will enhance the company's critical mass in key markets. In March, the company agreed to acquire Forty Creek Distillery, a leading producer of Canadian whisky. More...

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Mario Gabelli Comments on Dana Holding Corp
Dana Holding Corp. (DAN)(0.3%) (DAN - $23.27 - NYSE) is a Maumee, Ohio based supplier of axles, drivelines and thermal products for the automotive and trucking industries. Dana's new CEO, Roger Wood, has begun to emphasize the company's strong technological expertise in thermal management technology, including advanced battery cooling products for next generation vehicles. Additionally, the company is beginning to reap the benefits of efforts to improve customer pricing as well as internal manufacturing efficiencies, both of which are expected to improve margins amid robust demand in the company's core auto and trucking markets. More...

Add Notes, Comments or Ask Questions

User Comments

Jaumepared
ReplyJaumepared - 2 weeks ago
I am curious how Gabelli small cap picks do in general. Anybody have any feedback?
JEANRSMITH1@GMAIL.COM
ReplyJEANRSMITH1@GMAIL.COM - 1 month ago
Kennethmall,
How is a company rated?
JEANRSMITH1@GMAIL.COM
ReplyJEANRSMITH1@GMAIL.COM - 1 month ago
What is your opinion of Markel?Is this stock overpriced?
Tomser
ReplyTomser - 7 months ago
what kind of tools he use to pick wining stcks

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