Mario Gabelli

Mario Gabelli

13F
GAMCO Investors
Last update 2024-05-15 836 Stocks (48 new)
Value $9.89 Bil Turnover 2 %
Countries:
Portfolio Report

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.

Mario Gabelli Investing Philosophy

Gabelli's GAMCO Asset Management is credited by the academic community with establishing the Private Market Value with a Catalystβ„’ 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 Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MOD
Modine Manufacturing Co2024-03-31Reduce
-0.33%
●
57.97 ($77.32) 102.7
$107.80
39.42%
Reduce -23.41%
1,699,875
-519,468
GFF
Griffon Corp2024-03-31Reduce
-0.27%
●
57.51 ($65.29) 73.63
$66.74
2.22%
Reduce -33.63%
826,985
-418,961
NPO
Enpro Inc2024-03-31Reduce
-0.18%
●
143.06 ($155.19) 168.77
$154.90
-0.19%
Reduce -14.64%
633,790
-108,708
CXT
Crane NXT Co2024-03-31Reduce
-0.12%
●
53.99 ($58.62) 61.9
$57.14
-2.52%
Reduce -44.14%
254,478
-201,065
TV
Grupo Televisa SAB2024-03-31Add
+0.10%
●
2.58 ($3.03) 3.6
$2.62
-13.53%
Add 25.66%
14,618,608
2,984,705
MLI
Mueller Industries Inc2024-03-31Reduce
-0.10%
●
45.26 ($49.43) 54.21
$59.90
21.18%
Reduce -5.36%
3,642,898
-206,431
UNH
UnitedHealth Group Inc2024-03-31Reduce
-0.10%
●
472.6 ($508.38) 545.42
$511.53
0.62%
Reduce -79.24%
4,570
-17,448
HRI
Herc Holdings Inc2024-03-31Reduce
-0.09%
●
138.52 ($152.28) 170
$136.52
-10.35%
Reduce -3.34%
1,556,985
-53,723
THS
Treehouse Foods Inc2024-03-31Sold Out
-0.09%
●
35.39 ($39.6) 43.49
$37.48
-5.35%
Sold Out
0
-199,712
SOVO Sovos Brands Inc2024-03-31Sold Out
-0.09%
●
22 ($22.34) 22.98
$22.98
2.86%
Sold Out
0
-370,895
PFE
Pfizer Inc2024-03-31Add
+0.08%
●
25.89 ($27.75) 29.73
$28.92
4.22%
Add 123.95%
533,251
295,139
NOW
ServiceNow Inc2024-03-31Reduce
-0.08%
●
671.87 ($757.53) 812.94
$758.49
0.13%
Reduce -64.63%
5,625
-10,280
WBA
Walgreens Boots Alliance Inc2024-03-31Add
+0.08%
●
20.51 ($22.22) 26.65
$11.50
-48.24%
Add 48.51%
1,072,850
350,450
GOOG
Alphabet Inc2024-03-31Reduce
-0.07%
●
132.56 ($144.34) 154.84
$186.78
29.40%
Reduce -15.94%
251,635
-47,722
CPB
Campbell Soup Co2024-03-31Add
+0.07%
●
40.92 ($43.27) 45.2
$45.47
5.08%
Add 35.82%
598,380
157,809
SPB
Spectrum Brands Holdings Inc2024-03-31Add
+0.07%
●
76.15 ($81.63) 89.01
$83.18
1.90%
Add 50.51%
231,933
77,835
AMAT
Applied Materials Inc2024-03-31New Buy
+0.06%
●
149 ($183.46) 212.61
$243.40
32.67%
New holding
26,645
26,645
CPE Callon Petroleum Co2024-03-31Add
+0.06%
●
30.63 ($32.64) 36.05
$35.76
9.56%
Add 43.38%
525,820
159,080
CVCO
Cavco Industries Inc2024-03-31Reduce
-0.06%
●
306.54 ($354.09) 399.06
$372.41
5.17%
Reduce -10.52%
148,067
-17,410
ORLY
O'Reilly Automotive Inc2024-03-31Add
+0.06%
●
925.4 ($1049.08) 1167.53
$1,039.98
-0.87%
Add 11.51%
49,415
5,099
TGNA
Tegna Inc2024-03-31Add
+0.06%
●
13.53 ($14.86) 15.84
$14.95
0.61%
Add 18.7%
2,441,675
384,687
GOOGL
Alphabet Inc2024-03-31Reduce
-0.05%
●
131.4 ($143.05) 153.51
$185.07
29.37%
Reduce -33.45%
70,901
-35,636
AXP
American Express Co2024-03-31Reduce
-0.05%
●
179.79 ($207.36) 229.12
$238.63
15.08%
Reduce -3.84%
607,388
-24,232
BALL
Ball Corp2024-03-31Reduce
-0.05%
●
54.63 ($60.79) 67.36
$60.80
0.02%
Reduce -94.88%
3,780
-70,030
JNPR
Juniper Networks Inc2024-03-31New Buy
+0.05%
●
29.34 ($36.5) 37.75
$37.13
1.73%
New holding
133,432
133,432
LBTYA
Liberty Global Ltd2024-03-31Add
+0.05%
●
16.62 ($18.24) 20.34
$18.70
2.52%
Add 32.76%
1,222,428
301,639
NFG
National Fuel Gas Co2024-03-31Add
+0.05%
●
45.68 ($49.45) 53.72
$56.82
14.90%
Add 7.87%
1,320,850
96,410
NWN
Northwest Natural Holding Co2024-03-31Add
+0.05%
●
35.13 ($37.39) 39.93
$37.88
1.31%
Add 113.22%
235,400
125,000
ROG
Rogers Corp2024-03-31Reduce
-0.05%
●
110.04 ($116.98) 132.66
$126.16
7.85%
Reduce -31.47%
79,276
-36,408
RHP
Ryman Hospitality Properties Inc2024-03-31Reduce
-0.05%
●
109.19 ($114.8) 120.87
$101.14
-11.90%
Reduce -3.75%
1,007,839
-39,231
SONY
Sony Group Corp2024-03-31Reduce
-0.05%
●
85.16 ($91.92) 99.75
$96.07
4.51%
Reduce -3.31%
1,405,635
-48,159
SYK
Stryker Corp2024-03-31New Buy
+0.05%
●
293.94 ($336.44) 358.71
$339.37
0.87%
New holding
14,067
14,067
TMUS
T-Mobile US Inc2024-03-31Reduce
-0.05%
●
160.41 ($162.76) 167.42
$179.54
10.31%
Reduce -23.2%
100,533
-30,373
UBER
Uber Technologies Inc2024-03-31Add
+0.05%
●
57.58 ($71.78) 81.39
$72.43
0.91%
Add 1381.5%
61,334
57,194
BVH Bluegreen Vacations Holding Corp2024-03-31Sold Out
-0.05%
●
74.72 ($74.92) 75.06
$75.00
0.11%
Sold Out
0
-62,605
ADBE
Adobe Inc2024-03-31Reduce
-0.04%
●
492.46 ($573.19) 634.76
$559.26
-2.43%
Reduce -37.2%
10,530
-6,238
TAST Carrols Restaurant Group Inc2024-03-31New Buy
+0.04%
●
7.4 ($9.23) 9.51
$9.54
3.36%
New holding
442,226
442,226
DSKE
Daseke Inc2024-03-31Add
+0.04%
●
8.09 ($8.19) 8.3
$8.29
1.22%
Add 3374.61%
496,452
482,164
ETRN
Equitrans Midstream Corp2024-03-31New Buy
+0.04%
●
9.93 ($10.73) 12.49
$12.99
21.06%
New holding
294,537
294,537
HSIC
Henry Schein Inc2024-03-31Add
+0.04%
●
72.58 ($75.01) 80.57
$65.15
-13.14%
Add 16.35%
345,135
48,510
MSGS
Madison Square Garden Sports Corp2024-03-31Add
+0.04%
●
177.48 ($185.83) 194.73
$197.74
6.41%
Add 3.69%
594,169
21,149
NVDA
NVIDIA Corp2024-03-31Add
+0.04%
●
47.57 ($72.48) 95
$129.24
78.31%
Add 10.04%
448,530
4,094
PANW
Palo Alto Networks Inc2024-03-31Reduce
-0.04%
●
261.97 ($315.49) 376.9
$336.50
6.66%
Reduce -59.11%
8,712
-12,596
TXT
Textron Inc2024-03-31Reduce
-0.04%
●
77.08 ($86.57) 96.25
$88.79
2.56%
Reduce -2.73%
1,572,831
-44,102
XYL
Xylem Inc2024-03-31Reduce
-0.04%
●
109.69 ($120.83) 129.99
$138.42
14.56%
Reduce -7.2%
452,060
-35,082
KRTX Karuna Therapeutics Inc2024-03-31Sold Out
-0.04%
●
313.42 ($317.5) 329.83
$329.83
3.88%
Sold Out
0
-12,540
APA
APA Corp2024-03-31Reduce
-0.03%
●
29.62 ($31.69) 36.75
$29.98
-5.41%
Reduce -67.56%
37,000
-77,071
AAPL
Apple Inc2024-03-31Reduce
-0.03%
●
169 ($181.83) 195.18
$230.63
26.84%
Reduce -10.87%
140,851
-17,174
AVA
Avista Corp2024-03-31Add
+0.03%
●
32.28 ($34.07) 36.53
$36.05
5.81%
Add 44.21%
269,120
82,500
BAC
Bank of America Corp2024-03-31Reduce
-0.03%
●
31.73 ($34.33) 37.92
$41.59
21.15%
Reduce -8.66%
740,543
-70,170
CARR
Carrier Global Corp2024-03-31Add
+0.03%
●
53.43 ($56.18) 59.82
$66.00
17.48%
Add 40.94%
171,045
49,682
CRWD
CrowdStrike Holdings Inc2024-03-31Reduce
-0.03%
●
244.36 ($306.18) 334.55
$371.32
21.28%
Reduce -41.82%
13,597
-9,774
HY
Hyster-Yale Materials Handling Inc2024-03-31Reduce
-0.03%
●
56.9 ($64.16) 72.2
$68.59
6.90%
Reduce -4.49%
982,422
-46,213
JOUT
Johnson Outdoors Inc2024-03-31Add
+0.03%
●
42.95 ($45.95) 51.52
$36.37
-20.85%
Add 39.49%
248,300
70,300
KAMN
Kaman Corp2024-03-31Reduce
-0.03%
●
22.08 ($41.04) 45.91
$45.99
12.06%
Reduce -5.43%
2,351,287
-134,981
LEN.B
Lennar Corp2024-03-31Reduce
-0.03%
●
132.22 ($142.37) 154.18
$149.89
5.28%
Reduce -3.98%
516,008
-21,391
MTRN
Materion Corp2024-03-31Reduce
-0.03%
●
115.98 ($126.7) 139
$111.13
-12.29%
Reduce -9.99%
209,050
-23,200
MDC M.D.C. Holdings Inc2024-03-31New Buy
+0.03%
●
53.09 ($61.06) 63
$62.98
3.14%
New holding
40,400
40,400
MDLZ
Mondelez International Inc2024-03-31Reduce
-0.03%
●
70 ($72.99) 76.87
$65.36
-10.45%
Reduce -5.61%
616,528
-36,652
RSG
Republic Services Inc2024-03-31Reduce
-0.03%
●
163.52 ($177.42) 191.52
$200.25
12.87%
Reduce -2.62%
577,828
-15,538
ROL
Rollins Inc2024-03-31Reduce
-0.03%
●
40.95 ($44.09) 47.01
$49.41
12.07%
Reduce -2.81%
1,944,866
-56,195
SPHR
Sphere Entertainment Co2024-03-31Add
+0.03%
●
30.33 ($40.08) 50.89
$43.66
8.93%
Add 7.74%
960,581
69,001
JOE
The St. Joe Co2024-03-31Reduce
-0.03%
●
51.82 ($55.21) 58.83
$57.95
4.96%
Reduce -5.29%
797,800
-44,600
TSLA
Tesla Inc2024-03-31Reduce
-0.03%
●
162.5 ($195.37) 248.42
$248.23
27.06%
Reduce -46.01%
15,098
-12,864
WTS
Watts Water Technologies Inc2024-03-31Reduce
-0.03%
●
195.45 ($202.54) 218
$188.88
-6.74%
Reduce -2.27%
504,193
-11,695
DISH DISH Network Corp2024-03-31Sold Out
-0.03%
●
5.77 ($5.77) 5.77
$5.77
0%
Sold Out
0
-459,246
SPLK Splunk Inc2024-03-31Sold Out
-0.03%
●
152.15 ($154.4) 156.9
$156.90
1.62%
Sold Out
0
-21,050
CHS Chico's FAS Inc2024-03-31Sold Out
-0.03%
●
7.59 ($7.59) 7.6
$7.59
0%
Sold Out
0
-358,729
RNR
RenaissanceRe Holdings Ltd2024-03-31Sold Out
-0.03%
●
200.14 ($221.88) 237.84
$220.00
-0.85%
Sold Out
0
-16,100
ESMT Engagesmart Inc2024-03-31Sold Out
-0.03%
●
22.9 ($22.99) 23.1
$23.05
0.26%
Sold Out
0
-125,683
AEM
Agnico Eagle Mines Ltd2024-03-31Reduce
-0.02%
●
44.98 ($51.23) 59.65
$75.12
46.63%
Reduce -36.14%
58,654
-33,200
AXNX
Axonics Inc2024-03-31New Buy
+0.02%
●
56.67 ($67.47) 69.36
$67.80
0.49%
New holding
29,209
29,209
GOLD
Barrick Gold Corp2024-03-31Reduce
-0.02%
●
14.06 ($15.64) 17.88
$18.52
18.41%
Reduce -42.44%
125,866
-92,822
CZR
Caesars Entertainment Inc2024-03-31Add
+0.02%
●
39.17 ($43.25) 47.78
$39.99
-7.54%
Add 20.85%
256,261
44,213
CVS
CVS Health Corp2024-03-31Reduce
-0.02%
●
71.99 ($76.39) 81.42
$59.00
-22.76%
Reduce -10.29%
186,514
-21,390
DE
Deere & Co2024-03-31Reduce
-0.02%
●
356.78 ($383.27) 410.74
$365.33
-4.68%
Reduce -2.75%
171,480
-4,844
DRQ
Dril-Quip Inc2024-03-31Add
+0.02%
●
19.61 ($21.87) 24.91
$16.97
-22.41%
Add 4.38%
2,209,616
92,757
ENR
Energizer Holdings Inc2024-03-31Add
+0.02%
●
27.72 ($30.22) 32.94
$30.00
-0.73%
Add 5.78%
1,309,920
71,595
FCX
Freeport-McMoRan Inc2024-03-31Reduce
-0.02%
●
36.66 ($40.38) 47.02
$51.28
26.99%
Reduce -3.68%
1,091,546
-41,731
GATX
GATX Corp2024-03-31Reduce
-0.02%
●
116.34 ($125.77) 134.03
$144.04
14.53%
Reduce -0.85%
1,422,616
-12,265
GPC
Genuine Parts Co2024-03-31Reduce
-0.02%
●
136.15 ($145.77) 157.38
$138.29
-5.13%
Reduce -2.22%
533,152
-12,097
GGG
Graco Inc2024-03-31Reduce
-0.02%
●
83.1 ($88.53) 94.64
$81.20
-8.28%
Reduce -2.26%
802,238
-18,520
META
Meta Platforms Inc2024-03-31Add
+0.02%
●
344.47 ($446.07) 512.19
$498.87
11.84%
Add 6.41%
57,803
3,484
MSFT
Microsoft Corp2024-03-31Reduce
-0.02%
●
367.75 ($404.82) 429.37
$453.55
12.04%
Reduce -3.56%
129,449
-4,781
MS
Morgan Stanley2024-03-31Reduce
-0.02%
●
83.9 ($88.06) 94.16
$104.09
18.20%
Reduce -8.22%
189,710
-16,999
NPK
National Presto Industries Inc2024-03-31Add
+0.02%
●
74.66 ($79.07) 83.8
$74.31
-6.02%
Add 77.48%
47,565
20,765
PARAA
Paramount Global2024-03-31Add
+0.02%
●
18.13 ($20.68) 23.96
$21.42
3.58%
Add 2.62%
2,927,163
74,752
SPGI
S&P Global Inc2024-03-31Reduce
-0.02%
●
418.48 ($433.43) 459.72
$478.32
10.36%
Reduce -16.47%
25,041
-4,936
SMG
The Scotts Miracle Gro Co2024-03-31Add
+0.02%
●
53.53 ($62.12) 74.59
$63.55
2.30%
Add 15.63%
241,875
32,700
SWX
Southwest Gas Holdings Inc2024-03-31Add
+0.02%
●
57.72 ($64.81) 76.13
$72.24
11.46%
Add 3.62%
889,426
31,063
TG
Tredegar Corp2024-03-31Add
+0.02%
●
4.01 ($4.87) 6.52
$5.18
6.37%
Add 9%
4,453,630
367,602
TGI
Triumph Group Inc2024-03-31New Buy
+0.02%
●
13.09 ($14.89) 16.5
$16.19
8.73%
New holding
102,700
102,700
USM
United States Cellular Corp2024-03-31Add
+0.02%
●
32.55 ($39.04) 46.51
$57.00
46.00%
Add 3.3%
1,480,017
47,267
WBD
Warner Bros. Discovery Inc2024-03-31Add
+0.02%
●
8.11 ($9.64) 11.66
$7.41
-23.13%
Add 5.68%
3,348,379
180,001
WCN
Waste Connections Inc2024-03-31Reduce
-0.02%
●
146.48 ($160.71) 172.13
$180.53
12.33%
Reduce -10.13%
113,168
-12,761
WM
Waste Management Inc2024-03-31Reduce
-0.02%
●
177.77 ($196.52) 213.97
$213.75
8.77%
Reduce -5.3%
175,495
-9,820
WFC
Wells Fargo & Co2024-03-31Reduce
-0.02%
●
46.44 ($52.32) 57.96
$56.54
8.07%
Reduce -4.03%
898,244
-37,717
IMGN Immunogen Inc2024-03-31Sold Out
-0.02%
●
29.26 ($29.77) 31.23
$31.23
4.90%
Sold Out
0
-52,554
MRTX Mirati Therapeutics Inc2024-03-31Sold Out
-0.02%
●
58.7 ($58.94) 59.28
$58.70
-0.41%
Sold Out
0
-36,100
CRH
CRH PLC2024-03-31Sold Out
-0.02%
●
66.19 ($76.44) 87.2
$79.42
3.90%
Sold Out
0
-25,290
100/Page
Total 4960

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