Mario Gabelli

Mario Gabelli

Last Update: 11-02-2017

Number of Stocks: 827
Number of New Stocks: 45

Total Value: $16,160 Mil
Q/Q Turnover: 2%

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 (%)
201611.5811.96-0.4
2015-5.871.38-7.2
20144.8913.69-8.8
3-Year Cumulative10.2 (3.3%/year)29 (8.9%/year)-18.8 (-5.6%/year)
201332.3732.39-0.0
201216160.0
5-Year Cumulative69.2 (11.1%/year)98.2 (14.7%/year)-29 (-3.6%/year)
2011-0.432.11-2.5
201023.0715.068.0
200930.5426.464.1
2008-37.2-37-0.2
200711.845.496.4
10-Year Cumulative90.1 (6.6%/year)95.7 (6.9%/year)-5.6 (-0.3%/year)
200621.8415.796.1
20054.424.91-0.5
200416.510.885.6
200330.5728.681.9
2002-14.27-22.17.8
15-Year Cumulative215.3 (8%/year)164.2 (6.7%/year)51.1 (1.3%/year)
20010.16-11.8912.1
2000-2.37-9.16.7
199928.4921.047.4
199815.9328.58-12.6
199738.0733.364.7
20-Year Cumulative534.2 (9.7%/year)339.2 (7.7%/year)195 (2%/year)
199613.3622.96-9.6
199524.9437.58-12.6
1994-0.151.32-1.5
199321.8410.0811.8
199214.897.627.3
25-Year Cumulative1155.4 (10.6%/year)791.8 (9.1%/year)363.6 (1.5%/year)
199118.1430.47-12.3
1990-5.8-3.1-2.7
198927.2231.69-4.5
198831.1116.6114.5
198716.25.111.1
30-Year Cumulative2607.8 (11.6%/year)1719.7 (10.2%/year)888.1 (1.4%/year)

Top Ranked Articles

Mario Gabelli Comments on Rackspace Hosting Inc. Guru stock highlight
Rackspace Hosting Inc. (NYSE:RAX) is a San Antonio, Texas based information technology company. Rackspace specializes in cloud computing technology and storage. On August 26, 2016 Apollo Global with Searchlight Capital made a $32 cash per share offer for the company. The merger valued RAX at $4.3 billion and was subject to traditional regulatory approval and a shareholder vote. The deal closed on November 3, 2016 and the Fund earned a 10.72% annualized return. Read more...
Abbott Labs Declares Quarterly Dividend Global health care company will pay its shareholders 26.5 cents per share
Abbott Laboratories (NYSE:ABT) announced a regular quarterly dividend of 26.5 cents per share June 9. Read more...
Mario Gabelli Comments on Brocade Communications Guru stock highlight
Brocade Communications (0.9%) (BRCD – $12.49 – NASDAQ) (NASDAQ:BRCD) is a San Jose, California-based computer networking company. Brocade supplies networking hardware and software in addition to servicing to a wide variety of business across the world. On November 2, 2016, Brocade entered into a $12.75 cash per share merger with Broadcom. This values the company at $5.9 billion and the deal is subject to customary regulatory approvals and a shareholder vote. We expect the deal to close by the end of October 2017. Read more...
Mario Gabelli Comments on WhiteWave Foods Inc. Guru stock highlight
WhiteWave Foods Inc. (1.7%) (WWAV – $55.60 – NASDAQ) (NYSE:WWAV) is a food and beverage company based in Denver, Colorado. WhiteWave focuses on branded plant based food and beverages. Two of its most popular product lines are the “Silk” Almond Milk, and “So Delicious” branded products. WhiteWave agreed to be acquired by Danone for $56.25 cash per share in a $12.5 billion merger. Shareholders already approved the merger and regulatory approval is pending. The merger is expected to close in the first quarter of 2017. Read more...
5 Energy Companies Gurus Are Buying These popular stocks have positions in several gurus' portfolios
According to the GuruFocus All-In-One Screener, the following companies with core business in the energy sector have positions in gurus' portfolios. Read more...
» More Mario Gabelli Articles

Commentaries and Stories

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GAMCO Growth Fund Comments on UnitedHealth Group Guru stock highlight
UnitedHealth Group (NYSE:UNH) (4.3%) (UNH – $195.85 – NYSE) is one of the largest and most diversified managed care companies in the United States. Its high growth Optum services business provides wellness and care management programs, financial services, information technology solutions and pharmacy benefit management (PBM) services to an additional 115 million customers. More...

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GAMCO Growth Fund Comments on PepsiCo Guru stock highlight
PepsiCo (NYSE:PEP) (2.9%) (PEP – $111.43 – NYSE) is a leading food and beverage company with a global footprint in over 200 countries. The company’s portfolio includes Frito-Lay, Gatorade, Pepsi-Cola, Quaker and Tropicana. As consumer demand continues to shift towards nutritious products, PepsiCo is responding by improving the nutritional profile of many of its products by reducing sodium, added sugars and saturated fat. More...

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GAMCO Growth Fund Comments on Microsoft Guru stock highlight
Microsoft (NASDAQ:MSFT) (5.5%) (MSFT – $74.49 – NASDAQ) is the world’s largest software company and develops software products for computing devices ranging from PC’s to servers to its Xbox game console. Microsoft’s Azure is a fast growing public cloud service that competes with Amazon’s AWS. The recent acquisition of LinkedIn will allow Microsoft to integrate data from LinkedIn with Microsoft’s professional cloud. More...

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GAMCO Growth Fund Comments on MasterCard Guru stock highlight
MasterCard (NYSE:MA) (3.9%) (MA – $141.20 – NYSE) is a technology company in the global payments industry that operates the world’s fastest payments processing network, connecting consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. MasterCard’s products and solutions make everyday commerce activities – such as shopping, traveling, running a business and managing finances – easier, more secure and more efficient. More...

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GAMCO Growth Fund Comments on Facebook Guru stock highlight
Facebook (NASDAQ:FB) (5.9%) (FB – $170.87 – NASDAQ), whose mission is to give people the power to share and make the world more open and connected. Facebook’s unique cache of user profiles creates a powerful targeted advertising platform. As of December 31, 2016, Facebook had 1.9 billion monthly active users (MAUs) worldwide, including 1.7 billion mobile MAUs. Facebook continues to grow its worldwide user base at a mid-teens rate, largely driven by the proliferation of mobile devices in the emerging markets. Users are spending more time on the platform, driven largely by the recent emphasis on video. Facebook is able to drive pricing power by continuously improving the effectiveness of its ads. Meanwhile, there remains runway to further monetize Facebook properties Instagram, Messenger and WhatsApp. More...

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GAMCO Growth Fund Comments on Comcast Guru stock highlight
Comcast (NASDAQ:CMCSA) (3.0%) (CMCSA – $38.48 – NASDAQ) is a global media and technology company that operates Comcast Cable and NBCUniversal. The cable business is the largest provider of high-speed internet, video and voice services under the XFINITY brand. The broadcast television business consists primarily of NBC and Telemundo. Comcast also produces filmed entertainment under Universal Pictures and Dreamworks Animation. Lastly, Comcast operates Universal theme parks. Comcast recently introduced Xfinity Mobile, which is its wireless initiative aimed at driving bundling and increasing customer retention. More...

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GAMCO Growth Fund Comments on Charter Communications Guru stock highlight
Charter Communications (NASDAQ:CHTR) (0.9%) (CHTR – $363.42 – NASDAQ) is the second largest cable operator in the United States and a leading broadband communications services company. Charter provides video, Internet and voice services to over 26 million residential and business customers. Additionally, Charter sells advertising inventory to local and national advertising customers. Charter offers fiber-delivered communications and managed IT solutions to larger enterprise customers. Charter recently expanded its footprint and market share with acquisition of the Time Warner Cable and Brighthouse assets. More...

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GAMCO Growth Fund Comments on Apple Guru stock highlight
Apple (NASDAQ:AAPL) (6.5%) (AAPL – $154.12 – NASDAQ) designs computers, mobile phones and other hardware, along with personal and professional software. Apple inspired the digital music revolution with the iPod and iTunes, redefined the mobile phone with the iPhone and App Store, invented an entirely new category (tablets) with the iPad, and continues to be at the forefront of mobile technology with the Apple Watch, Apple Pay and Apple Music. Perhaps Apple’s greatest innovation has been its integrated ecosystem, which retains customers and produces a “halo effect” for other Apple devices. At about 11% of total revenue, Apple’s less cyclical Services business is growing at a 20% run rate and is accretive to margins. More...

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GAMCO Growth Fund Comments on Alphabet Guru stock highlight
Alphabet (NASDAQ:GOOG) (5.7%) (GOOG/GOOGL – $959.11/$973.72 – NASDAQ) is the parent company of Google, 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. The company generates revenue by providing advertisers with the opportunity to deliver targeted and measurable advertising. Alphabet’s healthy core search revenue allows the company to pursue new market opportunities such as streaming video (YouTube Red), life sciences (Verily), autonomous driving (Waymo) and a variety of other “moonshot” projects More...

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GAMCO Growth Fund Comments on Amazon.com Guru stock highlight
Amazon.com (NASDAQ:AMZN) (3.3% of net assets as of September 30, 2017%) (AMZN – $961.35 – NASDAQ) launched in 1995 as an online book retailer and has evolved into a dominant e-commerce platform. CEO Jeff Bezos guides the company on customer obsession rather than competitor focus and is long-term oriented. Amazon’s competitive advantage within e-commerce is Amazon Prime, which benefits from a virtuous cycle as the continuously expanding selection of inventory drives traffic, which attracts more sellers, who add yet more selection. Amazon continues to invest in the Prime value proposition (free and faster shipping, free video and music streaming, libraries of free books and magazines, and a host of other benefits). Prime members spend more than non-Prime customers and their purchasing volume tends to increase over time. In addition to its retailing operations, Amazon pioneered the concept of hyperscale public cloud with its Amazon Web Services (AWS) and continues to be the dominant market share leader within that rapidly growing industry. More...

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The GAMCO Growth Fund 3rd Quarter Commentary Commentary from Howard Ward, CFA, portfolio manager Mario Gabelli - The GAMCO Growth Fund 3rd Quarter Commentary
To Our Shareholders, More...

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Mario Gabelli Comments on Sony Corp Guru stock highlight
Sony_Corp._(4.2%)_(SNE_–_$37.34_–_NYSE) (NYSE:SNE) 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 2018. We also think the spinoff of the entertainment assets could be a catalyst. More...

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Mario Gabelli Comments on Republic Services Inc. Guru stock highlight
Republic_Services_Inc._(4.4%)_(RSG_–_$66.06_–_NYSE) (NYSE:RSG), based in Phoenix, Arizona, became the second largest solid waste company in North America after its acquisition of Allied Waste Industries in December 2008. Republic provides nonhazardous solid waste collection services for commercial, industrial, municipal, and residential customers in thirty-nine states and Puerto Rico. Republic serves more than 2,800 municipalities and operates 192 landfills, 204 transfer stations, 333 collection operations, and 64 recycling facilities. Since the Allied merger, Republic has benefited from synergies driven by route density, beneficial use of acquired assets, and reduction in redundant corporate overhead. Republic is committed to its core solid waste business. While other providers have strayed into alternative waste resource technologies and strategies, we view Republic’s plan to remain steadfast in the traditional solid waste business positively. We expect continued solid waste growth acquisitions, earnings improvement, and incremental route density and internalization growth in already More...

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Mario Gabelli Comments on Newmont Mining Guru stock highlight
Newmont_Mining_Corp._(3.4%)_(NEM_–_$37.51_–_NYSE) (NYSE:NEM) 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 5.3 million ounces of gold and 120 million pounds of copper in 2017, with approximately 70% of this production coming from the United States and Australia. Newmont undertook company wide cost cutting measures during the period 2013 – 2016, 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. Given Newmont’s largely fixed cost base, every increase (or decrease) in the gold price will flow directly to the company’s bottom line. More...

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Mario Gabelli Comments on Madison Square Garden Guru stock highlight
Madison_ Square_ Garden_ Co._ (3.8%)_ (MSG_ –_ $214.10_ –_ NYSE) (NYSE:MSG) 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. MSG completed the separation of its associated regional sports networks in September 2015, leaving a reliable cash flow stream for MSG to reinvest and repurchase shares. More...

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Mario Gabelli Comments on Honeywell International Guru stock highlight
Honeywell_International_Inc._(3.1%)_(HON_–_$141.74_–_NYSE) (NYSE:HON) 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 is acquisitions that increase the company’s growth profile globally, creating both organic and inorganic opportunities. The company recently acquired Intelligrated, a leader in supply chain and warehouse automation technologies. Intelligrated’s mission critical warehouse execution systems and software complement Honeywell’s scanning, mobile computer, and voice automation technologies. Intelligrated’s U.S. leadership position with opportunity to expand into a global addressable market of approximately $20 billion through Honeywell’s footprint. We believe acquisitions such as Intelligrated should drive meaningful More...

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Mario Gabelli Comments on Diageo Guru stock highlight
Diageo_plc_(3.3%)_(DEO_–_$132.13_–_NYSE)(NYSE:DEO) is the leading global producer of alcoholic beverages, with brands including Smirnoff, Johnny Walker, Ketel One, Captain Morgan, Crown Royal, J&B, Baileys, Tanqueray, and Guinness. The company has a balanced geographic presence in both mature and emerging markets, and it benefits from the trend of consumers around the world trading up to premium products. Over the past several years, Diageo made acquisitions that enhanced its presence in emerging markets: a majority stake in United Spirits, the leading spirits producer in India; Mey Icki, the leading spirits company in Turkey; Shui Jing Fang, a leading Chinese baiju producer; Ypioca, the leading cachaca producer in Brazil; and an increased stake in Halico, the leading domestic spirits producer in Vietnam. While economic conditions in emerging markets have created headwinds for some of these investments recently, the long term fundamentals of the spirits industry remain very favorable, and Diageo will be one of the largest beneficiaries of industry growth. More...

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Mario Gabelli Comments on CBS Corp Guru stock highlight
CBS_ Corp._ (6.6%)_ (CBS_ –_ $58.41_ –_ NYSE)(NYSE:CBS) operates the CBS television network and the premium cable network Showtime. It also owns 29 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 through its OTT platforms, online video distributors and retransmission 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 split-off of its radio business, could act as a catalyst for shares. More...

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Mario Gabelli Comments on Bank of New York Mellon Guru stock highlight
Bank_of_New_York_Mellon_Corp._(3.2%)_(BK_–_$53.02_–_NYSE) (NYSE:BK) is a global leader in providing financial services to institutions and individuals. The company operates in more than one hundred markets worldwide and strives to be the global provider of choice for investment management and investment services. As of June 2017, the firm had $31.1 trillion in assets under custody and $1.8 trillion in assets under management. Going forward, we expect BK to benefit from rising global incomes and the cross border movement of financial transactions. We believe BK is also well positioned to grow earnings in a rising interest rate environment, given its large customer cash deposits and significant loan book. More...

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Mario Gabelli Comments on Aerojet Rocketdyne Holdings Guru stock highlight
Aerojet_Rocketdyne_Holdings_Inc._(2.2%_of_net_assets_as_of_September_30,_2017)_(AJRD_–_$35.01_–_NYSE) (NYSE:AJRD), based in El Segundo, California, is a manufacturer of aerospace and defense products and systems for defense and space applications. The manufacturing operation is a leading technology based designer, developer, and manufacturer of aerospace and defense products for the U.S. government, including the Department of Defense and NASA. AJRD also manufacturers products for other governmental contractors and the commercial sector. The company also has significant real estate holdings, including significant land holdings east of Sacramento, California. AJRD is in the process of gaining governmental approvals to optimize the value of the land. More...

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