Mario Gabelli

Mario Gabelli

13F
GAMCO Investors
Last update 2024-11-14 841 Stocks (46 new)
Value $9.77 Bil Turnover 2 %
Countries:
Top Holdings: HRI(2.33%)MLI(2.31%)CR(1.99%)GATX(1.85%)MOD(1.74%)
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 Catalyst™ 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.
Summary Stock Picks Current Portfolio

Mario Gabelli Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AJRD Aerojet Rocketdyne Holdings Inc2023-09-30Sold Out
-1.40%
●
54.85 ($55.89) 57.99
$57.99
3.76%
Sold Out
0
-2,426,153
KAMN 		Kaman Corp2024-06-30Sold Out
-1.09%
●
45.81 ($45.86) 45.99
$45.99
0.28%
Sold Out
0
-2,351,287
CIR Circor International Inc2023-12-31Sold Out
-0.58%
●
52.86 ($54.87) 56
$56.00
2.06%
Sold Out
0
-900,591
DRQ 		Dril-Quip Inc2024-09-30Sold Out
-0.45%
●
14.26 ($16.27) 18.59
$15.27
-6.15%
Sold Out
0
-2,222,716
GFF 		Griffon Corp2023-03-31Reduce
-0.37%
●
29.61 ($36.62) 43.01
$73.20
99.89%
Reduce -35.16%
1,760,669
-954,536
INVX 		Innovex International Inc2024-09-30New Buy
+0.35%
●
14.58 ($15.38) 16.41
$13.09
-14.92%
New holding
2,316,465
2,316,465
MOD 		Modine Manufacturing Co2024-03-31Reduce
-0.33%
●
57.97 ($77.32) 102.7
$118.18
52.85%
Reduce -23.41%
1,699,875
-519,468
INDT INDUS Realty Trust Inc2023-06-30Sold Out
-0.32%
●
66.24 ($66.69) 66.99
$66.99
0.45%
Sold Out
0
-444,747
Y Alleghany Corp2022-12-31Sold Out
-0.31%
●
841.47 ($843.86) 847.79
$847.79
0.47%
Sold Out
0
-31,323
MOD 		Modine Manufacturing Co2024-06-30Reduce
-0.30%
●
83.69 ($96.01) 109.42
$118.18
23.09%
Reduce -18.4%
1,387,023
-312,852
GFF 		Griffon Corp2024-03-31Reduce
-0.27%
●
57.51 ($65.29) 73.63
$73.20
12.12%
Reduce -33.63%
826,985
-418,961
CXT 		Crane NXT Co2023-09-30Reduce
-0.27%
●
55.23 ($57.99) 62.53
$57.12
-1.50%
Reduce -42.16%
614,257
-447,704
VVV 		Valvoline Inc2023-06-30Reduce
-0.26%
●
33.5 ($36.29) 38.83
$36.60
0.85%
Reduce -79.96%
170,737
-681,108
CXT 		Crane NXT Co2023-06-30Reduce
-0.24%
●
40.82 ($51.76) 74.68
$57.12
10.36%
Reduce -22.01%
1,061,961
-299,774
TMX Terminix Global Holdings Inc2022-12-31Sold Out
-0.21%
●
37.87 ($38.97) 40.98
$37.87
-2.82%
Sold Out
0
-468,573
IAA IAA Inc2023-03-31Sold Out
-0.19%
●
37.61 ($40.91) 43.84
$39.89
-2.49%
Sold Out
0
-452,150
HRI 		Herc Holdings Inc2023-03-31Reduce
-0.19%
●
105.8 ($137.9) 159.62
$190.91
38.44%
Reduce -7.32%
1,682,055
-132,767
CIR Circor International Inc2023-09-30Reduce
-0.19%
●
55.5 ($55.77) 56.17
$56.00
0.41%
Reduce -26.34%
900,591
-321,972
MLI 		Mueller Industries Inc2023-06-30Reduce
-0.18%
●
33 ($37.99) 43.64
$80.54
112.00%
Reduce -9.93%
4,092,136
-225,627
AJRD Aerojet Rocketdyne Holdings Inc2023-03-31Reduce
-0.18%
●
55.51 ($55.95) 56.36
$57.99
3.65%
Reduce -10.1%
2,639,550
-296,469
NPO 		Enpro Inc2024-03-31Reduce
-0.18%
●
143.06 ($155.19) 168.77
$174.62
12.52%
Reduce -14.64%
633,790
-108,708
GFF 		Griffon Corp2023-12-31Reduce
-0.17%
●
38.4 ($46.22) 61.69
$73.20
58.37%
Reduce -22.79%
1,245,946
-367,692
MLI 		Mueller Industries Inc2024-06-30Reduce
-0.17%
●
51.71 ($56.03) 59.5
$80.54
43.74%
Reduce -8.72%
3,325,250
-317,648
APA 		APA Corp2024-06-30Add
+0.17%
●
27.82 ($30.95) 35.74
$21.89
-29.26%
Add 1388.25%
550,654
513,654
IFF 		International Flavors & Fragrances Inc2023-03-31Reduce
-0.17%
●
82.72 ($99.4) 116.7
$85.17
-14.32%
Reduce -49.39%
151,377
-147,754
MLI 		Mueller Industries Inc2024-09-30Reduce
-0.17%
●
55.73 ($66.99) 74.1
$80.54
20.23%
Reduce -8.44%
3,044,592
-280,658
MOD 		Modine Manufacturing Co2023-12-31Reduce
-0.16%
●
39.04 ($48.9) 60.71
$118.18
141.68%
Reduce -11.94%
2,219,343
-300,818
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.16%
●
98.91 ($118.12) 134.91
$140.59
19.02%
Reduce -26.88%
331,756
-121,942
DD 		DuPont de Nemours Inc2023-03-31Reduce
-0.16%
●
67.55 ($72.66) 77.79
$77.28
6.36%
Reduce -43.57%
271,802
-209,828
GDEN 		Golden Entertainment Inc2023-09-30Add
+0.15%
●
33.7 ($38.39) 44.78
$31.14
-18.88%
Add 156.77%
609,050
371,850
CCF Chase Corp2023-12-31Sold Out
-0.15%
●
126.65 ($127.03) 127.49
$127.49
0.36%
Sold Out
0
-103,394
WBD 		Warner Bros. Discovery Inc2023-03-31Add
+0.15%
●
9.54 ($14.23) 15.94
$10.54
-25.90%
Add 46.07%
2,826,421
891,402
GFF 		Griffon Corp2024-06-30Reduce
-0.14%
●
62.72 ($67.67) 74.48
$73.20
8.17%
Reduce -23.67%
631,265
-195,720
IRDM 		Iridium Communications Inc2023-03-31Reduce
-0.14%
●
52.8 ($59.85) 64.99
$28.68
-52.08%
Reduce -97.72%
5,800
-248,800
SOVO Sovos Brands Inc2023-09-30New Buy
+0.13%
●
17.69 ($21.03) 22.67
$22.98
9.27%
New holding
490,100
490,100
GM 		General Motors Co2023-09-30Reduce
-0.13%
●
32.26 ($35.53) 40.5
$53.39
50.27%
Reduce -89.66%
35,768
-310,254
AJRD Aerojet Rocketdyne Holdings Inc2023-06-30Reduce
-0.13%
●
53.9 ($55.52) 56.78
$57.99
4.45%
Reduce -8.08%
2,426,153
-213,397
MOD 		Modine Manufacturing Co2024-09-30Reduce
-0.12%
●
94.6 ($110.53) 133.72
$118.18
6.92%
Reduce -7.84%
1,278,285
-108,738
MLI 		Mueller Industries Inc2023-03-31Reduce
-0.12%
●
29.39 ($34.91) 37.86
$80.54
130.71%
Reduce -7.62%
4,543,390
-187,314
DCO 		Ducommun Inc2024-06-30Add
+0.12%
●
48.47 ($55.87) 59.48
$61.93
10.85%
Add 50.55%
574,767
193,001
SMP 		Standard Motor Products Inc2024-09-30Add
+0.12%
●
26.23 ($31.21) 34.36
$30.92
-0.93%
Add 111.63%
685,260
361,460
ROL 		Rollins Inc2022-12-31Reduce
-0.12%
●
35.02 ($38.85) 42.46
$46.62
20.00%
Reduce -12%
2,187,150
-298,366
ORLY 		O'Reilly Automotive Inc2023-03-31Reduce
-0.12%
●
771.17 ($821.85) 873.01
$1,220.85
48.55%
Reduce -18.93%
58,953
-13,767
HRI 		Herc Holdings Inc2024-06-30Reduce
-0.12%
●
128.3 ($147.73) 167.64
$190.91
29.23%
Reduce -4.51%
1,486,842
-70,143
CXT 		Crane NXT Co2024-03-31Reduce
-0.12%
●
53.99 ($58.62) 61.9
$57.12
-2.56%
Reduce -44.14%
254,478
-201,065
VNQ 		Vanguard Real Estate Index Fund ETF2024-09-30Add
+0.12%
●
82.97 ($92.08) 98.97
$89.23
-3.10%
Add 3823.33%
117,700
114,700
ORLY 		O'Reilly Automotive Inc2023-09-30Reduce
-0.11%
●
908.86 ($940.9) 969.23
$1,220.85
29.75%
Reduce -19.56%
44,811
-10,895
CVET Covetrus Inc2022-12-31Sold Out
-0.11%
●
20.88 ($20.93) 20.99
$20.99
0.29%
Sold Out
0
-440,541
EPC 		Edgewell Personal Care Co2023-03-31Reduce
-0.11%
●
38.45 ($41.91) 44.61
$34.11
-18.61%
Reduce -17.95%
1,193,919
-261,239
NPO 		Enpro Inc2024-09-30Reduce
-0.11%
●
141.73 ($155.65) 171.51
$174.62
12.19%
Reduce -11.96%
521,659
-70,841
PRMW 		Primo Water Corp2024-09-30Reduce
-0.11%
●
20.4 ($22.34) 25.47
$24.21
8.37%
Reduce -52.53%
395,200
-437,292
MLI 		Mueller Industries Inc2022-12-31Reduce
-0.11%
●
29.3 ($31.91) 34.93
$80.54
152.40%
Reduce -5.94%
4,918,018
-155,228
HXL 		Hexcel Corp2024-06-30Add
+0.11%
●
61.4 ($67.05) 73.28
$62.69
-6.51%
Add 415.54%
205,184
165,384
MLI 		Mueller Industries Inc2024-03-31Reduce
-0.10%
●
45.26 ($49.43) 54.21
$80.54
62.94%
Reduce -5.36%
3,642,898
-206,431
UNH 		UnitedHealth Group Inc2024-03-31Reduce
-0.10%
●
472.6 ($508.38) 545.42
$504.99
-0.67%
Reduce -79.24%
4,570
-17,448
RBA 		Ritchie Bros Auctioneers Inc2023-03-31New Buy
+0.10%
●
52.79 ($58.95) 64.18
$90.79
54.01%
New holding
163,408
163,408
TGNA 		Tegna Inc2023-06-30Add
+0.10%
●
15.29 ($16.31) 17.26
$18.45
13.12%
Add 54.57%
1,631,638
576,064
TGNA 		Tegna Inc2023-03-31Add
+0.10%
●
15.32 ($18.7) 21.84
$18.45
-1.34%
Add 104.46%
1,055,574
539,291
CXT 		Crane NXT Co2023-12-31Reduce
-0.10%
●
49.53 ($53.09) 59.24
$57.12
7.59%
Reduce -25.84%
455,543
-158,714
BAC 		Bank of America Corp2023-03-31Reduce
-0.10%
●
26.97 ($33.01) 36.77
$44.30
34.19%
Reduce -24.08%
881,860
-279,690
TMUS 		T-Mobile US Inc2023-03-31Reduce
-0.10%
●
139.04 ($144.87) 150.97
$222.82
53.81%
Reduce -28.84%
161,109
-65,281
TV 		Grupo Televisa SAB2024-03-31Add
+0.10%
●
2.58 ($3.03) 3.6
$1.77
-41.42%
Add 25.66%
14,618,608
2,984,705
AXP 		American Express Co2023-03-31Reduce
-0.10%
●
146.43 ($165.89) 181.33
$302.67
82.45%
Reduce -7.73%
748,895
-62,704
RSG 		Republic Services Inc2023-03-31Reduce
-0.10%
●
121.62 ($127.57) 135.22
$203.95
59.87%
Reduce -9.74%
685,185
-73,976
WBA 		Walgreens Boots Alliance Inc2023-09-30Add
+0.10%
●
20.9 ($26.59) 30.85
$9.19
-65.44%
Add 129.25%
689,500
388,742
AAP 		Advance Auto Parts Inc2024-09-30Add
+0.10%
●
38.53 ($53.02) 64.44
$43.78
-17.43%
Add 218.35%
365,850
250,930
RSG 		Republic Services Inc2023-09-30Reduce
-0.09%
●
142.51 ($148.49) 154.95
$203.95
37.35%
Reduce -8.26%
607,782
-54,710
HRI 		Herc Holdings Inc2024-09-30Reduce
-0.09%
●
125.03 ($141.73) 159.53
$190.91
34.70%
Reduce -4.1%
1,425,814
-61,028
MN Manning & Napier Inc2022-12-31Sold Out
-0.09%
●
12.39 ($12.61) 12.85
$12.85
1.90%
Sold Out
0
-604,631
AXP 		American Express Co2023-06-30Reduce
-0.09%
●
147.93 ($161.4) 175.14
$302.67
87.53%
Reduce -7.1%
695,718
-53,177
ROG 		Rogers Corp2022-12-31Add
+0.09%
●
99.9 ($155.25) 244.63
$102.16
-34.20%
Add 342.6%
92,947
71,947
THS 		Treehouse Foods Inc2024-03-31Sold Out
-0.09%
●
35.39 ($39.6) 43.49
$34.80
-12.11%
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
META 		Meta Platforms Inc2023-03-31Add
+0.09%
●
124.74 ($170.3) 211.94
$605.00
255.26%
Add 93.64%
81,571
39,445
AXP 		American Express Co2024-06-30Reduce
-0.09%
●
217.5 ($231.59) 243.08
$302.67
30.69%
Reduce -6.76%
566,311
-41,077
CAG 		Conagra Brands Inc2023-03-31Reduce
-0.09%
●
35.01 ($37.05) 40.96
$27.50
-25.78%
Reduce -53.34%
191,895
-219,341
MOD 		Modine Manufacturing Co2023-09-30Reduce
-0.09%
●
32.61 ($41.93) 48.95
$118.18
181.85%
Reduce -9.24%
2,520,161
-256,696
SBGI 		Sinclair Broadcast Group Inc2023-03-31Add
+0.09%
●
12.65 ($17.39) 21.84
$15.93
-8.40%
Add 20.86%
2,905,561
501,467
LEN.B 		Lennar Corp2023-12-31Reduce
-0.09%
●
94.82 ($114.13) 139.79
$134.50
17.85%
Reduce -12.05%
537,399
-73,606
GFF 		Griffon Corp2022-12-31Reduce
-0.09%
●
29.04 ($33.38) 36.59
$73.20
119.29%
Reduce -8.58%
2,715,205
-254,952
CAKE 		Cheesecake Factory Inc2024-06-30Add
+0.09%
●
33.45 ($37.04) 41.01
$48.05
29.72%
Add 143.27%
339,600
200,000
HRI 		Herc Holdings Inc2024-03-31Reduce
-0.09%
●
138.52 ($152.28) 170
$190.91
25.37%
Reduce -3.34%
1,556,985
-53,723
PARAA 		Paramount Global2023-06-30Add
+0.09%
●
16.33 ($20.84) 26.82
$22.48
7.85%
Add 20.35%
2,634,414
445,501
META 		Meta Platforms Inc2023-09-30Reduce
-0.09%
●
283.25 ($301.3) 325.48
$605.00
100.80%
Reduce -38.19%
46,361
-28,647
CCF Chase Corp2023-09-30Add
+0.09%
●
115.04 ($125.27) 127.94
$127.49
1.77%
Add 167.51%
103,394
64,744
HAIN 		The Hain Celestial Group Inc2023-03-31Reduce
-0.09%
●
16.07 ($18.21) 22.02
$6.57
-63.95%
Reduce -50.62%
473,861
-485,790
WFC 		Wells Fargo & Co2023-09-30Reduce
-0.08%
●
40.43 ($43.17) 47.13
$71.20
64.93%
Reduce -15.62%
975,801
-180,588
NUVA NuVasive Inc2023-09-30Sold Out
-0.08%
●
38.12 ($40.7) 43.61
$39.75
-2.33%
Sold Out
0
-179,271
TXNM 		PNM Resources Inc2023-03-31Reduce
-0.08%
●
48.46 ($49.07) 49.51
$48.64
-0.88%
Reduce -15.69%
823,329
-153,184
OSH Oak Street Health Inc2023-03-31New Buy
+0.08%
●
21.26 ($32.28) 38.7
$39.00
20.82%
New holding
196,340
196,340
EPC 		Edgewell Personal Care Co2022-12-31Reduce
-0.08%
●
36.54 ($39.72) 43.21
$34.11
-14.12%
Reduce -11.45%
1,455,158
-188,097
SBGI 		Sinclair Inc2023-06-30Add
+0.08%
●
12.45 ($16.52) 20.86
$15.93
-3.57%
Add 18.15%
3,432,873
527,312
CR 		Crane Co2023-03-31Reduce
-0.08%
●
65.71 ($73.8) 79.99
$155.35
110.50%
Reduce -5.1%
1,361,735
-73,128
OSH Oak Street Health Inc2023-06-30Sold Out
-0.08%
●
38.68 ($38.87) 39
$39.00
0.33%
Sold Out
0
-196,340
STT 		State Street Corporation2023-09-30Reduce
-0.08%
●
65.85 ($70.52) 77.46
$99.18
40.64%
Reduce -12.9%
683,114
-101,217
TA TravelCenters Of America Inc2023-06-30Sold Out
-0.08%
●
86 ($86.59) 88.36
$86.00
-0.68%
Sold Out
0
-87,165
NPO 		EnPro Industries Inc2022-12-31Reduce
-0.08%
●
87.27 ($108.15) 123.33
$174.62
61.46%
Reduce -7.72%
924,234
-77,277
AXP 		American Express Co2023-09-30Reduce
-0.08%
●
149.19 ($163.57) 178.04
$302.67
85.04%
Reduce -6.09%
653,354
-42,364
NOW 		ServiceNow Inc2024-03-31Reduce
-0.08%
●
671.87 ($757.53) 812.94
$1,102.66
45.56%
Reduce -64.63%
5,625
-10,280
WBA 		Walgreens Boots Alliance Inc2024-03-31Add
+0.08%
●
20.51 ($22.22) 26.65
$9.19
-58.64%
Add 48.51%
1,072,850
350,450
100/Page
Total 5689
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