Mario Gabelli portfolio: what GAMCO Investors holds
The founder of GAMCO Investors, a value investor specialising in companies with catalysts for change.
Stock portfolio value
$11.1B
Stock positions
938
Report date
30 June 2026
Filed
12 August 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Madison Square Garden SportsMSGS | 2.1% | $236.7M | — |
| 2 | Crane CoCR | 2% | $218.4M | Trimmed -2% |
| 3 | Mueller Industries IncMLI | 1.7% | $189.6M | Trimmed -6% |
| 4 | Gatx CorpGATX | 1.7% | $186.9M | Trimmed -4% |
| 5 | Watts Water Technologies-AWTS | 1.4% | $156.2M | Trimmed -1% |
| 6 | Bank Of New York Mellon CorpBNY | 1.3% | $141.3M | Trimmed -6% |
| 7 | Herc Holdings IncHRI | 1.3% | $140.0M | — |
| 8 | Sphere Entertainment CoSPHR | 1.2% | $132.5M | Trimmed -4% |
| 9 | Ametek IncAME | 1.2% | $131.7M | Trimmed -1% |
| 10 | American Express CoAXP | 1.2% | $131.6M | Trimmed -1% |
| 11 | Modine Manufacturing CoMOD | 1.2% | $130.8M | Trimmed -11% |
| 12 | Atlanta Braves Hlds A In-ABATRA | 1.1% | $120.8M | Trimmed -1% |
| 13 | Myers Industries IncMYE | 1.1% | $119.1M | Trimmed -2% |
| 14 | Textron IncTXT | 1.1% | $117.3M | Trimmed -1% |
| 15 | Ryman Hospitality PropertiesRHP | 1% | $114.6M | Trimmed -4% |
| 16 | Enpro IncNPO | 1% | $106.2M | Trimmed -8% |
| 17 | National Fuel Gas CoNFG | 0.9% | $105.8M | — |
| 18 | Republic Services IncRSG | 0.9% | $95.1M | Trimmed -1% |
| 19 | Curtiss-Wright CorpCW | 0.8% | $92.5M | Trimmed -3% |
| 20 | Sony Group Corp - Sp AdrSONY | 0.8% | $90.2M | Trimmed -2% |
Positions sold
- Honeywell International Inc$43.4M
- Golden Entertainment Inc$28.9M
- Masimo Corp$16.4M
- Flushing Financial Corp$13.0M
- Calavo Growers Inc$12.4M
- Vanguard Sml-Cap Etf$8.7M
- Vanguard Financials Etf$6.1M
- Dupont De Nemours Inc$5.6M
- Host Hotels & Resorts Inc$4.8M
- Vanguard Ftse Emerging Marke$4.0M
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.