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Mario Gabelli — Chairman & CEO — portfolio photo

Mario Gabelli
Portfolio: Top Holdings & Stock Picks

Gamco Investors, Inc. Et Al

Mario Gabelli (Gamco Investors, Inc. Et Al) disclosed 1007 total holdings in its latest 13F filing dated 03/31/2026, with a portfolio value of $10.16 B and a turnover rate of 3.1%.

Portfolio Value
$10.16 B
Total Holdings
1007
Latest Filing
Q1 2026
May 14, 2026
Turnover Rate
3.08%

Mario Gabelli Top Holdings of Q1 2026

Mario Gabelli Top Holdings of Q1 2026
Ticker Name Shares Value % of Portfolio Time Held % Change
587,652 $188.87 M 1.86% >10 Years -4.20%
1.1 M $187.98 M 1.85% >10 Years -8.07%
MLI
1.64 M $181.44 M 1.79% >10 Years -12.30%
CR
998,391 $170.72 M 1.68% 2.8 Years -6.26%
NFG
1.37 M $128.66 M 1.27% >10 Years -5.28%
BK
1.04 M $123.74 M 1.22% >10 Years -14.14%
MOD
551,403 $119.49 M 1.18% >10 Years -33.63%
AXP
393,708 $119.09 M 1.17% >10 Years -6.75%
AME
548,597 $117.6 M 1.16% >10 Years -9.60%
WTS
404,093 $117.3 M 1.16% >10 Years -5.11%

Recent Moves

Significant New Position
+220,810 Shares | +$5.4 M Value
Continues to build a major stake in the Financials sector
Q1 2026
Added to Core Holding
+429,561 Shares | +$22.43 M Value
Largest position increase in Consumer Discretionary sector
Q1 2026
Reduced Exposure to Position
-279,376 Shares | -$60.54 M Value
Significant reduction in holdings of Consumer Discretionary
Q1 2026
Complete Exit
-2.05 M Shares | -$39.82 M Value
Cleared TGNA, sector remains in portfolio
Q1 2026

Mario Gabelli's Historical Top Holdings Overview

Portfolio Date:

Mario Gabelli Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
MOD
03/31/2026 Reduce -33.6% 551,403 -279,376 $60.54 M
03/31/2026 Sold Out 0 -2.05 M $39.82 M
DAN
03/31/2026 Reduce -47.2% 1.21 M -1.08 M $36.39 M
MLI
03/31/2026 Reduce -12.3% 1.64 M -229,734 $25.45 M
03/31/2026 Sold Out 0 -836,800 $25.3 M
AIN
03/31/2026 Add 199.8% 644,605 429,561 $22.43 M
WBD
03/31/2026 Reduce -27.7% 2 M -766,572 $21.05 M
BK
03/31/2026 Reduce -14.1% 1.04 M -171,767 $20.38 M
AZZ
03/31/2026 Reduce -27.3% 363,371 -136,194 $17.04 M
03/31/2026 Reduce -8.1% 1.1 M -96,664 $16.5 M

Mario Gabelli's Portfolio Sector Breakdown

Portfolio Date:

About Mario Gabelli

Mario Gabelli is an American investment advisor, financial analyst, and the founder, chairman, and CEO of GAMCO Investors. He is one of Wall Street's most respected value investors, famous for his unique analytical framework. Gabelli is known for his deep research into small- and mid-cap companies and his ability to identify undervalued assets with clear catalysts for appreciation.

Frequently Asked Questions

As of 03/31/2026, Mario Gabelli holds 924 stocks. Top positions include MSGS, GATX, MLI, CR, NFG. For full portfolio details, please visit Mario Gabelli’s portfolio.

In Q1 2026, Mario Gabelli’s largest purchase by dollar amount was GOLS. For complete transaction details, please visit Mario Gabelli’s portfolio.

According to the 13F filing for Q1 2026, Mario Gabelli increased their stake in AIN.

Mario Gabelli's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.