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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Mario Gabelli
✓ VerifiedInstitutional Investor • GAMCO Investors
Value
$10.4B
Stocks
50 Stocks (1 new)
Turnover
100.0%
Top Holdings
MSGS(5.00%) CR(4.61%) MLI(4.01%) GATX(3.95%) WTS(3.30%)
About Investor
Established investor leading GAMCO Investors, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Investment philosophy details pending verification.
Mario Gabelli Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| MSGS | None | Madison Square Garden Sports Corp. | Communication Services | $236.7M | 0 | 5.0% | 0 | No Change |
| CR | None | Crane | Industrials | $218.4M | 0 | 4.6% | 0 | No Change |
| MLI | None | Mueller Industries Inc. | General | $189.6M | 0 | 4.0% | 0 | No Change |
| GATX | None | GATX Corporation | Industrials | $186.9M | 0 | 4.0% | 0 | No Change |
| WTS | None | Watts Water Technologies Inc. | General | $156.2M | 0 | 3.3% | 0 | No Change |
| BK | None | The Bank of New York Mellon Corp. | General | $141.3M | 0 | 3.0% | 0 | +100.0% |
| HRI | None | Herc Holdings | Industrials | $140.0M | 0 | 3.0% | 0 | No Change |
| NEW YORK STOCK EXCHANGE-SCHR | None | Sphere Entertainment Co. | General | $132.5M | 0 | 2.8% | 0 | No Change |
| AME | None | Ametek | Industrials | $131.7M | 0 | 2.8% | 0 | No Change |
| AXP | None | American Express Company | Financials | $131.6M | 0 | 2.8% | 0 | No Change |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| BKThe Bank of New York Mellon Corp. | $141.3M | +100.0% | 3.0% | New |
Recent Sells (13F)
13F Sector Breakdown
General35.9%
Industrials31.4%
Communication Services10.2%
Consumer Discretionary7.8%
Financials3.9%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 18 | $1699.5M | 35.9% |
| Industrials | 15 | $1486.9M | 31.4% |
| Communication Services | 4 | $484.6M | 10.2% |
| Consumer Discretionary | 5 | $368.0M | 7.8% |
| Financials | 2 | $184.8M | 3.9% |
| Real Estate | 1 | $114.6M | 2.4% |
| Energy | 1 | $105.8M | 2.2% |
| Information Technology | 1 | $90.2M | 1.9% |
| Financial Services | 1 | $76.5M | 1.6% |
| Utilities | 1 | $67.8M | 1.4% |
| Materials | 1 | $53.8M | 1.1% |