Great investors · Mario Gabelli
Mario Gabelli portfolio · Q2 2026
Mario Gabelli, founder of GAMCO Investors. This is the stock portfolio GAMCO Investors reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 12, 2026.
The 13F is filed by the firm, not the person: when this page says what Mario Gabelli “owns” or “bought”, it means the positions of GAMCO Investors as a whole. With 919 positions, it is the sum of many teams and strategies (and, where options are reported, of hedges and market-making): it is not a portfolio picked by one person.
Next 13F: Q3 2026 usually filed ~Nov 12, 2026; deadline Nov 16, 2026. See the quarter page →
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
What stocks does Mario Gabelli own?
The largest positions of GAMCO Investors in Q2 2026 are MSGS, CR, MLI, GATX, BATRA.
- 1Madison Square Grdn Sprt CORMSGS2.1%
- 2CraneCRReduced2.0%
- 3Mueller IndustriesMLIReduced1.7%
- 4GATXGATXReduced1.7%
- 5Atlanta Braves HoldingsBATRA · BATRKReduced1.7%
- 6Watts Water TechnologiesWTSReduced1.4%
- 7Bank of New York MellonBNYReduced1.3%
- 8Herc HoldingsHRI1.3%
- 9Sphere EntertainmentSPHRReduced1.2%
- 10AmetekAME1.2%
Where there are two tickers (e.g. GOOGL · GOOG) they are two share classes of the same company and the weight is the sum: that is why there are 891 rows here and the 13F has 919 positions.
What did Mario Gabelli buy in Q2 2026?
- IncreasedRogers CommunicationsRCI+86% shares · 0.3% of portfolio
- IncreasedGenuine PartsGPC+13% shares · 0.5% of portfolio
- IncreasedFranklin ElectricFELE+22% shares · 0.3% of portfolio
- IncreasedAlphabetGOOG+8.3% shares · 0.6% of portfolio
- IncreasedAlbany InternationalAIN+8.9% shares · 0.5% of portfolio
- IncreasedMonroMNRO+8.9% shares · 0.4% of portfolio
- IncreasedTexas InstrumentsTXN+11% shares · 0.3% of portfolio
- IncreasedNVIDIANVDA+4.7% shares · 0.6% of portfolio
What did Mario Gabelli sell in Q2 2026?
- ReducedWarner Bros. DiscoveryWBD−35% shares · 0.3% of portfolio
- ReducedModine ManufacturingMOD−11% shares · 1.2% of portfolio
- ReducedMueller IndustriesMLI−5.8% shares · 1.7% of portfolio
- ReducedEnproNPO−8.3% shares · 1.0% of portfolio
- ReducedBank of New York MellonBNY−6.3% shares · 1.3% of portfolio
- ReducedMicrosoftMSFT−18% shares · 0.4% of portfolio
- ReducedGarrett MotionGTX−13% shares · 0.6% of portfolio
- Sold outVanguard Sml-cap ETFVBwas 0.1%
11 positions opened or added to and 144 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 604 positions with a change, 0 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio. Where an increase or cut shows no share change, it adds up two share classes of the same company (e.g. GOOGL and GOOG).
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.