Great investors · Mario Gabelli · Q4 2024
What Mario Gabelli bought and sold in Q4 2024
GAMCO Investors 13F portfolio as of Dec 31, 2024: 850 positions worth $9.5 bn. Largest: MLI, HRI, GATX, CR. Filed with the SEC on Feb 13, 2025.
The 13F is filed by GAMCO Investors, not by Mario Gabelli personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q4 2024
No purchase of 0.5 points of the portfolio or more this quarter.
Sells in Q4 2024
- ReducedHerc HoldingsHRI−0.6 pp
1 company with a material move, out of 1 position with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
GAMCO Investors's Q4 2024 13F lists 850 lines of US-listed securities worth $9.5 bn; the largest is MLI at 2.25% of the portfolio. It was accepted by the SEC on Feb 13, 2025 at 4:30 PM ET.
Against the previous quarter, it opened 50 positions (SUM and 49 more), closed 18 (XLU, WEST, SCHH and URA and 14 more), added to 77 (AVGO, AJG, OWL and AQN and 73 more) and trimmed 196 (HRI, MLI, NPO and AXP and 192 more). 125 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Mueller Industries MLI | 2.7 M | $215M | 2.25% | −11% |
| 2 | Herc Holdings HRI | 1.1 M | $212M | 2.22% | −21% |
| 3 | GATX GATX | 1.3 M | $205M | 2.15% | −3% |
| 4 | Crane CR | 1.2 M | $181M | 1.89% | −3.2% |
| 5 | American Express AXP | 514,187 | $153M | 1.60% | −6.1% |
| 6 | Modine Manufacturing MOD | 1.2 M | $140M | 1.46% | −5.8% |
| 7 | Sony Group SONY | 6.3 M | $134M | 1.40% | −1.6% |
| 8 | Madison Square Grdn Sprt COR MSGS | 588,655 | $133M | 1.39% | no change |
| 9 | Ametek AME | 653,148 | $118M | 1.23% | −1.9% |
| 10 | Bank of New York Mellon BNY | 1.5 M | $117M | 1.22% | −3.2% |
| 11 | Textron TXT | 1.4 M | $110M | 1.16% | no change |
| 12 | Republic Services RSG | 532,193 | $107M | 1.12% | no change |
| 13 | Ryman Hospitality Properties RHP | 966,543 | $101M | 1.06% | no change |
| 14 | Watts Water Technologies WTS | 467,251 | $95.0M | 1.00% | −2.9% |
| 15 | Atlanta Braves Holdings BATRA | 2.3 M | $92.3M | 0.97% | no change |
| 16 | CNH Industrial CNH | 8.0 M | $91.0M | 0.95% | −1.1% |
| 17 | National Fuel Gas NFG | 1.4 M | $87.8M | 0.92% | +5.1% |
| 18 | Array Digital Infrastructure AD | 1.3 M | $83.5M | 0.87% | −2.8% |
| 19 | Rollins ROL | 1.7 M | $80.9M | 0.85% | −1.5% |
| 20 | Flowserve FLS | 1.3 M | $75.9M | 0.80% | −4.4% |
| 21 | Enpro NPO | 438,710 | $75.7M | 0.79% | −16% |
| 22 | CTS CTS | 1.3 M | $66.8M | 0.70% | −3.9% |
| 23 | Mueller Water Products MWA | 2.9 M | $65.5M | 0.69% | −2.8% |
| 24 | Telephone and Data Systems TDS | 1.9 M | $65.3M | 0.68% | −1.4% |
| 25 | Autonation AN | 383,180 | $65.1M | 0.68% | −2.2% |
| 26 | Penske Automotive Group PAG | 417,982 | $63.7M | 0.67% | no change |
| 27 | Graco GGG | 740,487 | $62.4M | 0.65% | −3.1% |
| 28 | Paramount Skydance PARAA | 2.7 M | $60.6M | 0.64% | no change |
| 29 | Lennar LEN/B | 457,564 | $60.5M | 0.63% | −3.9% |
| 30 | Sinclair SBGI | 3.7 M | $59.8M | 0.63% | +1.5% |
| 31 | Deere DE | 140,946 | $59.7M | 0.63% | −5.7% |
| 32 | Genuine Parts GPC | 511,427 | $59.7M | 0.63% | +2.1% |
| 33 | Southwest Gas Holdings SWX | 843,912 | $59.7M | 0.63% | no change |
| 34 | Rush Enterprises RUSHB | 1.1 M | $59.2M | 0.62% | no change |
| 35 | State Street STT | 583,672 | $57.3M | 0.60% | −3.2% |
| 36 | Atlanta Braves Holdings BATRK | 1.5 M | $55.8M | 0.58% | +1.5% |
| 37 | O Reilly Automotive ORLY | 46,321 | $54.9M | 0.58% | −3.7% |
| 38 | KKR KKR | 364,708 | $53.9M | 0.57% | −2.7% |
| 39 | Wells Fargo WFC | 759,734 | $53.4M | 0.56% | −5.8% |
| 40 | Microsoft MSFT | 126,565 | $53.3M | 0.56% | −2.6% |
| 41 | JPMorgan Chase JPM | 217,355 | $52.1M | 0.55% | −5.1% |
| 42 | Cavco Industries CVCO | 116,152 | $51.8M | 0.54% | −10% |
| 43 | Curtiss-wright CW | 145,843 | $51.8M | 0.54% | −2.1% |
| 44 | Honeywell International HON | 217,329 | $49.1M | 0.51% | −3.2% |
| 45 | AZZ AZZ | 593,618 | $48.6M | 0.51% | −2.2% |
| 46 | Energizer Holdings ENR | 1.4 M | $48.2M | 0.51% | −5.5% |
| 47 | Xylem XYL | 399,170 | $46.3M | 0.49% | −2.3% |
| 48 | Alphabet GOOG | 231,735 | $44.1M | 0.46% | −4.9% |
| 49 | Tegna TGNA | 2.4 M | $43.7M | 0.46% | no change |
| 50 | Tredegar TG | 5.6 M | $43.2M | 0.45% | +10% |
| 51 | Hyster-yale HY | 847,257 | $43.2M | 0.45% | −1.9% |
| 52 | NVIDIA NVDA | 319,650 | $42.9M | 0.45% | −3.6% |
| 53 | Astec Industries ASTE | 1.3 M | $42.8M | 0.45% | no change |
| 54 | ITT ITT | 283,148 | $40.5M | 0.42% | −2% |
| 55 | Dana DAN | 3.4 M | $39.6M | 0.42% | +6.6% |
| 56 | Trinity Industries TRN | 1.1 M | $39.6M | 0.41% | −5.1% |
| 57 | Berkshire Hathaway BRK/B | 86,968 | $39.4M | 0.41% | −1.7% |
| 58 | Freeport-McMoRan FCX | 1.0 M | $38.9M | 0.41% | no change |
| 59 | Griffon GFF | 542,909 | $38.7M | 0.41% | −7.3% |
| 60 | Boyd Gaming BYD | 533,050 | $38.7M | 0.41% | −11% |
| 61 | Tennant TNC | 473,050 | $38.6M | 0.40% | no change |
| 62 | TXNM Energy TXNM | 781,418 | $38.4M | 0.40% | no change |
| 63 | Myers Industries MYE | 3.4 M | $37.4M | 0.39% | +2.9% |
| 64 | Idex IEX | 177,976 | $37.2M | 0.39% | no change |
| 65 | Ducommun DCO | 581,706 | $37.0M | 0.39% | +2.1% |
| 66 | Sphere Entertainment SPHR | 906,401 | $36.5M | 0.38% | −1.4% |
| 67 | Federal Signal FSS | 382,009 | $35.3M | 0.37% | −4.8% |
| 68 | Campbell's CPB | 839,888 | $35.2M | 0.37% | +23% |
| 69 | Oil DRI Corp Amer ODC | 401,056 | $35.1M | 0.37% | no change |
| 70 | Ingles Markets IMKTA | 541,255 | $34.9M | 0.37% | no change |
| 71 | Rockwell Automation ROK | 119,495 | $34.2M | 0.36% | −1.7% |
| 72 | Walt Disney DIS | 303,047 | $33.7M | 0.35% | −1.7% |
| 73 | Matthews International MATW | 1.2 M | $33.3M | 0.35% | no change |
| 74 | Mondelez International MDLZ | 548,911 | $32.8M | 0.34% | −2% |
| 75 | Johnson Controls International JCI | 414,977 | $32.8M | 0.34% | −3.2% |
| 76 | Diageo DEO | 256,573 | $32.6M | 0.34% | −7.9% |
| 77 | Live Nation Entertainment LYV | 250,096 | $32.4M | 0.34% | −4.2% |
| 78 | Telesat TSAT | 1.9 M | $31.8M | 0.33% | no change |
| 79 | Meta Platforms META | 54,167 | $31.7M | 0.33% | −1.8% |
| 80 | Churchill Downs CHDN | 236,028 | $31.5M | 0.33% | −1.5% |
| 81 | Warner Bros. Discovery WBD | 3.0 M | $31.4M | 0.33% | −3.9% |
| 82 | Edgewell Personal Care EPC | 918,218 | $30.9M | 0.32% | −2.2% |
| 83 | PNC Financial Services Group PNC | 159,935 | $30.8M | 0.32% | +6.6% |
| 84 | Innovex International INVX | 2.2 M | $30.7M | 0.32% | −5.1% |
| 85 | St JOE JOE | 675,700 | $30.4M | 0.32% | −5.5% |
| 86 | Tyler Technologies TYL | 52,605 | $30.3M | 0.32% | no change |
| 87 | Waste Management WM | 148,822 | $30.0M | 0.31% | −4.4% |
| 88 | Amazon.com AMZN | 135,926 | $29.8M | 0.31% | −6.5% |
| 89 | Post Holdings POST | 260,076 | $29.8M | 0.31% | −1.3% |
| 90 | Strattec Security STRT | 720,779 | $29.7M | 0.31% | −2.2% |
| 91 | Heico HEI | 123,385 | $29.3M | 0.31% | no change |
| 92 | Greif GEF | 475,855 | $29.1M | 0.30% | −3.3% |
| 93 | Grupo Televisa, S.A.B. TV | 17.1 M | $28.8M | 0.30% | +3% |
| 94 | Apple AAPL | 113,829 | $28.5M | 0.30% | −5.4% |
| 95 | Berkshire Hathaway BRK/A | 41 | $27.9M | 0.29% | no change |
| 96 | FOX FOX | 607,482 | $27.8M | 0.29% | −1.7% |
| 97 | General Mills GIS | 413,581 | $26.4M | 0.28% | −1.6% |
| 98 | Bank of America BAC | 600,072 | $26.4M | 0.28% | −4.1% |
| 99 | Donaldson DCI | 389,256 | $26.2M | 0.27% | −3.6% |
| 100 | Moog MOG/A | 132,011 | $26.0M | 0.27% | −2.9% |
The 100 largest lines are shown. The other 750 add up to 38.2% of the portfolio; full 13F of GAMCO Investors →
Positions it closed (18)
- Utilities Select Sector Spdr XLUwas 0.04% · 43,233 shares
- Westrock Coffee WESTwas 0.02% · 243,600 shares
- Schwab US Reit ETF SCHHwas 0.01% · 61,300 shares
- Global X Uranium ETF URAwas 0.01% · 30,000 shares
- MAG Silver was 0.01% · 41,070 shares
- Uranium Royalty was 0.01% · 200,000 shares
- Tanger SKTwas 0.00% · 13,700 shares
- Nike NKEwas 0.00% · 4,388 shares
- Micron Technology MUwas 0.00% · 3,013 shares
- Medtronic MDTwas 0.00% · 3,342 shares
- Linde LINwas 0.00% · 624 shares
- Ishares US Real Estate ETF IYRwas 0.00% · 2,656 shares
- Union Pacific UNPwas 0.00% · 920 shares
- NVR NVRwas 0.00% · 23 shares
- American Water Works AWKwas 0.00% · 1,481 shares
- Centerpoint Energy CNPwas 0.00% · 6,925 shares
- Steel Connect was 0.00% · 12,928 shares
- Hertz Global Holdings HTZwas 0.00% · 16,224 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: GAMCO Investors's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.