Great investors · Mario Gabelli · Q1 2025
What Mario Gabelli bought and sold in Q1 2025
GAMCO Investors 13F portfolio as of Mar 31, 2025: 833 positions worth $9.1 bn. Largest: MLI, GATX, CR, SONY. Filed with the SEC on May 14, 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 Q1 2025
No purchase of 0.5 points of the portfolio or more this quarter.
Sells in Q1 2025
No sale of 0.5 points of the portfolio or more this quarter.
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 Q1 2025 13F lists 833 lines of US-listed securities worth $9.1 bn; the largest is MLI at 2.23% of the portfolio. It was accepted by the SEC on May 14, 2025 at 4:49 PM ET.
Against the previous quarter, it opened 25 positions (ITCI and 24 more), closed 22 (KIM, IONQ, TSM and BRX and 18 more), added to 87 (AMLP, ROG, AJG and XLP and 83 more) and trimmed 182 (NPO, SONY, CVCO and AXP and 178 more). 129 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Mueller Industries MLI | 2.7 M | $203M | 2.23% | −1.5% |
| 2 | GATX GATX | 1.3 M | $202M | 2.22% | −1.6% |
| 3 | Crane CR | 1.2 M | $179M | 1.97% | −1.8% |
| 4 | Sony Group SONY | 6.1 M | $154M | 1.69% | −4.3% |
| 5 | Herc Holdings HRI | 1.1 M | $146M | 1.61% | −2.9% |
| 6 | American Express AXP | 490,444 | $132M | 1.45% | −4.6% |
| 7 | Bank of New York Mellon BNY | 1.5 M | $125M | 1.37% | −2% |
| 8 | Republic Services RSG | 510,991 | $124M | 1.36% | −4% |
| 9 | National Fuel Gas NFG | 1.5 M | $118M | 1.30% | +3.3% |
| 10 | Madison Square Grdn Sprt COR MSGS | 603,324 | $117M | 1.29% | +2.5% |
| 11 | Ametek AME | 638,208 | $110M | 1.21% | −2.3% |
| 12 | Textron TXT | 1.4 M | $104M | 1.14% | no change |
| 13 | Atlanta Braves Holdings BATRA | 2.3 M | $99.2M | 1.09% | no change |
| 14 | CNH Industrial CNH | 7.9 M | $96.9M | 1.07% | −1.8% |
| 15 | Watts Water Technologies WTS | 460,238 | $93.9M | 1.03% | −1.5% |
| 16 | Rollins ROL | 1.7 M | $91.9M | 1.01% | −2.6% |
| 17 | Array Digital Infrastructure AD | 1.3 M | $91.6M | 1.01% | no change |
| 18 | Modine Manufacturing MOD | 1.2 M | $91.0M | 1.00% | −1.5% |
| 19 | Ryman Hospitality Properties RHP | 960,326 | $87.8M | 0.97% | no change |
| 20 | Telephone and Data Systems TDS | 1.9 M | $72.6M | 0.80% | −2.1% |
| 21 | Mueller Water Products MWA | 2.8 M | $71.2M | 0.78% | −3.8% |
| 22 | Flowserve FLS | 1.3 M | $63.8M | 0.70% | −1% |
| 23 | Enpro NPO | 391,908 | $63.4M | 0.70% | −11% |
| 24 | Deere DE | 134,818 | $63.3M | 0.70% | −4.3% |
| 25 | O Reilly Automotive ORLY | 43,435 | $62.2M | 0.69% | −6.2% |
| 26 | Paramount Skydance PARAA | 2.7 M | $62.1M | 0.68% | no change |
| 27 | Rush Enterprises RUSHB | 1.1 M | $61.2M | 0.67% | no change |
| 28 | Graco GGG | 730,662 | $61.0M | 0.67% | −1.3% |
| 29 | Autonation AN | 373,795 | $60.5M | 0.67% | −2.4% |
| 30 | Penske Automotive Group PAG | 416,231 | $59.9M | 0.66% | no change |
| 31 | Southwest Gas Holdings SWX | 830,742 | $59.6M | 0.66% | −1.6% |
| 32 | Sinclair SBGI | 3.7 M | $59.6M | 0.66% | no change |
| 33 | Atlanta Braves Holdings BATRK | 1.4 M | $57.4M | 0.63% | −1.5% |
| 34 | Genuine Parts GPC | 472,703 | $56.3M | 0.62% | −7.6% |
| 35 | Cavco Industries CVCO | 102,020 | $53.0M | 0.58% | −12% |
| 36 | CTS CTS | 1.3 M | $52.5M | 0.58% | no change |
| 37 | State Street STT | 570,846 | $51.1M | 0.56% | −2.2% |
| 38 | JPMorgan Chase JPM | 206,737 | $50.7M | 0.56% | −4.9% |
| 39 | Wells Fargo WFC | 702,648 | $50.4M | 0.56% | −7.5% |
| 40 | Lennar LEN/B | 458,119 | $50.0M | 0.55% | no change |
| 41 | AZZ AZZ | 587,248 | $49.1M | 0.54% | −1.1% |
| 42 | Dana DAN | 3.4 M | $45.5M | 0.50% | no change |
| 43 | Curtiss-wright CW | 142,813 | $45.3M | 0.50% | −2.1% |
| 44 | Xylem XYL | 378,519 | $45.2M | 0.50% | −5.2% |
| 45 | Tredegar TG | 5.8 M | $44.6M | 0.49% | +2.9% |
| 46 | Berkshire Hathaway BRK/B | 83,570 | $44.5M | 0.49% | −3.9% |
| 47 | Honeywell International HON | 208,304 | $44.1M | 0.49% | −4.2% |
| 48 | Microsoft MSFT | 116,893 | $43.9M | 0.48% | −7.6% |
| 49 | Astec Industries ASTE | 1.3 M | $43.5M | 0.48% | no change |
| 50 | KKR KKR | 369,816 | $42.8M | 0.47% | +1.4% |
| 51 | Tegna TGNA | 2.3 M | $42.6M | 0.47% | −2.1% |
| 52 | Energizer Holdings ENR | 1.4 M | $42.1M | 0.46% | +1.9% |
| 53 | Myers Industries MYE | 3.5 M | $41.6M | 0.46% | +2.9% |
| 54 | TXNM Energy TXNM | 760,596 | $40.7M | 0.45% | −2.7% |
| 55 | Innovex International INVX | 2.2 M | $38.8M | 0.43% | −1.7% |
| 56 | Freeport-McMoRan FCX | 1.0 M | $38.4M | 0.42% | no change |
| 57 | Griffon GFF | 535,609 | $38.3M | 0.42% | −1.3% |
| 58 | Tennant TNC | 474,650 | $37.9M | 0.42% | no change |
| 59 | Oil DRI Corp Amer ODC | 799,112 | $36.7M | 0.40% | no change |
| 60 | ITT ITT | 277,227 | $35.8M | 0.39% | −2.1% |
| 61 | Mondelez International MDLZ | 522,244 | $35.4M | 0.39% | −4.9% |
| 62 | Telesat TSAT | 1.9 M | $35.4M | 0.39% | −2.6% |
| 63 | Ingles Markets IMKTA | 540,915 | $35.2M | 0.39% | no change |
| 64 | Hyster-yale HY | 845,907 | $35.1M | 0.39% | no change |
| 65 | Campbell's CPB | 877,635 | $35.0M | 0.39% | +4.5% |
| 66 | Ducommun DCO | 588,278 | $34.1M | 0.38% | +1.1% |
| 67 | Alphabet GOOG | 218,274 | $34.1M | 0.38% | −5.8% |
| 68 | Waste Management WM | 142,716 | $33.0M | 0.36% | −4.1% |
| 69 | Heico HEI | 123,385 | $33.0M | 0.36% | no change |
| 70 | FOX FOX | 622,583 | $32.8M | 0.36% | +2.5% |
| 71 | Johnson Controls International JCI | 407,224 | $32.6M | 0.36% | −1.9% |
| 72 | NVIDIA NVDA | 300,792 | $32.6M | 0.36% | −5.9% |
| 73 | Live Nation Entertainment LYV | 248,606 | $32.5M | 0.36% | no change |
| 74 | Berkshire Hathaway BRK/A | 40 | $31.9M | 0.35% | −2.4% |
| 75 | Idex IEX | 175,891 | $31.8M | 0.35% | −1.2% |
| 76 | Warner Bros. Discovery WBD | 2.9 M | $31.5M | 0.35% | −1.1% |
| 77 | Grupo Televisa, S.A.B. TV | 17.9 M | $31.4M | 0.35% | +4.8% |
| 78 | Trinity Industries TRN | 1.1 M | $31.1M | 0.34% | −1.6% |
| 79 | St JOE JOE | 658,810 | $30.9M | 0.34% | −2.5% |
| 80 | Boyd Gaming BYD | 466,510 | $30.7M | 0.34% | −12% |
| 81 | Tyler Technologies TYL | 52,605 | $30.6M | 0.34% | no change |
| 82 | Rockwell Automation ROK | 117,972 | $30.5M | 0.34% | −1.3% |
| 83 | Meta Platforms META | 52,073 | $30.0M | 0.33% | −3.9% |
| 84 | Walt Disney DIS | 299,357 | $29.5M | 0.33% | −1.2% |
| 85 | Newmont NEM | 602,436 | $29.1M | 0.32% | +4.3% |
| 86 | PNC Financial Services Group PNC | 165,050 | $29.0M | 0.32% | +3.2% |
| 87 | Sphere Entertainment SPHR | 885,917 | $29.0M | 0.32% | −2.3% |
| 88 | Post Holdings POST | 247,586 | $28.8M | 0.32% | −4.8% |
| 89 | Edgewell Personal Care EPC | 919,337 | $28.7M | 0.32% | no change |
| 90 | Matthews International MATW | 1.2 M | $27.8M | 0.31% | +3.7% |
| 91 | Strattec Security STRT | 694,279 | $27.4M | 0.30% | −3.7% |
| 92 | Federal Signal FSS | 371,679 | $27.3M | 0.30% | −2.7% |
| 93 | Nathan's Famous NATH | 282,147 | $27.2M | 0.30% | no change |
| 94 | Donaldson DCI | 389,956 | $26.2M | 0.29% | no change |
| 95 | Greif GEF | 475,124 | $26.1M | 0.29% | no change |
| 96 | Amazon.com AMZN | 136,184 | $25.9M | 0.29% | no change |
| 97 | Diageo DEO | 244,390 | $25.6M | 0.28% | −4.7% |
| 98 | Millicom International Cellular TIGO | 842,961 | $25.5M | 0.28% | −1.1% |
| 99 | Churchill Downs CHDN | 228,852 | $25.4M | 0.28% | −3% |
| 100 | Eli Lilly LLY | 30,070 | $24.8M | 0.27% | −10% |
The 100 largest lines are shown. The other 733 add up to 37.6% of the portfolio; full 13F of GAMCO Investors →
Positions it closed (22)
- Kimco Realty KIMwas 0.02% · 81,887 shares
- IonQ IONQwas 0.01% · 24,675 shares
- Taiwan Semiconductor Manufacturing TSMwas 0.01% · 4,870 shares
- Brixmor Property Group BRXwas 0.01% · 18,700 shares
- Ventas VTRwas 0.00% · 7,021 shares
- Ansys ANSSwas 0.00% · 1,085 shares
- Cross Country Healthcare was 0.00% · 19,783 shares
- ESAB ESABwas 0.00% · 2,992 shares
- Vanguard Real Estate ETF VNQwas 0.00% · 4,000 shares
- Everus Construction Group ECGwas 0.00% · 4,550 shares
- Everi Holdings was 0.00% · 21,580 shares
- Marvell Technology MRVLwas 0.00% · 2,600 shares
- Discover Financial Services was 0.00% · 1,625 shares
- Block XYZwas 0.00% · 2,928 shares
- Clean Harbors CLHwas 0.00% · 1,000 shares
- Playags AGSwas 0.00% · 19,676 shares
- Avalonbay Communities AVBwas 0.00% · 1,000 shares
- Illumina ILMNwas 0.00% · 1,585 shares
- Berry Global Group BERYwas 0.00% · 3,179 shares
- Primis Financial FRSTwas 0.00% · 11,000 shares
- Desktop Metal Inc-a DMwas 0.00% · 23,772 shares
- Magnachip Semiconductor MXwas 0.00% · 11,350 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.