Great investors · Mario Gabelli · Q2 2025
What Mario Gabelli bought and sold in Q2 2025
GAMCO Investors 13F portfolio as of Jun 30, 2025: 1,025 positions worth $10.1 bn. Largest: CR, MLI, GATX, SONY. Filed with the SEC on Aug 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 Q2 2025
No purchase of 0.5 points of the portfolio or more this quarter.
Sells in Q2 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 Q2 2025 13F lists 1,025 lines of US-listed securities worth $10.1 bn; the largest is CR at 2.15% of the portfolio. It was accepted by the SEC on Aug 13, 2025 at 4:30 PM ET.
Against the previous quarter, it opened 222 positions (IVV, VTI, SKAA and VFH and 218 more), closed 12 (CODI, VSTS, Pg&e Corp 6.000 12/01/27 Sr:a CVT and NN and 8 more), added to 138 (AUB, XLU, SPY and CMA and 134 more) and trimmed 115 (JPM, ROL, WFC and AXP and 111 more). 135 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Crane CR | 1.1 M | $218M | 2.15% | −1.8% |
| 2 | Mueller Industries MLI | 2.6 M | $206M | 2.04% | −2.4% |
| 3 | GATX GATX | 1.3 M | $197M | 1.95% | −1.1% |
| 4 | Sony Group SONY | 5.8 M | $152M | 1.50% | −3.9% |
| 5 | American Express AXP | 470,715 | $150M | 1.48% | −4% |
| 6 | Herc Holdings HRI | 1.1 M | $147M | 1.45% | +2.4% |
| 7 | Bank of New York Mellon BNY | 1.4 M | $131M | 1.30% | −3% |
| 8 | Madison Square Grdn Sprt COR MSGS | 614,788 | $128M | 1.27% | +1.9% |
| 9 | National Fuel Gas NFG | 1.5 M | $128M | 1.27% | +1% |
| 10 | Republic Services RSG | 495,064 | $122M | 1.21% | −3.1% |
| 11 | Modine Manufacturing MOD | 1.2 M | $116M | 1.15% | no change |
| 12 | Ametek AME | 635,319 | $115M | 1.14% | no change |
| 13 | Textron TXT | 1.4 M | $114M | 1.13% | no change |
| 14 | Watts Water Technologies WTS | 454,756 | $112M | 1.11% | −1.2% |
| 15 | Atlanta Braves Holdings BATRA | 2.2 M | $110M | 1.09% | no change |
| 16 | CNH Industrial CNH | 8.0 M | $104M | 1.03% | +1.5% |
| 17 | Ryman Hospitality Properties RHP | 965,737 | $95.3M | 0.94% | no change |
| 18 | Rollins ROL | 1.6 M | $88.7M | 0.88% | −7.6% |
| 19 | Array Digital Infrastructure AD | 1.3 M | $83.7M | 0.83% | −1.2% |
| 20 | Enpro NPO | 387,086 | $74.1M | 0.73% | −1.2% |
| 21 | Autonation AN | 363,073 | $72.1M | 0.71% | −2.9% |
| 22 | Flowserve FLS | 1.4 M | $70.8M | 0.70% | +3.4% |
| 23 | Penske Automotive Group PAG | 411,340 | $70.7M | 0.70% | −1.2% |
| 24 | Atlanta Braves Holdings BATRK | 1.5 M | $67.9M | 0.67% | +1.2% |
| 25 | Curtiss-wright CW | 136,748 | $66.8M | 0.66% | −4.2% |
| 26 | Deere DE | 131,078 | $66.7M | 0.66% | −2.8% |
| 27 | Telephone and Data Systems TDS | 1.9 M | $66.6M | 0.66% | no change |
| 28 | Mueller Water Products MWA | 2.7 M | $64.9M | 0.64% | −3.6% |
| 29 | Southwest Gas Holdings SWX | 860,337 | $64.0M | 0.63% | +3.6% |
| 30 | Paramount Skydance PARAA | 2.7 M | $62.8M | 0.62% | no change |
| 31 | Graco GGG | 723,562 | $62.2M | 0.62% | no change |
| 32 | Microsoft MSFT | 121,744 | $60.6M | 0.60% | +4.1% |
| 33 | State Street STT | 557,952 | $59.3M | 0.59% | −2.3% |
| 34 | O Reilly Automotive ORLY | 637,420 | $57.5M | 0.57% | −2.2% |
| 35 | Rush Enterprises RUSHB | 1.1 M | $56.8M | 0.56% | no change |
| 36 | Genuine Parts GPC | 462,948 | $56.2M | 0.56% | −2.1% |
| 37 | Dana DAN | 3.2 M | $55.6M | 0.55% | −5% |
| 38 | AZZ AZZ | 581,331 | $54.9M | 0.54% | −1% |
| 39 | CTS CTS | 1.3 M | $54.5M | 0.54% | +1.2% |
| 40 | Sinclair SBGI | 3.9 M | $54.5M | 0.54% | +5.4% |
| 41 | Myers Industries MYE | 3.6 M | $52.1M | 0.51% | +3.2% |
| 42 | Astec Industries ASTE | 1.2 M | $51.9M | 0.51% | −1.4% |
| 43 | Tredegar TG | 5.9 M | $51.9M | 0.51% | +1.9% |
| 44 | JPMorgan Chase JPM | 178,684 | $51.8M | 0.51% | −14% |
| 45 | Ducommun DCO | 626,611 | $51.8M | 0.51% | +6.5% |
| 46 | NVIDIA NVDA | 316,686 | $50.0M | 0.49% | +5.3% |
| 47 | Wells Fargo WFC | 615,547 | $49.3M | 0.49% | −12% |
| 48 | KKR KKR | 363,690 | $48.4M | 0.48% | −1.7% |
| 49 | Lennar LEN/B | 457,382 | $48.1M | 0.48% | no change |
| 50 | Xylem XYL | 370,254 | $47.9M | 0.47% | −2.2% |
| 51 | Honeywell International HON | 205,602 | $47.9M | 0.47% | −1.3% |
| 52 | Oil DRI Corp Amer ODC | 793,512 | $46.8M | 0.46% | no change |
| 53 | iShares Core S&P 500 ETF IVV | 74,230 | $46.1M | 0.46% | new |
| 54 | TXNM Energy TXNM | 816,230 | $46.0M | 0.45% | +7.3% |
| 55 | Telesat TSAT | 1.9 M | $45.5M | 0.45% | −1.1% |
| 56 | ITT ITT | 284,743 | $44.7M | 0.44% | +2.7% |
| 57 | Freeport-McMoRan FCX | 1.0 M | $43.8M | 0.43% | no change |
| 58 | Cavco Industries CVCO | 99,383 | $43.2M | 0.43% | −2.6% |
| 59 | Johnson Controls International JCI | 402,034 | $42.5M | 0.42% | −1.3% |
| 60 | Strattec Security STRT | 677,169 | $42.1M | 0.42% | −2.5% |
| 61 | Berkshire Hathaway BRK/B | 85,869 | $41.7M | 0.41% | +2.8% |
| 62 | Grupo Televisa, S.A.B. TV | 18.6 M | $40.6M | 0.40% | +3.4% |
| 63 | Heico HEI | 123,400 | $40.5M | 0.40% | no change |
| 64 | Tegna TGNA | 2.4 M | $40.4M | 0.40% | +3.1% |
| 65 | Federal Signal FSS | 364,794 | $38.8M | 0.38% | −1.9% |
| 66 | Griffon GFF | 535,450 | $38.8M | 0.38% | no change |
| 67 | Tennant TNC | 498,202 | $38.6M | 0.38% | +5% |
| 68 | Rockwell Automation ROK | 115,626 | $38.4M | 0.38% | −2% |
| 69 | Energizer Holdings ENR | 1.9 M | $38.3M | 0.38% | +35% |
| 70 | Meta Platforms META | 51,753 | $38.2M | 0.38% | no change |
| 71 | Live Nation Entertainment LYV | 247,621 | $37.5M | 0.37% | no change |
| 72 | Walt Disney DIS | 301,523 | $37.4M | 0.37% | no change |
| 73 | Sphere Entertainment SPHR | 884,688 | $37.0M | 0.37% | no change |
| 74 | Ingles Markets IMKTA | 579,896 | $36.8M | 0.36% | +7.2% |
| 75 | Warner Bros. Discovery WBD | 3.2 M | $36.1M | 0.36% | +7.5% |
| 76 | Newmont NEM | 608,306 | $35.4M | 0.35% | no change |
| 77 | Alphabet GOOG | 196,682 | $34.9M | 0.34% | −9.9% |
| 78 | Amazon.com AMZN | 158,451 | $34.8M | 0.34% | +16% |
| 79 | Boyd Gaming BYD | 443,550 | $34.7M | 0.34% | −4.9% |
| 80 | ATI ATI | 400,800 | $34.6M | 0.34% | no change |
| 81 | Mondelez International MDLZ | 509,126 | $34.3M | 0.34% | −2.5% |
| 82 | Hyster-yale HY | 860,607 | $34.2M | 0.34% | +1.7% |
| 83 | Matthews International MATW | 1.4 M | $33.1M | 0.33% | +11% |
| 84 | Innovex International INVX | 2.1 M | $32.9M | 0.33% | −2.5% |
| 85 | Campbell's CPB | 1.1 M | $32.5M | 0.32% | +21% |
| 86 | FOX FOX | 624,795 | $32.3M | 0.32% | no change |
| 87 | Waste Management WM | 138,196 | $31.6M | 0.31% | −3.2% |
| 88 | Tyler Technologies TYL | 52,405 | $31.1M | 0.31% | no change |
| 89 | St JOE JOE | 650,510 | $31.0M | 0.31% | −1.3% |
| 90 | Nathan's Famous NATH | 280,047 | $31.0M | 0.31% | no change |
| 91 | Greif GEF | 474,963 | $30.9M | 0.31% | no change |
| 92 | Sensient Technologies SXT | 312,702 | $30.8M | 0.30% | no change |
| 93 | Idex IEX | 175,149 | $30.8M | 0.30% | no change |
| 94 | Berkshire Hathaway BRK/A | 42 | $30.6M | 0.30% | +5% |
| 95 | Trinity Industries TRN | 1.1 M | $30.1M | 0.30% | no change |
| 96 | PNC Financial Services Group PNC | 157,692 | $29.4M | 0.29% | −4.5% |
| 97 | Standard Motor Products SMP | 956,691 | $29.4M | 0.29% | +21% |
| 98 | Millicom International Cellular TIGO | 783,230 | $29.3M | 0.29% | −7.1% |
| 99 | Donaldson DCI | 388,356 | $26.9M | 0.27% | no change |
| 100 | Henry Schein HSIC | 362,195 | $26.5M | 0.26% | +2% |
The 100 largest lines are shown. The other 925 add up to 39.1% of the portfolio; full 13F of GAMCO Investors →
Positions it closed (12)
- Compass Diversified Holdings CODIwas 0.01% · 36,359 shares
- Vestis VSTSwas 0.01% · 55,625 shares
- Pg&e Corp 6.000 12/01/27 Sr:a CVT was 0.00% · 8,000 shares
- NextNav NNwas 0.00% · 75,000 shares
- Albemarle Corp 7.250 03/01/27 CVT was 0.00% · 8,000 shares
- Kite Realty Group Trust KRGwas 0.00% · 12,500 shares
- Comstock Resources CRKwas 0.00% · 12,000 shares
- Fortive FTVwas 0.00% · 3,030 shares
- Stellantis STLAwas 0.00% · 19,750 shares
- Simon Property Group SPGwas 0.00% · 1,230 shares
- Vertiv Holdings VRTwas 0.00% · 2,825 shares
- PLUG Power PLUGwas 0.00% · 18,000 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.