Great investors · Mario Gabelli · Q3 2025
What Mario Gabelli bought and sold in Q3 2025
GAMCO Investors 13F portfolio as of Sep 30, 2025: 991 positions worth $10.3 bn. Largest: MLI, GATX, CR, SONY. Filed with the SEC on Nov 12, 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 Q3 2025
No purchase of 0.5 points of the portfolio or more this quarter.
Sells in Q3 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 Q3 2025 13F lists 991 lines of US-listed securities worth $10.3 bn; the largest is MLI at 2.15% of the portfolio. It was accepted by the SEC on Nov 12, 2025 at 4:42 PM ET.
Against the previous quarter, it opened 33 positions (VRNA and STUB and 31 more), closed 43 (WHG, XLP, GGTL and XLC and 39 more), added to 65 (IVW, IEFA, CZR and IAG and 61 more) and trimmed 210 (MLI, MOD, SONY and BNY and 206 more). 123 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Mueller Industries MLI | 2.2 M | $222M | 2.15% | −16% |
| 2 | GATX GATX | 1.2 M | $214M | 2.08% | −4.6% |
| 3 | Crane CR | 1.1 M | $202M | 1.97% | −4.2% |
| 4 | Sony Group SONY | 5.2 M | $150M | 1.46% | −10% |
| 5 | American Express AXP | 447,299 | $149M | 1.44% | −5% |
| 6 | Bank of New York Mellon BNY | 1.3 M | $142M | 1.38% | −9.5% |
| 7 | Modine Manufacturing MOD | 988,449 | $141M | 1.36% | −16% |
| 8 | Madison Square Grdn Sprt COR MSGS | 606,518 | $138M | 1.34% | −1.3% |
| 9 | National Fuel Gas NFG | 1.4 M | $130M | 1.26% | −6.8% |
| 10 | Herc Holdings HRI | 1.1 M | $128M | 1.25% | −1.1% |
| 11 | Watts Water Technologies WTS | 439,752 | $123M | 1.19% | −3.3% |
| 12 | Textron TXT | 1.4 M | $117M | 1.14% | −2.5% |
| 13 | Ametek AME | 622,749 | $117M | 1.14% | −2% |
| 14 | Republic Services RSG | 469,977 | $108M | 1.05% | −5.1% |
| 15 | Atlanta Braves Holdings BATRA | 2.2 M | $97.9M | 0.95% | −4.1% |
| 16 | Rollins ROL | 1.5 M | $86.9M | 0.84% | −5.8% |
| 17 | Ryman Hospitality Properties RHP | 968,633 | $86.8M | 0.84% | no change |
| 18 | CNH Industrial CNH | 7.9 M | $85.6M | 0.83% | −1.5% |
| 19 | Enpro NPO | 346,694 | $78.4M | 0.76% | −10% |
| 20 | Autonation AN | 348,943 | $76.3M | 0.74% | −3.9% |
| 21 | Curtiss-wright CW | 133,573 | $72.5M | 0.70% | −2.3% |
| 22 | Flowserve FLS | 1.3 M | $71.4M | 0.69% | no change |
| 23 | Penske Automotive Group PAG | 402,418 | $70.0M | 0.68% | −2.2% |
| 24 | O Reilly Automotive ORLY | 622,187 | $67.1M | 0.65% | −2.4% |
| 25 | Mueller Water Products MWA | 2.6 M | $66.7M | 0.65% | −3.2% |
| 26 | Telephone and Data Systems TDS | 1.7 M | $64.8M | 0.63% | −12% |
| 27 | Southwest Gas Holdings SWX | 823,693 | $64.5M | 0.63% | −4.3% |
| 28 | Sinclair SBGI | 4.2 M | $64.1M | 0.62% | +7.7% |
| 29 | Microsoft MSFT | 120,501 | $62.4M | 0.61% | −1% |
| 30 | Rush Enterprises RUSHB | 1.1 M | $62.0M | 0.60% | no change |
| 31 | State Street STT | 533,944 | $61.9M | 0.60% | −4.3% |
| 32 | Genuine Parts GPC | 443,861 | $61.5M | 0.60% | −4.1% |
| 33 | Graco GGG | 716,095 | $60.8M | 0.59% | −1% |
| 34 | AZZ AZZ | 555,086 | $60.6M | 0.59% | −4.5% |
| 35 | Myers Industries MYE | 3.5 M | $59.4M | 0.58% | −2.4% |
| 36 | Astec Industries ASTE | 1.2 M | $58.3M | 0.57% | −2.6% |
| 37 | Warner Bros. Discovery WBD | 3.0 M | $58.0M | 0.56% | −5.9% |
| 38 | Atlanta Braves Holdings BATRK | 1.4 M | $57.6M | 0.56% | −4.6% |
| 39 | Deere DE | 125,528 | $57.4M | 0.56% | −4.2% |
| 40 | NVIDIA NVDA | 307,421 | $57.4M | 0.56% | −2.9% |
| 41 | Cavco Industries CVCO | 97,528 | $56.6M | 0.55% | −1.9% |
| 42 | Dana DAN | 2.7 M | $54.7M | 0.53% | −16% |
| 43 | Lennar LEN/B | 453,661 | $54.4M | 0.53% | no change |
| 44 | Sphere Entertainment SPHR | 873,629 | $54.3M | 0.53% | −1.3% |
| 45 | JPMorgan Chase JPM | 170,345 | $53.7M | 0.52% | −4.7% |
| 46 | Ducommun DCO | 550,416 | $52.9M | 0.51% | −12% |
| 47 | Array Digital Infrastructure AD | 1.0 M | $52.5M | 0.51% | −20% |
| 48 | Xylem XYL | 351,452 | $51.8M | 0.50% | −5.1% |
| 49 | CTS CTS | 1.3 M | $50.9M | 0.49% | no change |
| 50 | Grupo Televisa, S.A.B. TV | 18.9 M | $50.9M | 0.49% | +2% |
| 51 | iShares Core S&P 500 ETF IVV | 73,979 | $49.5M | 0.48% | no change |
| 52 | Newmont NEM | 576,488 | $48.6M | 0.47% | −5.2% |
| 53 | Oil DRI Corp Amer ODC | 789,700 | $48.2M | 0.47% | no change |
| 54 | Tredegar TG | 6.0 M | $48.1M | 0.47% | +1.7% |
| 55 | Telesat TSAT | 1.8 M | $47.4M | 0.46% | −3.9% |
| 56 | Energizer Holdings ENR | 1.9 M | $46.4M | 0.45% | −1.8% |
| 57 | ITT ITT | 259,536 | $46.4M | 0.45% | −8.9% |
| 58 | Tegna TGNA | 2.3 M | $46.2M | 0.45% | −5.7% |
| 59 | Alphabet GOOG | 188,128 | $45.8M | 0.44% | −4.3% |
| 60 | KKR KKR | 351,535 | $45.7M | 0.44% | −3.3% |
| 61 | TXNM Energy TXNM | 803,660 | $45.4M | 0.44% | −1.5% |
| 62 | Wells Fargo WFC | 517,152 | $43.3M | 0.42% | −16% |
| 63 | Johnson Controls International JCI | 387,606 | $42.6M | 0.41% | −3.6% |
| 64 | Honeywell International HON | 201,610 | $42.4M | 0.41% | −1.9% |
| 65 | Berkshire Hathaway BRK/B | 83,663 | $42.1M | 0.41% | −2.6% |
| 66 | Federal Signal FSS | 342,755 | $40.8M | 0.40% | −6% |
| 67 | Strattec Security STRT | 596,045 | $40.6M | 0.39% | −12% |
| 68 | Tennant TNC | 499,795 | $40.5M | 0.39% | no change |
| 69 | Live Nation Entertainment LYV | 246,121 | $40.2M | 0.39% | no change |
| 70 | Ingles Markets IMKTA | 575,386 | $40.0M | 0.39% | no change |
| 71 | Rockwell Automation ROK | 113,546 | $39.7M | 0.39% | −1.8% |
| 72 | Heico HEI | 122,600 | $39.6M | 0.38% | no change |
| 73 | Griffon GFF | 519,064 | $39.5M | 0.38% | −3.1% |
| 74 | Freeport-McMoRan FCX | 983,381 | $38.6M | 0.37% | −2.7% |
| 75 | Standard Motor Products SMP | 940,554 | $38.4M | 0.37% | −1.7% |
| 76 | Innovex International INVX | 2.0 M | $37.7M | 0.37% | −3.5% |
| 77 | Amazon.com AMZN | 171,703 | $37.7M | 0.37% | +8.4% |
| 78 | Meta Platforms META | 51,288 | $37.7M | 0.37% | no change |
| 79 | Millicom International Cellular TIGO | 716,183 | $34.8M | 0.34% | −8.6% |
| 80 | Matthews International MATW | 1.4 M | $34.4M | 0.33% | +2.3% |
| 81 | Walt Disney DIS | 296,942 | $34.0M | 0.33% | −1.5% |
| 82 | FOX FOX | 584,685 | $33.5M | 0.33% | −6.4% |
| 83 | Chart Industries | 165,972 | $33.2M | 0.32% | +22% |
| 84 | ATI ATI | 395,800 | $32.2M | 0.31% | −1.2% |
| 85 | St JOE JOE | 634,410 | $31.4M | 0.30% | −2.5% |
| 86 | Advance Auto Parts AAP | 508,007 | $31.2M | 0.30% | −10% |
| 87 | Hyster-yale HY | 845,524 | $31.2M | 0.30% | −1.8% |
| 88 | Trinity Industries TRN | 1.1 M | $31.1M | 0.30% | no change |
| 89 | Berkshire Hathaway BRK/A | 41 | $30.9M | 0.30% | −2.4% |
| 90 | Donaldson DCI | 376,156 | $30.8M | 0.30% | −3.1% |
| 91 | Mondelez International MDLZ | 491,996 | $30.7M | 0.30% | −3.4% |
| 92 | Nathan's Famous NATH | 277,236 | $30.7M | 0.30% | −1% |
| 93 | United Rentals URI | 31,831 | $30.4M | 0.30% | −3.8% |
| 94 | Apple AAPL | 117,085 | $29.8M | 0.29% | −1.8% |
| 95 | PNC Financial Services Group PNC | 147,271 | $29.6M | 0.29% | −6.6% |
| 96 | Waste Management WM | 132,513 | $29.3M | 0.28% | −4.1% |
| 97 | Madison Square Garden Entertainment MSGE | 642,830 | $29.1M | 0.28% | −1.3% |
| 98 | Sensient Technologies SXT | 308,920 | $29.0M | 0.28% | −1.2% |
| 99 | Idex IEX | 174,399 | $28.4M | 0.28% | no change |
| 100 | Greif GEF | 472,163 | $28.2M | 0.27% | no change |
The 100 largest lines are shown. The other 891 add up to 39.1% of the portfolio; full 13F of GAMCO Investors →
Positions it closed (43)
- Westwood Holdings Group WHGwas 0.07% · 444,000 shares
- Consumer Stples SPD XLPwas 0.07% · 82,000 shares
- Gabelli Automation ETF GGTLwas 0.05% · 180,000 shares
- Comm Serv Select Sector Spdr XLCwas 0.05% · 43,300 shares
- Chipotle Mexican Grill CMGwas 0.05% · 83,240 shares
- Gabelli Global Growth ETF GGRWwas 0.03% · 100,000 shares
- Sunrise Communicat-cl A SNNRFwas 0.03% · 53,989 shares
- Associated Capital Group - A ACGPwas 0.03% · 77,165 shares
- Gabelli Love OUR Planet & PE LOPPwas 0.03% · 91,400 shares
- Permian Resources PRwas 0.02% · 185,000 shares
- TotalEnergies TTEwas 0.02% · 30,650 shares
- GPGI GPGIwas 0.01% · 95,000 shares
- Vaneck Semicndctr SMHwas 0.01% · 4,000 shares
- V-grd HGH DVD YL ETF VYMwas 0.01% · 8,000 shares
- Donnelley Financial Solutions DFINwas 0.01% · 15,320 shares
- W. P. Carey WPCwas 0.01% · 12,899 shares
- OSI Systems OSISwas 0.01% · 3,564 shares
- Resolute Holdings Management RHLDwas 0.01% · 19,500 shares
- Factset Research Systems FDSwas 0.01% · 1,315 shares
- WESCO International WCCwas 0.01% · 3,094 shares
- OppFi was 0.01% · 126,000 shares
- Whirlpool WHRwas 0.01% · 5,150 shares
- Nextnav was 0.00% · 77,000 shares
- Paysafe PSFEwas 0.00% · 21,990 shares
- American Electric Power AEPwas 0.00% · 2,505 shares
- Iridium Communications IRDMwas 0.00% · 8,600 shares
- American Vanguard AVDwas 0.00% · 61,500 shares
- Boeing Co/the 6.000 10/15/27 CVT was 0.00% · 3,500 shares
- Cheniere Energy LNGwas 0.00% · 883 shares
- Algoma Steel Group ASTLwas 0.00% · 31,125 shares
- Wabash National WNCwas 0.00% · 20,000 shares
- W.W. Grainger GWWwas 0.00% · 200 shares
- I-rssell Md-cap VLU IWSwas 0.00% · 1,535 shares
- Expro Group Holdings was 0.00% · 23,215 shares
- Angi ANGIwas 0.00% · 10,535 shares
- Certara CERTwas 0.00% · 12,000 shares
- OppFi OPFIwas 0.00% · 10,000 shares
- Saba Capital Inc-opp BRWwas 0.00% · 10,500 shares
- Clough Global Dividend GLVwas 0.00% · 10,000 shares
- Ranpak Holdings PACKwas 0.00% · 14,000 shares
- Comtech Telecommunications CMTLwas 0.00% · 17,000 shares
- Harvard Bioscience HBIOwas 0.00% · 77,000 shares
- 3d Systems DDDwas 0.00% · 10,000 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.