Great investors · Mario Gabelli · Q4 2025
What Mario Gabelli bought and sold in Q4 2025
GAMCO Investors 13F portfolio as of Dec 31, 2025: 1,010 positions worth $10.4 bn. Largest: MLI, GATX, CR, MSGS. Filed with the SEC on Feb 5, 2026.
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 2025
No purchase of 0.5 points of the portfolio or more this quarter.
Sells in Q4 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 Q4 2025 13F lists 1,010 lines of US-listed securities worth $10.4 bn; the largest is MLI at 2.06% of the portfolio. It was accepted by the SEC on Feb 5, 2026 at 4:37 PM ET.
Against the previous quarter, it opened 62 positions (CFLT, ALEX, WHG and GGTL and 58 more), closed 19 (WOW, LIN, EOG and KREF and 15 more), added to 104 (OMC, GABF, SGOV and HI and 100 more) and trimmed 169 (MLI, MOD, BNY and AXP and 165 more). 117 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Mueller Industries MLI | 1.9 M | $214M | 2.06% | −15% |
| 2 | GATX GATX | 1.2 M | $203M | 1.95% | −2.4% |
| 3 | Crane CR | 1.1 M | $196M | 1.89% | −3.1% |
| 4 | Madison Square Grdn Sprt COR MSGS | 613,391 | $159M | 1.53% | +1.1% |
| 5 | Herc Holdings HRI | 1.1 M | $158M | 1.52% | −3.1% |
| 6 | American Express AXP | 422,221 | $156M | 1.50% | −5.6% |
| 7 | Bank of New York Mellon BNY | 1.2 M | $141M | 1.36% | −7% |
| 8 | Sony Group SONY | 5.0 M | $127M | 1.22% | −4.7% |
| 9 | Ametek AME | 606,859 | $125M | 1.20% | −2.6% |
| 10 | Textron TXT | 1.4 M | $120M | 1.16% | no change |
| 11 | Watts Water Technologies WTS | 425,854 | $118M | 1.13% | −3.2% |
| 12 | National Fuel Gas NFG | 1.4 M | $116M | 1.11% | +2.6% |
| 13 | Modine Manufacturing MOD | 830,779 | $111M | 1.07% | −16% |
| 14 | Republic Services RSG | 472,220 | $100M | 0.96% | no change |
| 15 | Atlanta Braves Holdings BATRA | 2.2 M | $94.8M | 0.91% | +3.6% |
| 16 | Ryman Hospitality Properties RHP | 965,919 | $91.4M | 0.88% | no change |
| 17 | Flowserve FLS | 1.3 M | $87.2M | 0.84% | −6.4% |
| 18 | Rollins ROL | 1.4 M | $83.0M | 0.80% | −6.6% |
| 19 | Sphere Entertainment SPHR | 858,887 | $81.7M | 0.78% | −1.7% |
| 20 | Warner Bros. Discovery WBD | 2.8 M | $79.8M | 0.77% | −6.7% |
| 21 | Curtiss-wright CW | 130,007 | $71.7M | 0.69% | −2.7% |
| 22 | CNH Industrial CNH | 7.8 M | $71.5M | 0.69% | −1.6% |
| 23 | Enpro NPO | 332,024 | $71.1M | 0.68% | −4.2% |
| 24 | Autonation AN | 329,118 | $68.0M | 0.65% | −5.7% |
| 25 | Telephone and Data Systems TDS | 1.6 M | $65.7M | 0.63% | −2.9% |
| 26 | Southwest Gas Holdings SWX | 819,286 | $65.6M | 0.63% | no change |
| 27 | Myers Industries MYE | 3.5 M | $65.5M | 0.63% | no change |
| 28 | Sinclair SBGI | 4.2 M | $64.2M | 0.62% | −1.2% |
| 29 | State Street STT | 495,790 | $64.0M | 0.61% | −7.1% |
| 30 | Penske Automotive Group PAG | 396,007 | $62.7M | 0.60% | −1.6% |
| 31 | Mueller Water Products MWA | 2.6 M | $61.1M | 0.59% | −1.8% |
| 32 | Grupo Televisa, S.A.B. TV | 20.9 M | $60.8M | 0.58% | +10% |
| 33 | Rush Enterprises RUSHB | 1.1 M | $60.4M | 0.58% | no change |
| 34 | Newmont NEM | 596,345 | $59.5M | 0.57% | +3.4% |
| 35 | Alphabet GOOG | 189,754 | $59.5M | 0.57% | no change |
| 36 | Microsoft MSFT | 122,288 | $59.1M | 0.57% | +1.5% |
| 37 | Graco GGG | 708,595 | $58.1M | 0.56% | −1% |
| 38 | NVIDIA NVDA | 307,047 | $57.3M | 0.55% | no change |
| 39 | JPMorgan Chase JPM | 170,922 | $55.1M | 0.53% | no change |
| 40 | Atlanta Braves Holdings BATRK | 1.4 M | $54.5M | 0.52% | no change |
| 41 | Dana DAN | 2.3 M | $54.5M | 0.52% | −16% |
| 42 | Cavco Industries CVCO | 91,876 | $54.3M | 0.52% | −5.8% |
| 43 | Deere DE | 116,303 | $54.1M | 0.52% | −7.3% |
| 44 | AZZ AZZ | 499,565 | $53.5M | 0.51% | −10% |
| 45 | Telesat TSAT | 1.8 M | $53.3M | 0.51% | +2.5% |
| 46 | O Reilly Automotive ORLY | 583,788 | $53.2M | 0.51% | −6.2% |
| 47 | CTS CTS | 1.2 M | $53.0M | 0.51% | −3.1% |
| 48 | Array Digital Infrastructure AD | 964,561 | $51.7M | 0.50% | −8.1% |
| 49 | Genuine Parts GPC | 419,178 | $51.5M | 0.50% | −5.6% |
| 50 | Astec Industries ASTE | 1.2 M | $50.6M | 0.49% | −3.5% |
| 51 | Ducommun DCO | 517,100 | $49.2M | 0.47% | −6.1% |
| 52 | Freeport-McMoRan FCX | 947,760 | $48.1M | 0.46% | −3.6% |
| 53 | Xylem XYL | 349,572 | $47.6M | 0.46% | no change |
| 54 | ITT ITT | 273,584 | $47.5M | 0.46% | +5.4% |
| 55 | iShares Core S&P 500 ETF IVV | 69,190 | $47.4M | 0.46% | −6.5% |
| 56 | Wells Fargo WFC | 501,577 | $46.7M | 0.45% | −3% |
| 57 | TXNM Energy TXNM | 773,440 | $45.5M | 0.44% | −3.8% |
| 58 | Chart Industries | 220,749 | $45.5M | 0.44% | +33% |
| 59 | Tredegar TG | 6.3 M | $45.3M | 0.43% | +5.2% |
| 60 | KKR KKR | 353,168 | $45.0M | 0.43% | no change |
| 61 | Johnson Controls International JCI | 371,780 | $44.5M | 0.43% | −4.1% |
| 62 | Lennar LEN/B | 465,870 | $44.3M | 0.43% | +2.7% |
| 63 | Rockwell Automation ROK | 113,664 | $44.2M | 0.43% | no change |
| 64 | ATI ATI | 383,100 | $44.0M | 0.42% | −3.2% |
| 65 | Strattec Security STRT | 569,879 | $43.4M | 0.42% | −4.4% |
| 66 | Innovex International INVX | 2.0 M | $43.3M | 0.42% | −2.6% |
| 67 | Berkshire Hathaway BRK/B | 84,479 | $42.5M | 0.41% | no change |
| 68 | Energizer Holdings ENR | 2.0 M | $40.7M | 0.39% | +9.6% |
| 69 | Matthews International MATW | 1.6 M | $40.6M | 0.39% | +9.7% |
| 70 | Tegna TGNA | 2.1 M | $39.8M | 0.38% | −9.8% |
| 71 | Heico HEI | 122,600 | $39.7M | 0.38% | no change |
| 72 | Ingles Markets IMKTA | 575,126 | $39.4M | 0.38% | no change |
| 73 | Amazon.com AMZN | 169,727 | $39.2M | 0.38% | −1.2% |
| 74 | Honeywell International HON | 198,902 | $38.8M | 0.37% | −1.3% |
| 75 | Oil DRI Corp Amer ODC | 789,250 | $38.6M | 0.37% | no change |
| 76 | Griffon GFF | 512,145 | $37.7M | 0.36% | −1.3% |
| 77 | St JOE JOE | 629,510 | $37.4M | 0.36% | no change |
| 78 | Tennant TNC | 502,598 | $37.0M | 0.36% | no change |
| 79 | Federal Signal FSS | 339,350 | $36.9M | 0.35% | no change |
| 80 | Standard Motor Products SMP | 980,264 | $36.1M | 0.35% | +4.2% |
| 81 | Millicom International Cellular TIGO | 651,150 | $36.1M | 0.35% | −9.1% |
| 82 | Garrett Motion GTX | 2.0 M | $35.7M | 0.34% | +2.4% |
| 83 | Live Nation Entertainment LYV | 245,536 | $35.0M | 0.34% | no change |
| 84 | FOX FOX | 532,017 | $34.5M | 0.33% | −9% |
| 85 | Madison Square Garden Entertainment MSGE | 632,996 | $34.1M | 0.33% | −1.5% |
| 86 | Meta Platforms META | 51,508 | $34.0M | 0.33% | no change |
| 87 | Walt Disney DIS | 293,462 | $33.4M | 0.32% | −1.2% |
| 88 | Monro MNRO | 1.6 M | $31.1M | 0.30% | +22% |
| 89 | Apple AAPL | 113,912 | $31.0M | 0.30% | −2.7% |
| 90 | Donaldson DCI | 349,156 | $31.0M | 0.30% | −7.2% |
| 91 | Berkshire Hathaway BRK/A | 41 | $30.9M | 0.30% | no change |
| 92 | Golden Entertainment GDEN | 1.1 M | $30.8M | 0.30% | +26% |
| 93 | PNC Financial Services Group PNC | 145,876 | $30.4M | 0.29% | no change |
| 94 | Idex IEX | 170,799 | $30.4M | 0.29% | −2.1% |
| 95 | Greif GEF | 445,244 | $30.1M | 0.29% | −5.7% |
| 96 | Waste Management WM | 133,828 | $29.4M | 0.28% | no change |
| 97 | Moog MOG/A | 120,562 | $29.4M | 0.28% | −8.5% |
| 98 | Sensient Technologies SXT | 311,542 | $29.3M | 0.28% | no change |
| 99 | TWIN Disc TWIN | 1.7 M | $29.0M | 0.28% | no change |
| 100 | Henry Schein HSIC | 379,396 | $28.7M | 0.28% | no change |
The 100 largest lines are shown. The other 910 add up to 39.8% of the portfolio; full 13F of GAMCO Investors →
Positions it closed (19)
- Wideopenwest WOWwas 0.07% · 1.3 M shares
- Linde LINwas 0.02% · 4,488 shares
- EOG Resources EOGwas 0.01% · 6,310 shares
- KKR Real Estate Finance Trust KREFwas 0.00% · 50,000 shares
- Verisign VRSNwas 0.00% · 1,383 shares
- Ally Financial ALLYwas 0.00% · 8,000 shares
- Global X Defense Tech ETF SHLDwas 0.00% · 4,000 shares
- Goldman Sachs BDC GSBDwas 0.00% · 25,700 shares
- Nike NKEwas 0.00% · 3,561 shares
- JACK In the Box JACKwas 0.00% · 12,291 shares
- Novo Nordisk A/s NVOwas 0.00% · 4,144 shares
- Block XYZwas 0.00% · 2,928 shares
- Lazard LAZwas 0.00% · 4,000 shares
- BWX Technologies BWXTwas 0.00% · 1,135 shares
- PPL PPLwas 0.00% · 5,521 shares
- Vertex Pharmaceuticals VRTXwas 0.00% · 512 shares
- Mercer International MERCwas 0.00% · 68,795 shares
- Organon OGNwas 0.00% · 11,630 shares
- Irobot was 0.00% · 33,700 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.