Mario Gabelli portfolio
Updated November 15, 2026
Mario Gabelli (GAMCO Investors) — Veteran value investor focused on media, industrials and merger situations.
According to the latest 13F report that GAMCO Investors filed with the SEC (Q3 2026, filed November 12, 2026), its US stock portfolio is worth about $10.2B across 918 holdings. The largest positions are Madison Square Garden SportsMSGS, Mueller Industries IncMLI, Crane CoCR, and the top 10 make up 15% of the portfolio.
| # | Stock | Weight | Value | Change this quarter |
|---|---|---|---|---|
| 1 | Madison Square Garden SportsMSGS | 2.1% | $211M | Trimmed +12% |
| 2 | Mueller Industries IncMLI | 1.8% | $182M | Trimmed +2% |
| 3 | Crane CoCR | 1.8% | $181M | Trimmed +10% |
| 4 | Gatx CorpGATX | 1.7% | $178M | Trimmed +1% |
| 5 | Watts Water Technologies-aWTS | 1.4% | $140M | Trimmed +1% |
| 6 | Bank OF New York Mellon CorpBNY | 1.3% | $132M | Trimmed +7% |
| 7 | Atlanta Braves Holdings In-aBATRA | 1.2% | $123M | Trimmed +1% |
| 8 | Ametek IncAME | 1.2% | $122M | Trimmed +9% |
| 9 | Herc Holdings IncHRI | 1.2% | $120M | Trimmed +1% |
| 10 | American Express CoAXP | 1.1% | $116M | Trimmed +2% |
| 11 | Ryman Hospitality PropertiesRHP | 1.0% | $106M | Trimmed +1% |
| 12 | National Fuel GAS CoNFG | 1.0% | $103M | — |
| 13 | Myers Industries IncMYE | 1.0% | $101M | Trimmed +2% |
| 14 | Sony Group Corp - SP ADRSONY | 1.0% | $101M | Trimmed +4% |
| 15 | CNH Industrial NVCNH | 0.9% | $95M | Trimmed +1% |
| 16 | Textron IncTXT | 0.9% | $95M | Trimmed +3% |
| 17 | Republic Services IncRSG | 0.9% | $92M | Trimmed +1% |
| 18 | Modine Manufacturing CoMOD | 0.9% | $88M | Trimmed +4% |
| 19 | Rush Enterprises Inc - CL BRUSHB | 0.8% | $83M | Added +47% |
| 20 | Enpro IncNPO | 0.8% | $82M | Trimmed +5% |
| 21 | Nvidia CorpNVDA | 0.8% | $79M | Trimmed +1% |
| 22 | Telesat CorpTSAT | 0.8% | $79M | Trimmed +1% |
| 23 | Flowserve CorpFLS | 0.7% | $75M | Trimmed +2% |
| 24 | Penske Automotive Group IncPAG | 0.7% | $75M | Trimmed +5% |
| 25 | State Street CorpSTT | 0.7% | $75M | Trimmed +4% |
| 26 | Sphere Entertainment CoSPHR | 0.7% | $72M | Trimmed +30% |
| 27 | Ducommun IncDCO | 0.7% | $71M | Trimmed +3% |
| 28 | Oil-dri Corp OF AmericaODC | 0.7% | $70M | — |
| 29 | Alphabet Inc-cl CGOOG | 0.7% | $69M | Trimmed +1% |
| 30 | CTS CorpCTS | 0.7% | $68M | Trimmed +1% |
| 31 | ATI IncATI | 0.7% | $68M | — |
| 32 | Atlanta Braves Holdings In-cBATRK | 0.7% | $66M | Trimmed +1% |
| 33 | Curtiss-wright CorpCW | 0.6% | $66M | Trimmed +1% |
| 34 | Southwest GAS Holdings IncSWX | 0.6% | $62M | — |
| 35 | Deere & CoDE | 0.6% | $62M | Trimmed +2% |
| 36 | Genuine Parts CoGPC | 0.6% | $56M | — |
| 37 | Park-ohio Holdings CorpPKOH | 0.6% | $56M | Trimmed +1% |
| 38 | Mueller Water Products Inc-aMWA | 0.5% | $56M | Added +3% |
| 39 | Newmont CorpNEM | 0.5% | $55M | Trimmed +2% |
| 40 | Microsoft CorpMSFT | 0.5% | $55M | — |
Positions sold out
Chart Industries Inc, Taylor Morrison Home Corp, Janus Henderson Group LTD, Oneok IncOKE, Exxon Mobil Corp, Liberty Broad A, Liberty Broad C, Digitalbridge Group IncDBRIP, Teva Pharmaceutical-sp ADRTEVA, Vivmark ResidentialVMRK, Realty Income CorpO, Orla Mining LTD, SUN Communities IncSUI, Webster Financial Corp, Apogee Therapeutics Inc
Frequently asked questions
What does Mario Gabelli own now?
According to the latest 13F (Q3 2026), the largest holdings are Madison Square Garden SportsMSGS, Mueller Industries IncMLI, Crane CoCR. The full list is in the table above.
What is a 13F report?
US investment managers with more than $100 million in US stocks must list their holdings with the SEC within 45 days after each quarter ends.
Why is the data delayed?
Because 13F reports arrive up to 45 days after the quarter ends, the manager may have traded since then.
Should I copy this portfolio?
Knowing what great investors buy is a good source of ideas, but because of the delay and different goals, copying blindly is not recommended.
More lists and tools
Lists are generated automatically from SEC filings and market prices and rebuilt every day. They are a starting point for research, not a recommendation to buy or sell.