Mario Gabelli

GAMCO Investors

Mario Joseph Gabelli is an influential American stock investor and the founder, chairman, and CEO of GAMCO Investors, an investment firm based in Rye, New York. With a career spanning several decades, Gabelli is known for his value investing philosophy and his focus on fundamental analysis. He has accumulated significant wealth through his successful investment strategies, earning over $750 million in compensation from his firm. GAMCO Investors, formerly Gabelli Asset Management Company, provides investment advice and brokerage services to mutual funds, institutional, and select investors. The firm emphasizes a value-oriented approach, seeking to identify undervalued companies with strong growth potential. Gabelli's investment strategy often involves deep analysis of financial statements and market conditions to uncover hidden opportunities. The disclosed trading record for Mario Gabelli through GAMCO Investors reveals a total of 600 disclosures, with notable recent activity including position reductions and exits. The latest filing on May 14, 2026, showed a significant trim in holdings, particularly with Herc Holdings Inc (HRI), where a value of approximately $61.4 million was reduced. The firm has engaged in numerous transactions across various sectors, with a particular focus on Industrials and Financial Services.

Biggest Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Alight, Inc.ALIT · Q1 2026$0.5827$21.57+$6M+3,601.7%$6M
Backblaze, Inc.BLZE · Q1 2026$3.45$13.28+$142k+284.9%$191k
Entravision Communications CorporationEVC · Q1 2026$2.97$10.73+$5M+261.1%$6M
DuPont de Nemours, Inc. (Exchanged) International Flavors & Fragrances Inc. (Received)DD · Q1 2026$45.80$134.86+$11M+194.5%$17M
Advanced Micro Devices IncAMD · Q1 2026$203.43$548.13+$977k+169.4%$2M
Schweitzer-Mauduit International, Inc.SWM · Q1 2026$8.70$23.41+$2M+169.1%$3M
Evolent Health, Inc.EVH · Q1 2026$2.28$5.67+$981k+148.7%$2M
Anterix Inc.ATEX · Q1 2026$38.19$93.97+$24M+146.1%$40M
Dell Technologies IncDELL · Q1 2026$164.13$381.71+$679k+132.6%$1M
Intel CorpINTC · Q1 2026$44.13$99.98+$872k+126.6%$2M
Palo Alto Networks IncPANW · Q1 2026$160.32$352.89+$4M+120.1%$7M
Xerox Holdings CorporationXRX · Q1 2026$1.29$2.61+$744k+102.3%$1M
NeoGenomics, Inc.NEO · Q1 2026$7.42$14.84+$742k+100%$1M
Ichor Holdings, Ltd.ICHR · Q1 2026$46.61$93.17+$1M+99.9%$2M
Marvell Technology Inc (2)MRVL · Q1 2026$99.05$194.94+$435k+96.8%$884k
Hewlett Packard Enterprise Company Common StockHPE · Q1 2026$23.81$45.90+$9M+92.8%$18M
Flex LtdFLEX · Q1 2026$65.46$125.75+$235k+92.1%$490k
Cracker Barrel Old Country Store IncCBRL · Q1 2026$28.11$52.65+$3M+87.3%$6M
Snowflake Inc.SNOW · Q1 2026$150.82$271.87+$282k+80.3%$633k
Electromed, Inc.ELMD · Q1 2026$23.41$42.10+$3M+79.8%$6M
Affirm Holdings IncAFRM · Q1 2026$45.82$81.71+$431k+78.3%$981k
Garrett Motion Inc.GTX · Q1 2026$18.17$31.84+$27M+75.2%$62M
iShares JPMorgan USD Emerging Markets Bond FundEMB · Q1 2026$56.79$95.59+$721k+68.3%$2M
Materion CorporationMTRN · Q1 2026$144.65$242.90+$19M+67.9%$46M
Magnite, Inc.MGNI · Q1 2026$11.88$19.91+$487k+67.6%$1M
Pitney Bowes Inc.PBI · Q1 2026$11.05$18.51+$4M+67.5%$9M
United States Cellular CorporationUSM · Q1 2026$46.14$77.01+$26M+66.9%$65M
PROG Holdings, Inc.PRG · Q1 2026$28.69$47.53+$2M+65.7%$5M
Movado Group, Inc.MOV · Q1 2026$24.42$39.78+$4M+62.9%$10M
Lifeway Foods, Inc.LWAY · Q1 2026$19.34$31.41+$3M+62.4%$7M
Ralliant Corp.RAL · Q1 2026$41.59$67.53+$1M+62.4%$4M
AMC Networks IncAMCX · Q1 2026$6.79$10.90+$2M+60.5%$6M
Park-Ohio Holdings Corp.PKOH · Q1 2026$24.04$38.44+$18M+59.9%$48M
Weave Communications, Inc.WEAV · Q1 2026$4.62$7.35+$146k+59.1%$394k
TransAct Technologies IncorporatedTACT · Q1 2026$3.29$5.23+$291k+59%$785k
Oil-Dri Corporation of AmericaODC · Q1 2026$65.09$101.98+$29M+56.7%$80M
Unitedhealth Group IncUNH · Q1 2026$270.59$418.52+$325k+54.7%$919k
MKS Instruments IncMKSI · Q1 2026$229.81$353.80+$480k+54%$1M
Applied Materials, Inc. - Common StockAMAT · Q1 2026$341.79$525.70+$4M+53.8%$11M
Viasat, Inc.VSAT · Q1 2026$45.80$70.44+$954k+53.8%$3M
Victory Capital Holdings, Inc.VCTR · Q1 2026$65.48$100.58+$467k+53.6%$1M
STAAR Surgical CompanySTAA · Q1 2026$18.70$28.50+$196k+52.4%$570k
The Cheesecake Factory IncorporatedCAKE · Q1 2026$54.75$83.31+$9M+52.2%$26M
CREDIT ACCEPTANCE CORPCACC · Q1 2026$423.46$637.55+$202k+50.6%$602k
Herc Holdings IncHRI · Q1 2026$99.55$148.94+$48M+49.6%$145M
CVS Health CorpCVS · Q1 2026$71.82$107.43+$3M+49.6%$10M
SUMMIT HOTEL PROPERTIES INCINN · Q1 2026$4.42$6.61+$24k+49.5%$73k
AmercoUHAL · Q1 2026$47.78$71.30+$173k+49.2%$523k
L.B. Foster CompanyFSTR · Q1 2026$27.90$41.63+$12M+49.2%$38M
Lifetime Brands, Inc.LCUT · Q1 2026$5.74$8.52+$495k+48.4%$2M