Arkolith/Funds/Gamco Investors, Inc. Et Al

Gamco Investors, Inc. Et Al

CIK 807249
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Inactive

Gamco Investors, Inc. Et Al holds a diversified book of 937 stocks worth $10.2B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened VERSANT MEDIA GROUP INC and trimmed MADISON SQUARE GARDEN SPORTS. Their largest long position is MADISON SQUARE GARDEN SPORTS at 2% of the equity book.

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Use Arkolith to show GAMCO INVESTORS, INC. ET AL's latest
holdings, largest changes, and filing provenance.
Opened
43
new positions
Added to
304
existing
Trimmed
420
reduced
Sold out
75
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
9%
Top 10 holdings
15%
Top 20 holdings
24%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Consumer Discretionary
9%
Industrials
7%
Materials
6%
Communication Services
5%
Financials
3%
Utilities
2%
Health Care
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • VERSANT MEDIA GROUP INC
    New$41.1M
  • ALBANY INTL CORP-CL A
    +200%$22.4M
  • +62%$15.5M
  • TENNANT CO
    +41%$13.5M
  • New$11.3M
  • CHART INDUSTRIES INC
    +23%$10.4M
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,007 positions
#SecurityValueShares% PortLast moveHistory
1Madison Square Garden Sports
EQUITY
$188.9M587.7K
1.9%
−4.2%
Reduced · −26K sh
2Gatx Corp
EQUITY
$188.0M1.10M
1.9%
−8.1%
Reduced · −97K sh
3Mueller Industries Inc
EQUITY
$181.4M1.64M
1.8%
−12%
Reduced · −230K sh
4Crane Co
EQUITY
$170.7M998.4K
1.7%
−6.3%
Reduced · −67K sh
5National Fuel Gas Co
EQUITY
$128.7M1.37M
1.3%
−5.3%
Reduced · −76K sh
6Bank Of New York Mellon Corp
EQUITY
$123.7M1.04M
1.2%
−14%
Reduced · −172K sh
7Modine Manufacturing Co
EQUITY
$119.5M551.4K
1.2%
−34%
Reduced · −279K sh
8American Express Co
EQUITY
$119.1M393.7K
1.2%
−6.8%
Reduced · −29K sh
9Ametek Inc
EQUITY
$117.6M548.6K
1.2%
−9.6%
Reduced · −58K sh
10Watts Water Technologies-A
EQUITY
$117.3M404.1K
1.2%
−5.1%
Reduced · −22K sh
11Textron Inc
EQUITY
$113.1M1.29M
1.1%
−6.4%
Reduced · −89K sh
12Atlanta Braves HLDS A In-A
EQUITY
$102.5M2.17M
1.0%
−2.6%
Reduced · −57K sh
13Republic Services Inc
EQUITY
$98.8M450.9K
1.0%
−4.5%
Reduced · −21K sh
14Herc Holdings Inc
EQUITY
$96.9M973.1K
1.0%
−8.8%
Reduced · −94K sh
15Sony Group Corp - SP ADR
DEPOSITORY RECEI
$95.0M4.59M
0.9%
−7.8%
Reduced · −386K sh
16Sphere Entertainment Co
EQUITY
$93.3M794.8K
0.9%
−7.5%
Reduced · −64K sh
17Curtiss-Wright Corp
EQUITY
$85.4M125.4K
0.8%
−3.5%
Reduced · −5K sh
18Ryman Hospitality Properties
EQUITY
$85.4M925.2K
0.8%
−4.2%
Reduced · −41K sh
19CNH Industrial NV
EQUITY
$82.2M7.47M
0.8%
−3.7%
Reduced · −285K sh
20Flowserve Corp
EQUITY
$78.4M1.07M
0.8%
−15%
Reduced · −191K sh
21Enpro Inc
EQUITY
$77.0M307.3K
0.8%
−7.5%
Reduced · −25K sh
22Myers Industries Inc
EQUITY
$72.6M3.43M
0.7%
−2.0%
Reduced · −70K sh
23Rollins Inc
EQUITY
$70.6M1.32M
0.7%
−4.4%
Reduced · −62K sh
24Mueller Water Products Inc-A
EQUITY
$70.1M2.55M
0.7%
−0.6%
Reduced · −17K sh
25Rush Enterprises Inc - CL B
EQUITY
$68.6M1.07M
0.7%
−0.7%
Reduced · −8K sh
26Southwest Gas Holdings Inc
EQUITY
$68.0M782.8K
0.7%
−4.5%
Reduced · −36K sh
27Telesat Corp
EQUITY
$64.0M1.77M
0.6%
−3.4%
Reduced · −63K sh
28Telephone And Data Systems
EQUITY
$63.4M1.51M
0.6%
−6.0%
Reduced · −97K sh
29Autonation Inc
EQUITY
$62.0M317.3K
0.6%
−3.6%
Reduced · −12K sh
30Grupo Televisa Sa-Spon ADR
DEPOSITORY RECEI
$60.4M20.74M
0.6%
−0.7%
Reduced · −157K sh
31Astec Industries Inc
EQUITY
$59.3M1.10M
0.6%
−5.7%
Reduced · −66K sh
32Penske Automotive Group Inc
EQUITY
$59.1M395.0K
0.6%
−0.3%
Reduced · −1K sh
33State Street Corp
EQUITY
$58.2M459.7K
0.6%
−7.3%
Reduced · −36K sh
34Graco Inc
EQUITY
$58.1M686.8K
0.6%
−3.1%
Reduced · −22K sh
35Nvidia Corp
EQUITY
$57.9M331.9K
0.6%
+8.1%
Added · +25K sh
36CTS Corp
EQUITY
$57.3M1.20M
0.6%
−3.0%
Reduced · −37K sh
37Atlanta Braves HLDS C In-C
EQUITY
$56.9M1.33M
0.6%
−3.5%
Reduced · −49K sh
38Chart Industries Inc
EQUITY
$56.0M271.1K
0.6%
+23%
Added · +50K sh
39Warner Bros Discovery Inc
EQUITY
$55.0M2.00M
0.5%
−28%
Reduced · −767K sh
40Ducommun Inc
EQUITY
$54.8M449.5K
0.5%
−13%
Reduced · −68K sh
41Alphabet Inc-CL C
EQUITY
$53.9M187.9K
0.5%
−1.0%
Reduced · −2K sh
42Newmont Corp
EQUITY
$53.8M496.7K
0.5%
−17%
Reduced · −100K sh
43Deere & Co
EQUITY
$53.5M94.9K
0.5%
−18%
Reduced · −21K sh
44Ati Inc
EQUITY
$52.6M361.5K
0.5%
−5.6%
Reduced · −22K sh
45O'reilly Automotive Inc
EQUITY
$52.1M564.2K
0.5%
−3.4%
Reduced · −20K sh
46Sinclair Inc
EQUITY
$51.6M3.99M
0.5%
−4.9%
Reduced · −206K sh
47Ingles Markets Inc-Class A
EQUITY
$51.6M573.9K
0.5%
−0.2%
Reduced · −1K sh
48Oil-Dri Corp Of America
EQUITY
$50.9M782.5K
0.5%
−0.9%
Reduced · −7K sh
49Tredegar Corp
EQUITY
$48.5M6.10M
0.5%
−3.3%
Reduced · −206K sh
50JPMorgan Chase & Co
EQUITY
$48.2M163.8K
0.5%
−4.2%
Reduced · −7K sh
Showing 50 of 1,007 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 20261,007$10.2B13F-HR
Q4 2025Dec 31, 2025Feb 5, 20261,036$10.4B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20251,015$10.3B13F-HR
Q2 2025Jun 30, 2025Aug 13, 20251,048$10.1B13F-HR
Q1 2025Mar 31, 2025May 14, 2025854$9.1B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025871$9.5B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024865$9.8B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024872$9.2B13F-HR
Q1 2024Mar 31, 2024May 14, 2024858$9.9B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024847$9.4B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023847$8.6B13F-HR
Q2 2023Jun 30, 2023Aug 15, 2023857$9.5B13F-HR/A
Q1 2023Mar 31, 2023May 12, 2023877$9.3B13F-HR
Q4 2022Dec 31, 2022Feb 15, 2023881$9.3B13F-HR/A
Q3 2022Sep 30, 2022Nov 14, 2022894$8.5B13F-HR/A
Q2 2022Jun 30, 2022Aug 12, 2022898$9.1B13F-HR
Q1 2022Mar 31, 2022May 18, 2022914$11.1B13F-HR/A
Q4 2021Dec 31, 2021Feb 11, 2022919$11.7B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021921$11.3B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021915$11.8B13F-HR
Amended / restated
  • Q2 2023 · filed Aug 10, 202313F-HR · superseded
  • Q4 2022 · filed Feb 13, 202313F-HR · superseded
  • Q3 2022 · filed Nov 10, 202213F-HR · superseded
  • Q1 2022 · filed May 13, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.