Fund HoldingsGAMCO INVESTORS, INC. ET AL

Total Portfolio Value
$11.15B
Total Bought
$608.73M
Total Sold
$1.64B
Net Transaction
-$1.03B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MADISON SQUARE GARDEN SPORTS(MSGS)587,652589,128+1,476188,871236,7352.12%+47,864
CRANE CO(CR)998,391978,953-19,438170,725218,3751.96%+47,650
MYERS INDUSTRIES INC(MYE)3,429,7203,374,319-55,40172,641119,1471.07%+46,506
HERC HOLDINGS INC(HRI)973,141976,739+3,59896,876140,0061.26%+43,130
SPHERE ENTERTAINMENT CO(SPHR)794,755765,913-28,84293,304132,5261.19%+39,222
WATTS WATER TECHNOLOGIES-A(WTS)404,093399,032-5,061117,304156,2011.40%+38,897
RYMAN HOSPITALITY PROPERTIES(RHP)925,191891,400-33,79185,367114,5891.03%+29,222
ENPRO INC(NPO)307,277281,677-25,60077,019106,1730.95%+29,154
OIL-DRI CORP OF AMERICA(ODC)782,450778,050-4,40050,93079,5240.71%+28,595
ANTERIX INC(ATEX)425,820415,520-10,30016,26242,7740.38%+26,512
GARRETT MOTION INC(GTX)1,952,8741,707,035-245,83935,48461,8460.55%+26,362
MATERION CORP(MTRN)191,240180,940-10,30027,66353,8100.48%+26,147
HONEYWELL INTERNATIONAL INC0113,206+113,206025,3470.23%+25,347
HONEYWELL AEROSPACE INC0113,231+113,231025,0330.22%+25,033
VICI PROPERTIES INC(VICI)47,615985,449+937,8341,30126,1640.23%+24,863
DUCOMMUN INC(DCO)449,461427,832-21,62954,83479,2390.71%+24,405
TELESAT CORP(TSAT)1,769,1491,723,385-45,76464,04387,2380.78%+23,195
TAYLOR MORRISON HOME CORP13,170294,645+281,47576721,1380.19%+20,371
CTS CORP(CTS)1,198,7651,170,496-28,26957,25376,3050.68%+19,052
CORNING INC(GLW)155,838156,156+31821,18939,8870.36%+18,698
ALBANY INTL CORP-CL A644,605701,879+57,27433,65552,2900.47%+18,635
ATLANTA BRAVES HLDS A IN-A2,173,2062,144,996-28,210102,467120,7851.08%+18,318
STATE STREET CORP(STT)459,673451,003-8,67058,17676,4900.69%+18,314
ALPHABET INC-CL C(GOOG)187,859203,471+15,61253,88971,8920.65%+18,003
ATI INC(ATI)361,500358,000-3,50052,58470,5620.63%+17,978
BANK OF NEW YORK MELLON CORP1,043,081976,858-66,223123,741141,2631.27%+17,523
PARK-OHIO HOLDINGS CORP(PKOH)1,236,1211,225,526-10,59529,71647,1210.42%+17,405
GORMAN-RUPP CO(GRC)582,470567,470-15,00036,18952,0600.47%+15,871
FOSTER (LB) CO-A(FSTR)901,439885,439-16,00025,15039,9950.36%+14,845
TENNANT CO(TNC)706,400701,100-5,30046,90561,3740.55%+14,469
ROCKWELL AUTOMATION INC(ROK)113,606111,389-2,21740,77155,1460.49%+14,376
TEXAS INSTRUMENTS INC(TXN)104,982116,489+11,50720,38134,7220.31%+14,341
AMETEK INC548,597544,372-4,225117,597131,7051.18%+14,108
OCEANFIRST FINANCIAL CORP(OCFC)159,000863,433+704,4332,86816,8630.15%+13,994
MOOG INC-CLASS A(MOG-A)118,026114,451-3,57534,53948,5090.44%+13,970
TWIN DISC INC(TWIN)1,653,1361,629,936-23,20024,91337,8150.34%+12,902
UNITED RENTALS INC(URI)31,52131,521022,96535,7100.32%+12,745
AMERICAN EXPRESS CO(AXP)393,708388,962-4,746119,089131,5661.18%+12,478
ROGERS COMMUNICATIONS INC-B(RCI)558,6111,041,276+482,66521,47933,8410.30%+12,363
GRIFFON CORP(GFF)506,048500,440-5,60836,78048,8080.44%+12,028
MADISON SQUARE GARDEN ENTERT(MSGE)628,302605,197-23,10537,01348,9540.44%+11,941
RUSH ENTERPRISES INC - CL B(RUSHA)1,065,9751,052,375-13,60068,59580,5070.72%+11,911
NVIDIA CORP(NVDA)331,915347,468+15,55357,88669,5250.62%+11,639
PENSKE AUTOMOTIVE GROUP INC(PAG)394,995394,387-60859,06070,5760.63%+11,516
MODINE MANUFACTURING CO(MOD)551,403489,969-61,434119,495130,8321.17%+11,337
GENUINE PARTS CO(GPC)397,564448,830+51,26642,04252,9530.48%+10,911
VALMONT INDUSTRIES(VMI)57,99057,560-43023,17133,2470.30%+10,076
HEICO CORP(HEI)122,300122,300033,53543,5620.39%+10,027
SENSIENT TECHNOLOGIES CORP(SXT)309,036296,891-12,14526,71336,6040.33%+9,891
FRANKLIN ELECTRIC CO INC(FELE)256,624312,491+55,86723,65333,4960.30%+9,843
ENERGIZER HOLDINGS INC(ENR)2,060,4312,027,726-32,70533,83243,4740.39%+9,642
MICRON TECHNOLOGY INC(MU)08,148+8,14809,4050.08%+9,405
ROGERS CORP(ROG)191,264181,015-10,24920,52829,6380.27%+9,109
ATLANTA BRAVES HLDS C IN-C1,332,0631,268,288-63,77556,87965,8240.59%+8,945
CAVCO INDUSTRIES INC(CVCO)83,07479,844-3,23040,23249,0550.44%+8,823
M-TRON INDUSTRIES INC(MPTI)168,400201,280+32,88011,25819,9570.18%+8,699
MANCHESTER UNITED PLC-CL A
ORD CL A
1,104,7381,188,914+84,17618,58227,2620.24%+8,680
ELI LILLY & CO(LLY)26,33927,377+1,03824,22632,8370.29%+8,611
ADVANCED MICRO DEVICES(AMD)2,83315,223+12,3905768,8430.08%+8,267
GRAHAM CORP(GHM)243,907221,907-22,00019,24927,4700.25%+8,221
MUELLER INDUSTRIES INC(MLI)1,637,5101,542,150-95,360181,436189,5771.70%+8,140
COHEN & STEERS INC(CNS)303,095351,873+48,77818,95926,7920.24%+7,833
NEXSTAR MEDIA GROUP INC(NXST)72,068116,482+44,41413,03220,8030.19%+7,770
ALLIENT INC175,110175,110010,34718,0240.16%+7,677
FORTINET INC(FTNT)106,035106,03508,66516,2890.15%+7,624
CHEESECAKE FACTORY INC/THE(CAKE)307,500307,500016,83624,4590.22%+7,623
STANDEX INTERNATIONAL CORP(SXI)74,00874,008018,86226,4700.24%+7,609
MOOG INC-CLASS B(MOG-A)58,13757,837-30017,14524,7060.22%+7,561
LIVE NATION ENTERTAINMENT IN(LYV)244,416244,416037,27644,7550.40%+7,479
PARK AEROSPACE CORP(PKE)689,600689,600018,88126,3150.24%+7,434
HEWLETT PACKARD ENTERPRISE(HPE)399,624369,774-29,8509,51516,6810.15%+7,165
CURTISS-WRIGHT CORP(CW)125,447122,132-3,31585,44492,5470.83%+7,102
AZZ INC363,371338,991-24,38045,46952,5610.47%+7,092
AAR CORP227,165222,856-4,30924,86531,8530.29%+6,987
ADVANCE AUTO PARTS INC(AAP)760,222756,022-4,20040,10247,0400.42%+6,938
BROADCOM INC(AVGO)67,13273,355+6,22320,77827,7100.25%+6,932
ASTEC INDUSTRIES INC1,102,2861,077,885-24,40159,34765,9560.59%+6,609
MONRO INC(MNRO)2,517,9022,740,858+222,95640,38746,8960.42%+6,509
OCEANAGOLD CORP(OGC)0250,810+250,81006,2840.06%+6,284
HILTON WORLDWIDE HOLDINGS IN(HLT)018,992+18,99206,2760.06%+6,276
ARCOSA INC179,271173,151-6,12019,02825,1570.23%+6,129
ENTRAVISION COMMUNICATIONS-A(EVC)601,000597,000-4,0001,7857,7850.07%+6,000
DEERE & CO(DE)94,92493,565-1,35953,47159,3510.53%+5,880
BEL FUSE INC-CL A53,20053,000-2009,58715,4350.14%+5,849
IDEX CORP(IEX)156,724155,722-1,00229,70735,3410.32%+5,634
JM SMUCKER CO/THE(SJM)140,556169,186+28,63013,55519,0330.17%+5,478
OPENLANE INC(OPLN)452,000452,000013,17618,6400.17%+5,465
MISSION PRODUCE INC(AVO)0463,452+463,45205,4640.05%+5,464
EDGEWELL PERSONAL CARE CO(EPC)834,651862,916+28,26517,81123,1780.21%+5,366
DUPONT DE NEMOURS INC039,284+39,28405,3280.05%+5,328
TESLA INC(TSLA)51,09957,749+6,65018,99624,2890.22%+5,293
WALT DISNEY CO/THE(DIS)249,026301,612+52,58624,00129,0300.26%+5,029
JPMORGAN CHASE & CO(JPM)163,800162,491-1,30948,18353,1880.48%+5,005
CROWDSTRIKE HOLDINGS INC - A(CRWD)16,75315,001-1,7526,54111,4480.10%+4,907
MARCUS CORPORATION(MCS)912,505875,505-37,00015,66820,5390.18%+4,872
DIAGEO PLC-SPONSORED ADR(DEO)186,176232,126+45,95013,86118,6580.17%+4,797
WOODWARD INC(WWD)68,48068,480024,51029,1340.26%+4,624
NORTHERN TRUST CORP(NTRS)148,747146,020-2,72720,76125,3840.23%+4,623
ITT INC(ITT)233,562248,007+14,44544,50049,0460.44%+4,545
AMPCO-PITTSBURGH CORP2,491,9572,459,829-32,12816,74621,2780.19%+4,532
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GAMCO INVESTORS, INC. ET AL — 13F Holdings — Q2 2026 | TickerTrail