Event-Driven ValueAs of 2025-12-31
Mario Gabelli
GAMCO Investors Inc
Founder of GAMCO. A master of event-driven value strategy who pioneered the 'Private Market Value (PMV)' analysis method for identifying corporate acquisition opportunities.
$10.40BAUM
617Holdings
2025-12-31 Summary
4개 종목 신규 매수 (ALEX, WHG, GGTL 등) · 6개 종목 추가 매수 (OMC, GABF, SGOV 등) · 325개 비중 축소 · Top holding: MLI 2.1%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준New Buy4
ALEXALEXANDER & BALDWIN INC$10.60M0.1%
WHGWESTWOOD HOLDINGS GROUP INC$7.64M<0.1%
GGTLGABELLI GLOBAL TECHNOLOGY LE$6.05M<0.1%
LLYVKLIBERTY LIVE HOLDINGS-C$5.63M<0.1%
Holdings
617 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  MLIMUELLER INDUSTRIES INC | 2.17% | 1,867,244 | $214.36M | -14.89% | Partial Sell |
| 2 |  GATXGATX CORP | 2.06% | 1,197,637 | $203.12M | -2.36% | Partial Sell |
| 3 |  CRCRANE CO | 1.99% | 1,065,022 | $196.42M | -3.14% | Partial Sell |
| 4 |  MSGSMADISON SQUARE GARDEN SPORTS | 1.61% | 613,391 | $158.65M | +1.13% | Added |
| 5 |  HRIHERC HOLDINGS INC | 1.60% | 1,066,722 | $158.28M | -3.13% | Partial Sell |
| 6 |  AXPAMERICAN EXPRESS CO | 1.58% | 422,221 | $156.20M | -5.61% | Partial Sell |
| 7 |  BKBANK OF NEW YORK MELLON CORP | 1.43% | 1,214,848 | $141.03M | -6.98% | Partial Sell |
| 8 |  SONYSONY GROUP CORP - SP ADR | 1.29% | 4,975,032 | $127.36M | -4.67% | Partial Sell |
| 9 |  AMEAMETEK INC | 1.26% | 606,859 | $124.59M | -2.55% | Partial Sell |
| 10 |  TXTTEXTRON INC | 1.22% | 1,380,822 | $120.37M | -0.66% | Partial Sell |
FAQ
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