Event-Driven ValueAs of 2026-06-30
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.
$11.14BAUM
561Holdings
2026-06-30 Summary
5개 종목 신규 매수 (HON, HONA, MU 등) · 6개 종목 추가 매수 (VICI, OCFC, AMD 등) · 325개 비중 축소 · Top holding: MSGS 2.1%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준New Buy5
HONHONEYWELL INTERNATIONAL INC$25.35M0.2%
HONAHONEYWELL AEROSPACE INC$25.03M0.2%
MUMICRON TECHNOLOGY INC$9.41M<0.1%
OGCOCEANAGOLD CORP$6.28M<0.1%
HLTHILTON WORLDWIDE HOLDINGS IN$6.28M<0.1%
Holdings
561 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  MSGSMADISON SQUARE GARDEN SPORTS | 2.13% | 589,128 | $236.74M | +0.25% | Added |
| 2 |  CRCRANE CO | 1.96% | 978,953 | $218.38M | -1.95% | Partial Sell |
| 3 |  MLIMUELLER INDUSTRIES INC | 1.70% | 1,542,150 | $189.58M | -5.82% | Partial Sell |
| 4 |  GATXGATX CORP | 1.68% | 1,054,962 | $186.93M | -4.18% | Partial Sell |
| 5 |  WTSWATTS WATER TECHNOLOGIES-A | 1.40% | 399,032 | $156.20M | -1.25% | Partial Sell |
| 6 |  BNYBANK OF NEW YORK MELLON CORP | 1.27% | 976,858 | $141.26M | -6.35% | Partial Sell |
| 7 |  HRIHERC HOLDINGS INC | 1.26% | 976,739 | $140.01M | +0.37% | Added |
| 8 |  SPHRSPHERE ENTERTAINMENT CO | 1.19% | 765,913 | $132.53M | -3.63% | Partial Sell |
| 9 |  AMEAMETEK INC | 1.18% | 544,372 | $131.71M | -0.77% | Partial Sell |
| 10 |  AXPAMERICAN EXPRESS CO | 1.18% | 388,962 | $131.57M | -1.21% | Partial Sell |
FAQ
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