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Portfolio (Quarterly) Guide ↗

GABELLI & Co INVESTMENT ADVISERS, INC.

· CIK 0000932724
13F Portfolio $666M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 279 New
Page 12 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HP ENTERPRISE CO 7.625 09/01/27 CVT 3,025.0 $202K 0.03% NEW $66.69
222 CLX CLOROX COMPANY Consumer Defensive 2,000.0 $202K 0.03% NEW $100.83 -10.2%
223 LOPP GABELLI LOVE OUR PLANET & PE 6,100.0 $202K 0.03% NEW $33.05 +11.3%
224 CWB SS SPDR BB CONV SEC ETF 2,250.0 $201K 0.03% NEW $89.20 +15.3%
225 LIONSGATE STUDIOS HOLDING CO 20,925.0 $191K 0.03% NEW $9.13
226 WHG WESTWOOD HOLDINGS GROUP INC Financial Services 10,500.0 $181K 0.03% NEW $17.21 -8.1%
227 GEN DIGITAL INC - CVR 38,300.0 $173K 0.03% NEW $4.52
228 OCULIS HOLDING AG -30 18,600.0 $159K 0.02% NEW $8.56
229 CAEP CANTOR EQUITY PARTNERS III-A Financial Services 13,800.0 $141K 0.02% NEW $10.20 +47.1%
230 ARLO ARLO TECHNOLOGIES INC Industrials 10,000.0 $140K 0.02% NEW $13.99 -6.9%
231 TRAILBLAZER ACQUISITION CORP 13,400.0 $137K 0.02% NEW $10.25
232 FCRS FUTURECREST ACQUISITION CORP Financial Services 13,100.0 $134K 0.02% NEW $10.24 -0.2%
233 CCO CLEAR CHANNEL OUTDOOR HOLDIN Communication Services 55,000.0 $122K 0.02% NEW $2.21 +8.4%
234 NABL N-ABLE INC Technology 15,500.0 $116K 0.02% NEW $7.48 -49.4%
235 WEN WENDY'S CO/THE Consumer Cyclical 13,000.0 $108K 0.02% NEW $8.33 -6.2%
236 SOULPOWER ACQUISITION CORP 572,100.0 $100K 0.01% NEW $0.18
237 GNT GAMCO NATURAL RESOURCES GOLD Financial Services 13,205.0 $98K 0.01% NEW $7.45 +6.0%
238 CARTESIAN GROWTH CORP III - WARRANTS 121,800.0 $96K 0.01% NEW $0.79
239 JACKSON ACQUISITION CO II - RIGHTS 372,400.0 $93K 0.01% NEW $0.25
240 GSR IV ACQUISITION CORP-RTS 38,557.0 $92K 0.01% NEW $2.38
Page 12 of 14  ·  279 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.0%
Communication Services 23.3%
Industrials 15.9%
Technology 11.6%
Healthcare 5.4%
Consumer Defensive 5.2%
Consumer Cyclical 4.6%
Real Estate 2.4%
Energy 1.2%
Utilities 0.2%