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Portfolio (Quarterly) Guide ↗

GABELLI & Co INVESTMENT ADVISERS, INC.

· CIK 0000932724
13F Portfolio $674.1B AUM 297 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 39 Added 27 Reduced 59 Exited
Page 12 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ICHR ICHOR HOLDINGS LTD Technology 4,700.0 $219K 0.03% NEW $46.61 +57.2%
222 VMC VULCAN MATERIALS CO Basic Materials 800.0 $218K 0.03% $272.30 -1.6%
223 MX MAGNACHIP SEMICONDUCTOR CORP Technology 77,475.0 $217K 0.03% -36K -31.9% $2.80 +45.4%
224 WDC WESTERN DIGITAL CORP Technology 800.0 $216K 0.03% NEW $270.49 +78.2%
225 BRIGHTSPRING HEALTH SERV 6.750 02/01/27 CVT 1,500.0 $213K 0.03% NEW $142.04
226 BTSG BRIGHTSPRING HEALTH SERVICES Healthcare 5,000.0 $213K 0.03% NEW $42.61 +31.8%
227 OUTFRONT MEDIA INC 8,000.0 $212K 0.03% -463.0 -5.5% $26.50
228 LOPP GABELLI LOVE OUR PLANET & PE 6,100.0 $212K 0.03% $34.67 +6.1%
229 F FORD MOTOR CO Consumer Cyclical 18,000.0 $208K 0.03% $11.54 +16.1%
230 CLX CLOROX COMPANY Consumer Defensive 2,000.0 $207K 0.03% $103.63 -10.4%
231 CWB SS SPDR BB CONV SEC ETF 2,250.0 $206K 0.03% $91.52 +12.4%
232 GOOGL ALPHABET INC-CL A Communication Services 715.0 $206K 0.03% -15.0 -2.0% $287.56 +38.0%
233 LIONSGATE STUDIOS HOLDING CO 20,770.0 $199K 0.03% -155.0 -0.7% $9.59
234 WHG WESTWOOD HOLDINGS GROUP INC Financial Services 11,192.0 $184K 0.03% +692.0 +6.6% $16.47 -2.7%
235 KD KYNDRYL HOLDINGS INC Technology 12,600.0 $165K 0.03% $13.12 -13.7%
236 CAEP CANTOR EQUITY PARTNERS III-A Financial Services 13,800.0 $142K 0.02% $10.31 +45.5%
237 TRAILBLAZER ACQUISITION CORP 13,400.0 $136K 0.02% $10.16
238 FUTURECREST ACQUISITION-CL A 13,100.0 $132K 0.02% NEW $10.06
239 TME TENCENT MUSIC ENTERTAINM-ADR Communication Services 14,000.0 $130K 0.02% $9.28 -8.7%
240 EAGLE NUCLEAR ENERGY CORP 14,805.0 $114K 0.02% NEW $7.68
Page 12 of 15  ·  297 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 22.5%
Healthcare 21.6%
Communication Services 19.0%
Technology 12.2%
Industrials 10.1%
Consumer Cyclical 5.3%
Consumer Defensive 4.3%
Real Estate 2.6%
Utilities 1.5%
Energy 0.9%