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GAMCO INVESTORS, INC. ET AL 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GAMCO INVESTORS, INC. ET AL
报告期 2026-03-31 · CIK 0000807249
持仓数
1,007
前50大市值合计
$4.15B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 5
增持 36
减持 101
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SONY
SONY GROUP CORPORATION ADR
-$48.0M
1,805,691
-2%
减持
WTS
WATTS WATER TECHNOLOGIES
-$37.5M
640,910
-2%
增持
—
CNH INDUSTRIAL NV
-$35.3M
9,923,258
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
DRIL QUIP INC.
+$33.6M
1,517,394
+29%
减持
GFF
GRIFFON CORP COM
-$31.2M
3,644,793
-0%
增持
HAL
HALLIBURTON COMPANY
+$30.2M
1,064,914
+140%
减持
—
CUTERA INC COM
+$30.0M
1,127,225
-3%
减持
GATX
GATX CORP
+$27.3M
1,646,003
-2%
清仓
—
STERLING BANCORP/DE
-$25.9M
0
-100%
减持
XYL
XYLEM INC
-$25.8M
702,321
-2%
建仓
WBS
WEBSTER FINL CORP WATERBURY CO
+$24.6M
439,128
增持
ASTE
ASTEC INDS INC COM
-$23.5M
977,480
+3%
减持
ENR
ENERGIZER HLDGS INC NEW
-$22.2M
1,477,518
-12%
减持
LEN/B
LENNAR B SHARES
-$21.5M
724,458
-2%
增持
TV
GRUPO TELEVISA SA DE CV ADR (B
+$20.5M
7,430,303
+5%
清仓
—
IHS MARKIT LTD SHS
-$20.0M
0
-100%
减持
BNY
BANK OF NEW YORK MELLON CORP
-$19.9M
2,109,059
-2%
减持
RES
RPC INC. COMMON
+$19.7M
3,247,999
-2%
减持
CVCO
CAVCO INDUSTRIES
-$19.1M
225,655
-2%
减持
—
FERRO CORP
-$17.4M
2,717,069
-22%
减持
MLI
MUELLER INDS INC COM
-$17.0M
3,083,350
-1%
增持
—
PARAMOUNT GLOBAL CL B
+$16.9M
654,388
+152%
减持
NPO
ENPRO INDS INC COM
-$16.7M
1,035,575
-3%
减持
—
GCP APPLIED TECHNOLOGIES INCCO
-$16.6M
3,314,145
-13%
增持
EPC
EDGEWELL PERS CARE CO
-$16.1M
1,786,579
+0%
减持
PYPL
PAYPAL HLDGS INC COM
-$15.9M
49,960
-57%
减持
POST
POST HOLDINGS INC
-$15.9M
352,255
-1%
增持
SPGI
S&P GLOBAL INC COM
+$14.9M
64,776
+162%
增持
—
PARAMOUNT GLOBAL CL A
+$14.5M
1,920,787
+2%
减持
DE
DEERE & CO.
+$14.2M
223,935
-3%
减持
AXP
AMERICAN EXPRESS CO
+$14.1M
870,490
-4%
减持
AME
AMETEK INC NEW COM
-$14.1M
772,412
-3%
减持
GGG
GRACO INC COM
-$13.5M
1,105,645
-2%
减持
—
MASIMO CORP COM
-$13.2M
85,000
-3%
减持
GPC
GENUINE PARTS CO
-$11.9M
742,878
-1%
增持
DAN
DANA HOLDING CORP COM
-$11.8M
3,611,655
+10%
减持
SPHR
MADISON SQRE GD ENTERT
+$11.6M
907,396
-0%
减持
—
JOHNSON CONTROLS INTERNATION
-$11.1M
592,127
-4%
减持
IEX
IDEX CORP
-$11.1M
224,683
-2%
减持
DIS
DISNEY WALT PRODTNS
-$10.8M
501,831
-2%
增持
—
CRANE CO
+$10.8M
1,489,711
+1%
减持
JPM
J.P. MORGAN CHASE & CO
-$10.7M
407,073
-3%
增持
TSAT
TELESAT CORP
-$10.6M
1,509,120
+22%
建仓
PAR
PAR TECHNOLOGY CORP COM
+$10.6M
262,853
减持
AN
AUTONATION INC
-$10.5M
590,952
-0%
减持
FBIN
FORTUNE BRANDS HOME & SECURITY
-$10.1M
285,013
-3%
建仓
BRBR
BELLRING DISTR LLC COMMON STOC
+$9.9M
430,733
减持
TXT
TEXTRON INC
-$9.8M
1,866,222
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$9.7M
24,915
-32%
减持
NEM
NEWMONT CORP
+$9.7M
592,594
-2%
减持
ROK
ROCKWELL INTL CORP NEW COM
-$9.6M
131,531
-1%
减持
BYD
BOYD GAMING CORP
-$9.4M
641,558
-18%
减持
RSG
REPUBLIC SVCS INC CL A
-$9.0M
823,335
-3%
减持
FCX
FREEPORT MCMORAN COPPER&GOLD
+$9.0M
1,325,952
-3%
增持
TWIN
TWIN DISC INC COM
+$8.9M
1,523,885
+1%
减持
BDX
BECTON DICKINSON & CO COM
-$8.8M
12,695
-74%
增持
FLS
FLOWSERVE CORP COM
+$8.6M
1,559,199
+1%
减持
FUL
FULLER H B CO COM
-$8.4M
478,865
-3%
减持
LBRDK
LIBERTY BROADBAND CORP SERIES
-$8.3M
260,293
-4%
减持
DEO
DIAGEO PLC SPONSORED ADR (B:DE
-$8.2M
357,069
-3%
增持
—
DIEBOLD NIXDORF
-$8.2M
4,123,104
+4%
减持
HD
HOME DEPOT INC
-$8.1M
61,288
-4%
减持
ADM
ARCHER DANIELS MIDLAND
+$7.9M
385,105
-3%
增持
—
AEROJET ROCKETDYNE HOLDINGS
-$7.7M
2,712,008
+11%
减持
SXT
SENSIENT TECHNOLOGIES CORP
-$7.6M
413,557
-2%
减持
PAG
PENSKE AUTOMOTIVE GRP INC COM
-$7.6M
484,364
-2%
增持
ITT
ITT INC COM
-$7.5M
346,238
+6%
减持
CHDN
CHURCHILL DOWNS INC COM
-$7.4M
180,368
-8%
增持
—
INTRICON CORP COM
+$7.3M
791,951
+10%
减持
GM
GENERAL MTRS CO COM
-$7.1M
448,079
-1%
减持
IFF
INTL FLAVORS & FRAGRANCES
-$6.8M
313,501
-1%
减持
JOE
ST. JOE COMPANY
+$6.7M
990,600
-1%
减持
ECL
ECOLAB INC
-$6.6M
97,727
-4%
减持
HAIN
HAIN CELESTIAL GROUP INC
-$6.6M
766,517
-1%
减持
META
META PLATFORMS INC
-$6.5M
46,650
-7%
减持
PNC
PNC FINANCIAL CORP
-$6.4M
207,110
-7%
减持
STT
STATE STREET CORP
-$6.4M
915,736
-1%
增持
—
LIBERTY BRAVES GROUP A
+$6.2M
2,234,496
+11%
减持
HRI
HERC HLDGS INC COM
+$6.2M
1,929,638
-4%
减持
HON
HONEYWELL INT'L INC
-$6.2M
355,651
-2%
减持
FSS
FEDERAL SIGNAL CORP COM
-$6.1M
584,610
-2%
减持
TYL
TYLER TECHNOLOGIES INC COM
-$6.0M
56,145
-3%
减持
MWA
MUELLER WATER PRODUCTS INC
-$6.0M
3,788,412
-1%
减持
—
QURATE RETAIL GROUP INC
-$5.7M
1,614,361
-8%
减持
ATI
ALLEGHENY TECHNOLOGIES INC COM
+$5.5M
534,500
-4%
增持
MYE
MYERS INDS INC
+$5.5M
3,265,563
+0%
清仓
—
CYRUSONE INC
-$5.5M
0
-100%
减持
—
INDUS REALTY TRUST INC
-$5.4M
491,172
-4%
减持
BIO
BIO RAD LABS INC CL A
-$5.3M
27,360
-0%
清仓
ZNTL
ZENTALIS PHARMACEUTICALS INCCO
-$5.3M
0
-100%
清仓
—
STATE AUTO FINL CORP COM
-$5.3M
0
-100%
清仓
—
ATLANTIC CAP BANCSHARES INC CO
-$5.3M
0
-100%
增持
—
LIBERTY BRAVES GROUP C
+$5.1M
1,392,647
+16%
增持
—
IAA SPINCO INC COM
-$5.1M
441,650
+2%
减持
MS
MORGAN STANLEY
-$5.0M
266,082
-7%
减持
ZTS
ZOETIS INC
-$4.9M
73,806
-4%
减持
MSFT
MICROSOFT CORP
-$4.9M
151,153
-1%
减持
TRMB
TRIMBLE NAV LTD COM
-$4.9M
17,570
-75%
增持
FLWS
1 800 FLOWERS COM INC CL A
-$4.8M
672,900
+17%
增持
PKOH
PARK OHIO HLDGS CORP COM
-$4.8M
922,160
+10%
减持
SWX
SOUTHWEST GAS CORP
+$4.7M
711,011
-2%
减持
SSP
SCRIPPS E W CO OHIO CL A
+$4.7M
3,692,083
-1%
减持
NXST
NEXSTAR MEDIA GROUP INC
+$4.6M
130,141
-1%
建仓
GGTL
GABELLI ETFS TRUST GABELLI ASS
+$4.6M
203,200
减持
GRC
GORMAN RUPP CO
-$4.5M
512,788
-0%
减持
VVV
VALVOLINE INC COM
-$4.5M
677,707
-2%
减持
MDLZ
MONDELEZ INTERNATIONAL
-$4.5M
997,058
-1%
减持
RUSHB
RUSH ENTERPRISES INC CL B
-$4.4M
771,450
-0%
减持
CMCSA
COMCAST CORP NEW COM CL A
-$4.4M
1,082,068
-1%
增持
ZBH
ZIMMER BIOMET HLDG
+$4.3M
303,713
+12%
增持
MSGS
MADISON SQUARE GARDEN SPORTS
+$4.3M
641,507
+1%
增持
—
SOUTH ST CORP COM
+$4.2M
64,089
+413%
减持
—
LIBERTY GLOBAL PLC SHS CL C
-$4.2M
1,595,024
-2%
减持
TRN
TRINITY INDS INC
+$4.1M
1,088,395
-1%
清仓
—
MCAFEE CORP - CLASS A
-$4.0M
0
-100%
减持
—
DUPONT DE NEMOURS INC COM
-$4.0M
522,626
-1%
减持
—
SHYFT GROUP INC COM
-$4.0M
277,000
-3%
减持
BAC
BANK OF AMERICA
-$3.9M
1,187,997
-0%
减持
NFG
NATIONAL FUEL GAS CO N J COM
+$3.9M
1,221,479
-2%
增持
—
ALLEGHANY CORP DEL
+$3.9M
6,910
+130%
减持
—
SINCLAIR BROADCAST GROUP INCCL
+$3.8M
2,458,412
-0%
清仓
—
MAGELLAN HEALTH SVCS INC COM N
-$3.8M
0
-100%
减持
WM
WASTE MGMT INC DEL COM
-$3.8M
276,360
-3%
减持
MGM
MGM RESORTS INTERNATIONAL
-$3.7M
661,243
-6%
增持
TGNA
TEGNA INC COM
+$3.7M
525,469
+20%
减持
RCI
ROGERS COMMUNICATIONS CL B
+$3.6M
425,090
-1%
增持
—
QUIDEL CORP COM
-$3.6M
191,517
+3%
增持
—
TENNECO INC
+$3.5M
473,173
+4%
减持
—
LIBERTY SIRIUSXM GROUP
-$3.5M
636,754
-1%
建仓
—
HEARTLAND MEDIA ACQUISITIO-A
+$3.5M
352,700
减持
LFUS
LITTELFUSE INC
-$3.4M
46,000
-3%
减持
DCI
DONALDSON INC
-$3.4M
444,610
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$3.4M
58,445
+1%
减持
NFLX
NETFLIX COM INC COM
-$3.3M
14,531
-0%
减持
ASH
ASHLAND GLOBAL HLDGS INC COM
-$3.3M
96,192
-19%
减持
OTTR
OTTER TAIL CORPORATION COM
-$3.3M
355,100
-1%
减持
CNS
COHEN & STEERS INC COM
-$3.3M
396,582
-2%
减持
AMZN
AMAZON.COM INC
-$3.2M
7,326
-10%
减持
—
INTERPUBLIC GROUP COS INC
-$3.2M
1,255,784
-1%
减持
HSIC
SCHEIN HENRY INC COM
+$3.0M
340,997
-1%
减持
—
WIDEOPENWEST INC COM
-$3.0M
710,236
-1%
增持
FELE
FRANKLIN ELEC INC
-$3.0M
261,284
+0%
减持
—
PRIMO WATER CORP
-$3.0M
865,562
-0%
减持
REZI
RESIDEO TECHNOLOGIES INC
-$2.9M
1,142,640
-1%
增持
DCO
DUCOMMUN INC DEL COM
+$2.9M
357,176
+6%
减持
LHX
L3HARRIS TECH INC
+$2.9M
92,415
-2%
增持
SMG
THE SCOTTS MIRACLE GRO CO
-$2.9M
106,224
+7%
减持
LYV
LIVE NATION INC
-$2.9M
284,222
-6%
增持
SLB
SCHLUMBERGER
+$2.9M
93,675
+176%
减持
AIR
AAR CORP COM
+$2.8M
305,360
-0%