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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 5
增持 37
减持 99
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
—
CRANE CO
-$161.3M
0
-100%
减持
HRI
HERC HLDGS INC COM
-$150.0M
1,912,675
-1%
建仓
CXT
CRANE HOLDINGS CO
+$129.6M
1,479,915
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。
减持
—
GCP APPLIED TECHNOLOGIES INCCO
-$78.6M
815,397
-75%
清仓
—
FERRO CORP
-$59.1M
0
-100%
减持
GATX
GATX CORP
-$52.0M
1,603,298
-3%
减持
AXP
AMERICAN EXPRESS CO
-$44.1M
856,475
-2%
减持
—
CNH INDUSTRIAL NV
-$43.4M
9,831,392
-1%
减持
SONY
SONY GROUP CORPORATION ADR
-$38.9M
1,792,086
-1%
减持
—
CUTERA INC COM
-$37.4M
1,077,975
-4%
减持
SSP
SCRIPPS E W CO OHIO CL A
-$30.9M
3,674,133
-0%
减持
—
KAMAN CORP
-$28.5M
2,320,517
-0%
减持
SPHR
MADISON SQRE GD ENTERT
-$28.2M
899,912
-1%
减持
FCX
FREEPORT MCMORAN COPPER&GOLD
-$27.3M
1,320,527
-0%
减持
DE
DEERE & CO.
-$26.7M
221,577
-1%
减持
TV
GRUPO TELEVISA SA DE CV ADR (B
-$26.3M
7,416,689
-0%
建仓
WBD
WARNER BROS DISCOVERY INC SERI
+$25.9M
1,929,492
减持
TXT
TEXTRON INC
-$25.5M
1,856,026
-1%
增持
—
PARAMOUNT GLOBAL CL A
-$24.5M
1,947,382
+1%
清仓
—
DISCOVERY INC-A
-$24.3M
0
-100%
减持
STT
STATE STREET CORP
-$23.3M
915,436
-0%
减持
GFF
GRIFFON CORP COM
+$22.4M
3,402,920
-7%
增持
BHC
BAUSCH HEALTH COMPANIES INC CO
-$22.3M
1,608,432
+3%
增持
—
DISH NETWORK CORPORATION
-$21.5M
1,580,582
+0%
清仓
—
QUIDEL CORP COM
-$21.5M
0
-100%
减持
RHP
RYMAN HOSPITALITY PPTYS INC CO
-$21.5M
1,214,583
-1%
增持
DIS
DISNEY WALT PRODTNS
-$20.4M
512,887
+2%
减持
JOE
ST. JOE COMPANY
-$19.8M
982,200
-1%
减持
AME
AMETEK INC NEW COM
-$19.2M
761,112
-1%
减持
MSGS
MADISON SQUARE GARDEN SPORTS
-$19.0M
635,874
-1%
减持
—
DIEBOLD NIXDORF
-$18.9M
3,883,254
-6%
清仓
—
INTRICON CORP COM
-$18.9M
0
-100%
建仓
QDEL
QUIDELORTHO CORP
+$18.6M
191,454
减持
NPO
ENPRO INDS INC COM
-$18.2M
1,013,177
-2%
清仓
—
DISCOVERY INC-C
-$17.5M
0
-100%
增持
—
SINCLAIR BROADCAST GROUP INCCL
-$17.2M
2,535,830
+3%
减持
BNY
BANK OF NEW YORK MELLON CORP
-$17.1M
2,100,509
-0%
增持
—
DRIL QUIP INC.
-$15.9M
1,579,344
+4%
增持
—
ALLEGHANY CORP DEL
+$13.8M
23,578
+241%
增持
GOOG
ALPHABET CLASS C
-$13.3M
22,990
+1%
减持
WFC
WELLS FARGO & CO NEW
-$13.2M
1,388,989
-0%
减持
DAN
DANA HOLDING CORP COM
-$13.0M
3,589,004
-1%
减持
RES
RPC INC. COMMON
-$12.5M
3,201,583
-1%
减持
NEM
NEWMONT CORP
-$12.0M
587,174
-1%
减持
WTS
WATTS WATER TECHNOLOGIES
-$12.0M
630,528
-2%
减持
GGG
GRACO INC COM
-$11.9M
1,097,230
-1%
增持
BAC
BANK OF AMERICA
-$11.9M
1,191,486
+0%
减持
TRN
TRINITY INDS INC
-$11.6M
1,064,095
-2%
减持
FLS
FLOWSERVE CORP COM
-$11.6M
1,550,467
-1%
增持
TWIN
TWIN DISC INC COM
-$11.5M
1,524,710
+0%
减持
DEO
DIAGEO PLC SPONSORED ADR (B:DE
-$11.2M
352,282
-1%
减持
ROK
ROCKWELL INTL CORP NEW COM
-$10.6M
131,376
-0%
减持
LYV
LIVE NATION INC
-$10.6M
276,622
-3%
减持
BYD
BOYD GAMING CORP
-$10.4M
638,258
-1%
增持
—
JOHNSON CONTROLS INTERNATION
-$10.4M
592,882
+0%
减持
CVCO
CAVCO INDUSTRIES
-$10.3M
224,895
-0%
减持
—
INTERPUBLIC GROUP COS INC
-$10.2M
1,248,384
-1%
减持
JPM
J.P. MORGAN CHASE & CO
-$9.8M
405,462
-0%
减持
MSFT
MICROSOFT CORP
-$9.7M
143,766
-5%
减持
—
DUPONT DE NEMOURS INC COM
-$9.6M
518,651
-1%
增持
—
CIRCOR INTL INC COM
-$9.6M
1,143,584
+8%
增持
AMZN
AMAZON.COM INC
-$9.5M
135,265
+1746%
减持
CNS
COHEN & STEERS INC COM
-$9.1M
393,233
-1%
减持
NVDA
NVIDIA CORP COM
-$8.8M
64,628
-5%
清仓
INVH
INVITATION HOMES INC COM
-$8.7M
0
-100%
减持
MGM
MGM RESORTS INTERNATIONAL
-$8.7M
658,782
-0%
减持
HON
HONEYWELL INT'L INC
-$8.4M
349,793
-2%
增持
CVS
CVS HEALTH CORP
+$8.3M
360,626
+45%
减持
AAPL
APPLE INC
-$8.2M
205,148
-1%
增持
CMCSA
COMCAST CORP NEW COM CL A
-$8.2M
1,082,420
+0%
减持
—
LIBERTY SIRIUSXM GROUP
-$8.0M
586,695
-8%
增持
HAIN
HAIN CELESTIAL GROUP INC
-$7.9M
776,245
+1%
减持
CAG
CONAGRA BRANDS INC
-$7.9M
710,098
-26%
增持
TSAT
TELESAT CORP
-$7.8M
1,533,068
+2%
增持
—
PARAMOUNT GLOBAL CL B
-$7.7M
692,422
+6%
减持
—
INDUS REALTY TRUST INC
-$7.5M
478,972
-2%
减持
LEN/B
LENNAR B SHARES
-$7.4M
716,699
-1%
增持
TNC
TENNANT CO
-$7.2M
433,325
+4%
增持
JNJ
JOHNSON & JOHNSON
+$7.2M
137,544
+41%
减持
ENR
ENERGIZER HLDGS INC NEW
-$7.0M
1,354,898
-8%
减持
CCO
CLEAR CHANNEL OUTDOOR HLDG
-$7.0M
2,756,110
-4%
减持
TYL
TYLER TECHNOLOGIES INC COM
-$6.6M
55,145
-2%
减持
PNC
PNC FINANCIAL CORP
-$6.4M
201,645
-3%
减持
—
LIBERTY GLOBAL PLC SHS CL C
-$6.4M
1,582,238
-1%
增持
HST
HOST HOTELS & RESORTS INC
+$6.4M
488,974
+632%
清仓
—
SPX FLOW INC COM
-$6.2M
0
-100%
增持
WBS
WEBSTER FINL CORP WATERBURY CO
-$6.1M
439,420
+0%
减持
XYL
XYLEM INC
-$6.0M
688,645
-2%
减持
LBRDK
LIBERTY BROADBAND CORP SERIES
-$6.0M
252,586
-3%
增持
HAL
HALLIBURTON COMPANY
-$5.9M
1,098,214
+3%
减持
CHDN
CHURCHILL DOWNS INC COM
-$5.8M
178,754
-1%
增持
—
AEROJET ROCKETDYNE HOLDINGS
+$5.7M
2,769,860
+2%
增持
ZBH
ZIMMER BIOMET HLDG
-$5.6M
316,368
+4%
减持
TDS
TELEPHONE & DATA SYS
-$5.6M
1,717,211
-1%
减持
NTRS
NORTHERN TRUST CORP
-$5.6M
265,655
-1%
建仓
OXY
OCCIDENTAL PETE CORP
+$5.5M
93,890
减持
—
QURATE RETAIL GROUP INC
-$5.5M
776,441
-52%
减持
AMCX
AMC NETWORKS INC CL A
-$5.4M
442,704
-2%
减持
ORLY
O'REILLY AUTOMOTIVE INC NEW CO
-$5.3M
74,920
-3%
减持
IMKTA
INGLES MKTS INC CL A
-$5.3M
676,715
-6%
增持
—
MANNING & NAPIER INC
+$5.3M
641,500
+114%
增持
GM
GENERAL MTRS CO COM
-$5.3M
451,112
+1%
增持
TDOC
TELADOC INC COM
-$5.3M
143,661
+3%
减持
ADM
ARCHER DANIELS MIDLAND
-$5.3M
380,205
-1%
减持
—
LIBERTY SIRIUS GROUP C
-$5.2M
466,897
-3%
减持
NFG
NATIONAL FUEL GAS CO N J COM
-$5.2M
1,192,213
-2%
增持
—
JANUS HENDERSON GROUP PLC
-$5.1M
544,649
+6%
减持
REZI
RESIDEO TECHNOLOGIES INC
-$5.1M
1,137,913
-0%
增持
COP
CONOCOPHILLIPS COM
+$5.1M
61,669
+1185%
减持
AP
AMPCO PITTSBURGH CORP
-$5.0M
2,015,182
-1%
减持
FOX
FOX CORP CL B
-$5.0M
706,468
-1%
减持
CW
CURTISS WRIGHT CORP
-$5.0M
221,040
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$4.9M
57,525
-2%
减持
PAG
PENSKE AUTOMOTIVE GRP INC COM
+$4.9M
480,603
-1%
减持
MLI
MUELLER INDS INC COM
-$4.9M
3,042,619
-1%
减持
—
SHYFT GROUP INC COM
-$4.9M
276,000
-0%
减持
MWA
MUELLER WATER PRODUCTS INC
-$4.8M
3,760,109
-1%
增持
BX
BLACKSTONE GROUP LP/THE
-$4.8M
139,165
+1%
增持
TG
TREDEGAR INDS INC
-$4.8M
3,350,012
+5%
减持
AZZ
AZZ INC COM
-$4.8M
616,536
-1%
减持
KKR
KKR & CO INC CL A
-$4.8M
381,185
-1%
建仓
GABF
GABELLI FIN SRVCS OPP ETF
+$4.8M
201,550
减持
AN
AUTONATION INC
+$4.7M
568,830
-4%
减持
MOD
MODINE MFG CO
+$4.7M
3,228,415
-1%
减持
MATW
MATTHEWS INTL CORP CL A
-$4.7M
1,137,850
-1%
减持
POST
POST HOLDINGS INC
+$4.5M
351,140
-0%
减持
IFF
INTL FLAVORS & FRAGRANCES
-$4.3M
309,197
-1%
减持
EPC
EDGEWELL PERS CARE CO
-$4.3M
1,772,414
-1%
减持
FBIN
FORTUNE BRANDS HOME & SECURITY
-$4.3M
281,613
-1%
减持
TXN
TEXAS INSTRUMENTS INC
-$4.3M
86,507
-10%
增持
—
LIBERTY BRAVES GROUP C
-$4.2M
1,443,378
+4%
减持
WCN
WASTE CONNECTIONS INC
-$4.1M
250,539
-1%
减持
PPLI
IAC INTERACTIVECORP NEW COM NE
-$4.1M
153,063
-3%
减持
FMC
FMC CORP COM NEW
-$4.1M
110,186
-9%
减持
RCI
ROGERS COMMUNICATIONS CL B
-$4.0M
420,590
-1%
减持
SWX
SOUTHWEST GAS CORP
+$3.9M
683,889
-4%
增持
GRC
GORMAN RUPP CO
-$3.9M
513,288
+0%
减持
HSIC
SCHEIN HENRY INC COM
-$3.8M
337,665
-1%
减持
FOXA
FOX CORP CL A
-$3.7M
493,425
-1%
清仓
KLAC
KLA TENCOR CORP
-$3.7M
0
-100%
减持
RSG
REPUBLIC SVCS INC CL A
-$3.7M
805,635
-2%
增持
NEE
NEXTERA ENERGY INC COM
+$3.6M
183,421
+47%
增持
SPGI
S&P GLOBAL INC COM
-$3.6M
68,150
+5%
增持
SMG
THE SCOTTS MIRACLE GRO CO
-$3.6M
120,064
+13%
减持
ACA
ARCOSA INC COM
-$3.5M
301,479
-1%
减持
—
BUNGE LIMITED COM
-$3.4M
93,057
-13%
减持
MTRN
MATERION CORPORATION
-$3.4M
282,150
-0%
减持
MS
MORGAN STANLEY
-$3.4M
261,197
-2%
减持
—
STERIS PLC
-$3.4M
86,386
-1%
减持
GIS
GENERAL MILLS INC
+$3.4M
569,483
-3%