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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 8
增持 50
减持 80
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
CR
CRANE CO
+$120.0M
1,346,069
减持
CXT
CRANE NXT CO
-$94.6M
1,061,961
-22%
清仓
—
SINCLAIR BROADCAST GROUP -A
-$49.9M
0
-100%
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。
建仓
SBGI
SINCLAIR INC
+$47.4M
3,432,873
减持
HRI
HERC HOLDINGS INC
+$37.9M
1,677,055
-0%
建仓
MSGE
MADISON SQUARE GARDEN ENTERT
+$29.6M
880,911
清仓
—
INDUS REALTY TRUST INC
-$29.5M
0
-100%
增持
SPHR
SPHERE ENTERTAINMENT CO
-$27.6M
908,406
+2%
减持
—
CIRCOR INTERNATIONAL INC
+$26.8M
1,222,563
-10%
减持
MOD
MODINE MANUFACTURING CO
+$25.8M
2,776,857
-3%
减持
GATX
GATX CORP
+$23.5M
1,478,929
-2%
减持
VVV
VALVOLINE INC
-$23.4M
170,737
-80%
减持
NPO
ENPRO INDUSTRIES INC
+$21.2M
828,795
-4%
增持
—
LIBERTY BRAVES A
+$17.7M
2,567,013
+2%
减持
—
AEROJET ROCKETDYNE HOLDINGS
-$15.1M
2,426,153
-8%
减持
GFF
GRIFFON CORP
+$13.3M
1,727,769
-2%
减持
LEN/B
LENNAR CORP - B SHS
+$13.0M
637,224
-4%
减持
AN
AUTONATION INC
+$12.3M
456,917
-2%
减持
MLI
MUELLER INDUSTRIES INC
+$11.7M
2,046,068
-10%
减持
CVCO
CAVCO INDUSTRIES INC
-$11.2M
189,527
-10%
减持
PAG
PENSKE AUTOMOTIVE GROUP INC
+$10.6M
450,400
-1%
减持
AME
AMETEK INC
+$10.6M
713,094
-1%
减持
CTS
CTS CORP
-$9.9M
1,397,163
-0%
减持
GGG
GRACO INC
+$9.6M
919,390
-4%
增持
—
CUTERA INC
-$9.3M
1,137,606
+1%
减持
ROL
ROLLINS INC
+$9.3M
2,091,041
-2%
清仓
—
RITCHIE BROS AUCTIONEERS
-$9.2M
0
-100%
减持
—
CNH INDUSTRIAL NV
-$8.9M
9,036,035
-1%
减持
RSG
REPUBLIC SERVICES INC
+$8.8M
662,492
-3%
增持
TGNA
TEGNA INC
+$8.6M
1,631,638
+55%
增持
—
DRIL-QUIP INC
-$8.5M
1,955,043
+4%
减持
—
PERRIGO CO PLC
-$7.7M
639,883
-22%
增持
—
PARAMOUNT GLOBAL-CLASS A
-$7.7M
2,634,414
+20%
清仓
—
OAK STREET HEALTH INC
-$7.6M
0
-100%
清仓
—
TRAVELCENTERS OF AMERICA INC
-$7.5M
0
-100%
减持
CVS
CVS HEALTH CORP
-$7.5M
217,946
-28%
增持
PKOH
PARK-OHIO HOLDINGS CORP
+$7.0M
948,427
+4%
减持
ODC
OIL-DRI CORP OF AMERICA
+$6.9M
449,906
-5%
清仓
—
CARDIOVASCULAR SYSTEMS INC
-$6.8M
0
-100%
减持
MWA
MUELLER WATER PRODUCTS INC-A
+$6.8M
3,207,756
-1%
增持
DAN
DANA INC
+$6.7M
3,366,137
+0%
减持
MSFT
MICROSOFT CORP
+$6.5M
136,190
-1%
减持
MATW
MATTHEWS INTL CORP-CLASS A
+$6.5M
1,077,641
-1%
减持
JOE
ST JOE CO/THE
+$6.5M
970,200
-0%
增持
TG
TREDEGAR CORP
-$6.3M
4,116,208
+11%
减持
—
LIBERTY BRAVES C
+$6.3M
1,333,245
-3%
减持
CPB
CAMPBELL SOUP CO
-$6.1M
310,641
-16%
减持
RUSHB
RUSH ENTERPRISES INC - CL B
+$6.0M
760,850
-1%
增持
NFG
NATIONAL FUEL GAS CO
-$5.9M
1,180,309
+2%
建仓
RBA
RB GLOBAL INC
+$5.7M
95,078
增持
GTX
GARRETT MOTION INC
+$5.7M
1,794,189
+74%
减持
TNC
TENNANT CO
+$5.5M
499,550
-2%
增持
MYE
MYERS INDUSTRIES INC
-$5.5M
3,166,279
+1%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$5.5M
261,572
-0%
减持
TXNM
PNM RESOURCES INC
-$5.4M
768,264
-7%
减持
GIS
GENERAL MILLS INC
-$5.4M
467,616
-3%
减持
WFC
WELLS FARGO & CO
+$5.4M
1,156,389
-2%
减持
CAG
CONAGRA BRANDS INC
-$5.2M
60,175
-69%
减持
—
DISH NETWORK CORP-A
-$5.1M
1,630,078
-4%
减持
HY
HYSTER-YALE MATERIALS
+$5.0M
1,034,390
-2%
增持
FLS
FLOWSERVE CORP
+$4.9M
1,539,218
+0%
减持
GOOG
ALPHABET INC-CL C
+$4.9M
347,041
-3%
减持
IEX
IDEX CORP
-$4.8M
201,518
-3%
减持
MSGS
MADISON SQUARE GARDEN SPORTS
-$4.7M
587,677
-1%
增持
SWX
SOUTHWEST GAS HOLDINGS INC
+$4.5M
836,929
+7%
清仓
—
GARRETT MOTION INC 11.000 PERP SR:A CVT
-$4.5M
0
-100%
减持
ASTE
ASTEC INDUSTRIES INC
+$4.4M
1,051,052
-0%
减持
ROK
ROCKWELL AUTOMATION INC
+$4.4M
123,606
-0%
减持
AAPL
APPLE INC
+$4.3M
163,644
-2%
增持
AMZN
AMAZON.COM INC
+$4.3M
139,245
+4%
增持
LLY
ELI LILLY & CO
+$4.3M
31,474
+3%
增持
—
TREEHOUSE FOODS INC
+$4.3M
111,893
+313%
减持
META
META PLATFORMS INC-CLASS A
+$4.2M
75,008
-8%
增持
DCO
DUCOMMUN INC
-$4.2M
388,600
+1%
减持
WTS
WATTS WATER TECHNOLOGIES-A
+$4.2M
552,290
-4%
增持
DIS
WALT DISNEY CO/THE
-$4.0M
395,950
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$4.0M
21,567
+180%
减持
—
LIBERTY GLOBAL C
-$3.8M
1,279,995
-2%
减持
NTRS
NORTHERN TRUST CORP
-$3.7M
235,295
-2%
增持
NFLX
NETFLIX INC
+$3.7M
18,889
+41%
增持
—
NATIONAL INSTRUMENTS CORP
+$3.7M
72,771
+643%
减持
ES
EVERSOURCE ENERGY
-$3.6M
166,738
-16%
增持
TSAT
TELESAT CORP
+$3.6M
1,796,978
+16%
增持
AZZ
AZZ INC
+$3.6M
704,754
+7%
清仓
—
MAXAR TECHNOLOGIES INC
-$3.5M
0
-100%
增持
—
PARAMOUNT GLOBAL-CLASS B
-$3.5M
641,270
+4%
增持
TWIN
TWIN DISC INC
+$3.5M
1,657,368
+4%
清仓
—
KIMBALL INTERNATIONAL-B
-$3.5M
0
-100%
减持
T
AT&T INC
-$3.4M
882,319
-3%
减持
HON
HONEYWELL INTERNATIONAL INC
+$3.4M
291,693
-2%
增持
FLWS
1-800-FLOWERS.COM INC-CL A
-$3.3M
957,000
+2%
减持
—
KAMAN CORP
+$3.3M
2,517,883
-1%
减持
BELFA
BEL FUSE INC-CL A
+$3.3M
164,738
-5%
增持
—
MILLICOM INTL CELLULAR S.A.
-$3.2M
1,063,482
+4%
建仓
CDNS
CADENCE DESIGN SYS INC
+$3.2M
13,708
减持
ORLY
O'REILLY AUTOMOTIVE INC
+$3.2M
55,706
-6%
增持
IMKTA
INGLES MARKETS INC-CLASS A
-$3.1M
533,890
+0%
减持
SXT
SENSIENT TECHNOLOGIES CORP
-$3.1M
342,421
-5%
减持
TYL
TYLER TECHNOLOGIES INC
+$3.1M
53,703
-1%
减持
—
JOHNSON CONTROLS INTERNATION
+$3.1M
515,052
-3%
增持
GBX
GREENBRIER COMPANIES INC
+$3.1M
170,000
+29%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$3.1M
244,415
-1%
增持
FMX
FOMENTO ECONOMICO MEX-SP ADR
+$3.0M
125,709
+10%
减持
BYD
BOYD GAMING CORP
+$3.0M
621,269
-1%
增持
CVGI
COMMERCIAL VEHICLE GROUP INC
+$3.0M
737,800
+4%
减持
—
BLACKROCK INC
-$3.0M
6,606
-41%
减持
EPC
EDGEWELL PERSONAL CARE CO
-$3.0M
1,154,220
-3%
增持
FSTR
FOSTER (LB) CO-A
+$3.0M
873,318
+5%
增持
—
LIBERTY A
+$2.9M
106,928
+68%
减持
IFF
INTL FLAVORS & FRAGRANCES
-$2.9M
138,267
-9%
增持
TXT
TEXTRON INC
-$2.9M
1,726,123
+2%
增持
POST
POST HOLDINGS INC
+$2.9M
345,832
+15%
清仓
FIS
FIDELITY NATIONAL INFO SERV
-$2.8M
0
-100%
减持
VMI
VALMONT INDUSTRIES
-$2.8M
92,157
-1%
建仓
—
DICE THERAPEUTICS INC
+$2.8M
61,100
增持
TRN
TRINITY INDUSTRIES INC
+$2.8M
1,115,163
+5%
增持
ADBE
ADOBE INC
+$2.8M
13,628
+37%
建仓
WEST
WESTROCK COFFEE CO
+$2.8M
257,250
增持
WBD
WARNER BROS DISCOVERY INC
-$2.8M
3,183,148
+13%
减持
BIO
BIO-RAD LABORATORIES-A
-$2.8M
27,175
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$2.7M
105,390
-2%
清仓
—
DIEBOLD NIXDORF INC
-$2.7M
0
-100%
增持
GM
GENERAL MOTORS CO
+$2.7M
346,022
+19%
减持
—
PRIMO WATER CORP
-$2.5M
903,560
-0%
减持
ACA
ARCOSA INC
+$2.5M
261,783
-4%
减持
KHC
KRAFT HEINZ CO/THE
-$2.5M
400,586
-7%
增持
SPB
SPECTRUM BRANDS HOLDINGS INC
+$2.5M
110,946
+19%
减持
EVRG
EVERGY INC
-$2.5M
431,590
-5%
减持
LECO
LINCOLN ELECTRIC HOLDINGS
+$2.5M
92,000
-2%
减持
SKY
SKYLINE CHAMPION CORP
-$2.5M
226,892
-1%
增持
AMCX
AMC NETWORKS INC-A
-$2.4M
484,774
+3%
增持
TSLA
TESLA INC
+$2.4M
28,557
+18%
减持
SCHW
SCHWAB (CHARLES) CORP
-$2.4M
59,400
-46%
增持
ITT
ITT INC
+$2.4M
339,335
+0%
减持
CNS
COHEN & STEERS INC
-$2.4M
344,610
-2%
建仓
—
IVERIC BIO INC
+$2.4M
60,025
减持
AXP
AMERICAN EXPRESS CO
-$2.3M
695,718
-7%
增持
TV
GRUPO TELEVISA SA-SPON ADR
+$2.3M
8,815,997
+9%
减持
FSS
FEDERAL SIGNAL CORP
+$2.3M
508,110
-9%
清仓
NET
CLOUDFLARE INC - CLASS A
-$2.3M
0
-100%
增持
—
LIBERTY SIRIUSXM A
+$2.3M
417,105
+3%
减持
GEF
GREIF INC-CL A
+$2.3M
497,695
-1%
减持
STT
STATE STREET CORP
-$2.3M
784,331
-1%
增持
GRC
GORMAN-RUPP CO
+$2.2M
537,338
+1%
增持
TDS
TELEPHONE AND DATA SYSTEMS
-$2.2M
2,102,431
+13%
减持
BMI
BADGER METER INC
+$2.2M
105,000
-4%
增持
VMC
VULCAN MATERIALS CO
+$2.2M
37,750
+2%
增持
ATI
ATI INC
+$2.1M
441,642
+0%
减持
CHD
CHURCH & DWIGHT CO INC
+$2.1M
187,292
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$2.1M
255,184
-6%