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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 7
增持 50
减持 82
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
—
KAMAN CORP
+$48.3M
2,351,287
-5%
减持
MOD
MODINE MANUFACTURING CO
+$29.3M
1,699,875
-23%
减持
HRI
HERC HOLDINGS INC
+$22.2M
1,556,985
-3%
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
TXT
TEXTRON INC
+$20.8M
1,572,831
-3%
减持
CR
CRANE CO
+$20.6M
1,281,228
-1%
增持
NVDA
NVIDIA CORP
+$20.3M
44,853
+10%
减持
AXP
AMERICAN EXPRESS CO
+$20.0M
607,388
-4%
减持
GATX
GATX CORP
+$18.2M
1,422,616
-1%
减持
SONY
SONY GROUP CORP - SP ADR
-$17.1M
1,405,635
-3%
增持
SPHR
SPHERE ENTERTAINMENT CO
+$16.9M
960,581
+8%
减持
GFF
GRIFFON CORP
-$15.3M
826,985
-34%
减持
MLI
MUELLER INDUSTRIES INC
+$15.0M
3,642,898
-5%
增持
ORLY
O'REILLY AUTOMOTIVE INC
+$13.7M
49,415
+12%
增持
SSP
EW SCRIPPS CO NEW
-$13.4M
3,360,347
+1%
增持
SWX
SOUTHWEST GAS HOLDINGS INC
+$13.3M
889,426
+4%
减持
TNC
TENNANT CO
+$13.3M
488,700
-2%
减持
RSG
REPUBLIC SERVICES INC
+$12.8M
577,828
-3%
减持
AME
AMETEK INC
+$12.1M
697,209
-0%
增持
MYE
MYERS INDUSTRIES INC
+$12.0M
3,193,054
+1%
减持
AZZ
AZZ INC
+$11.5M
665,148
-3%
减持
CXT
CRANE NXT CO
-$10.2M
254,478
-44%
减持
DIS
WALT DISNEY CO/THE
+$10.0M
328,320
-2%
增持
NFG
NATIONAL FUEL GAS CO
+$9.5M
1,320,850
+8%
减持
NPO
ENPRO INC
-$9.4M
633,790
-15%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.3M
4,570
-79%
减持
BNY
BANK OF NEW YORK MELLON CORP
+$8.9M
1,723,351
-1%
增持
META
META PLATFORMS INC-CLASS A
+$8.8M
57,803
+6%
增持
SPB
SPECTRUM BRANDS HOLDINGS INC
+$8.4M
231,933
+51%
清仓
—
TREEHOUSE FOODS INC
-$8.3M
0
-100%
减持
BA
BOEING CO/THE
-$8.3M
116,254
-1%
清仓
—
SOVOS BRANDS INC
-$8.2M
0
-100%
增持
PFE
PFIZER INC
+$7.9M
533,251
+124%
增持
TV
GRUPO TELEVISA SA-SPON ADR
+$7.9M
14,618,608
+26%
增持
—
PARAMOUNT GLOBAL-CLASS A
+$7.8M
2,927,163
+3%
增持
CPB
CAMPBELL SOUP CO
+$7.6M
598,380
+36%
减持
LEN/B
LENNAR CORP - B SHS
+$7.5M
516,008
-4%
减持
ASTE
ASTEC INDUSTRIES INC
+$7.3M
1,128,745
-0%
增持
—
CNH INDUSTRIAL NV
+$7.1M
8,544,355
+0%
减持
GPC
GENUINE PARTS CO
+$7.1M
533,152
-2%
减持
NOW
SERVICENOW INC
-$6.9M
5,625
-65%
增持
TG
TREDEGAR CORP
+$6.9M
4,453,630
+9%
减持
LLY
ELI LILLY & CO
+$6.9M
36,349
-1%
增持
—
CALLON PETROLEUM CO
+$6.9M
525,820
+43%
增持
WBD
WARNER BROS DISCOVERY INC
-$6.8M
3,348,379
+6%
减持
JPM
JPMORGAN CHASE & CO
+$6.7M
251,126
-2%
减持
FLS
FLOWSERVE CORP
+$6.3M
1,471,049
-0%
减持
AAPL
APPLE INC
-$6.3M
140,851
-11%
减持
AN
AUTONATION INC
+$6.2M
423,075
-1%
减持
WFC
WELLS FARGO & CO
+$6.0M
898,244
-4%
减持
EML
EASTERN CO/THE
+$6.0M
511,817
-2%
减持
ROG
ROGERS CORP
-$5.9M
79,276
-31%
增持
MATW
MATTHEWS INTL CORP-CLASS A
-$5.5M
1,072,951
+1%
增持
MWA
MUELLER WATER PRODUCTS INC-A
+$5.5M
3,143,039
+0%
增持
DAN
DANA INC
-$5.5M
3,228,260
+1%
增持
AD
US CELLULAR CORP
-$5.5M
1,480,017
+3%
建仓
AMAT
APPLIED MATERIALS INC
+$5.5M
26,645
增持
MSGS
MADISON SQUARE GARDEN SPORTS
+$5.4M
594,169
+4%
减持
KKR
KKR & CO INC
+$5.4M
355,620
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$5.3M
89,079
-1%
增持
AMZN
AMAZON.COM INC
+$5.2M
153,659
+4%
减持
MSGE
MADISON SQUARE GARDEN ENTERT
+$5.2M
815,444
-3%
减持
CW
CURTISS-WRIGHT CORP
+$5.1M
164,105
-1%
建仓
SYK
STRYKER CORP
+$5.0M
14,067
增持
TGNA
TEGNA INC
+$5.0M
2,441,675
+19%
建仓
—
JUNIPER NETWORKS INC
+$4.9M
133,432
增持
QDEL
QUIDELORTHO CORP
-$4.8M
207,801
+4%
增持
IMKTA
INGLES MARKETS INC-CLASS A
-$4.8M
550,595
+1%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$4.7M
241,875
+16%
清仓
—
BLUEGREEN VACATIONS HOLDING
-$4.7M
0
-100%
减持
ADBE
ADOBE INC
-$4.7M
10,530
-37%
减持
ITT
ITT INC
+$4.6M
321,005
-2%
减持
TMUS
T-MOBILE US INC
-$4.6M
100,533
-23%
减持
LBRDK
LIBERTY BROAD C
-$4.5M
155,315
-7%
增持
—
FLUSHING FINANCIAL CORP
-$4.5M
1,209,250
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$4.5M
61,334
+1381%
建仓
COO
COOPER COS INC/THE
+$4.5M
44,000
增持
NWN
NORTHWEST NATURAL HOLDING CO
+$4.5M
235,400
+113%
减持
POST
POST HOLDINGS INC
+$4.5M
279,153
-3%
减持
JOE
ST JOE CO/THE
-$4.4M
797,800
-5%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$4.4M
1,072,850
+49%
减持
FSTR
FOSTER (LB) CO-A
+$4.4M
884,700
-2%
减持
IEX
IDEX CORP
+$4.3M
188,568
-2%
增持
—
LIBERTY GLOBAL LTD-A
+$4.3M
1,222,428
+33%
减持
TSLA
TESLA INC
-$4.3M
15,098
-46%
减持
WM
WASTE MANAGEMENT INC
+$4.2M
175,495
-5%
建仓
—
CARROLS RESTAURANT GROUP INC
+$4.2M
442,226
减持
GOOGL
ALPHABET INC-CL A
-$4.2M
70,901
-33%
清仓
—
COOPER COS INC/THE
-$4.2M
0
-100%
减持
MDLZ
MONDELEZ INTERNATIONAL INC-A
-$4.2M
616,528
-6%
增持
DCI
DONALDSON CO INC
+$4.1M
415,056
+1%
增持
—
DASEKE INC
+$4.0M
496,452
+3375%
减持
BALL
BALL CORP
-$4.0M
3,780
-95%
减持
MSFT
MICROSOFT CORP
+$4.0M
129,449
-4%
清仓
—
KARUNA THERAPEUTICS INC
-$4.0M
0
-100%
增持
TSAT
TELESAT CORP
-$3.9M
2,139,479
+1%
减持
GOOG
ALPHABET INC-CL C
-$3.9M
251,635
-16%
减持
PANW
PALO ALTO NETWORKS INC
-$3.8M
8,712
-59%
减持
GGG
GRACO INC
+$3.8M
802,238
-2%
减持
CTS
CTS CORP
+$3.7M
1,359,677
-1%
建仓
—
EQUITRANS MIDSTREAM CORP
+$3.7M
294,537
增持
HSIC
HENRY SCHEIN INC
+$3.6M
345,135
+16%
减持
BRK/A
BERKSHIRE HATHAWAY INC-CL A
+$3.4M
43
-2%
减持
GTLS
CHART INDUSTRIES INC
+$3.3M
119,020
-1%
增持
TDS
TELEPHONE AND DATA SYSTEMS
-$3.2M
2,092,042
+4%
清仓
—
SPLUNK INC
-$3.2M
0
-100%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$3.2M
261,301
-0%
清仓
—
RENAISSANCERE HOLDINGS LTD
-$3.2M
0
-100%
减持
BHC
BAUSCH HEALTH COS INC
+$3.1M
1,251,969
-1%
减持
—
JOHNSON CONTROLS INTERNATION
+$3.1M
458,166
-2%
减持
FCX
FREEPORT-MCMORAN INC
+$3.1M
1,091,546
-4%
减持
AMCX
AMC NETWORKS INC-A
-$3.1M
455,924
-0%
增持
ADM
ARCHER-DANIELS-MIDLAND CO
-$3.1M
335,469
+0%
增持
KLG
WK KELLOGG CO
+$3.0M
470,064
+6%
增持
CARR
CARRIER GLOBAL CORP
+$3.0M
171,045
+41%
减持
ODC
OIL-DRI CORP OF AMERICA
+$2.9M
411,106
-1%
减持
CHDN
CHURCHILL DOWNS INC
-$2.9M
257,136
-0%
清仓
—
ENGAGESMART INC
-$2.9M
0
-100%
减持
BLBD
BLUE BIRD CORP
+$2.8M
289,290
-5%
减持
APA
APA CORP
-$2.8M
37,000
-68%
减持
—
PRIMO WATER CORP
+$2.8M
897,860
-0%
增持
AVA
AVISTA CORP
+$2.8M
269,120
+44%
清仓
—
CHICO'S FAS INC
-$2.7M
0
-100%
减持
XYL
XYLEM INC
+$2.7M
452,060
-7%
增持
SBGI
SINCLAIR INC
+$2.7M
3,591,266
+2%
减持
MTRN
MATERION CORP
-$2.7M
209,050
-10%
增持
NFLX
NETFLIX INC
+$2.7M
20,420
+2%
清仓
—
DISH NETWORK CORP-A
-$2.6M
0
-100%
减持
BATRA
ATLANTA BRAVES HLDS A IN-A
-$2.6M
2,360,311
-1%
减持
ROL
ROLLINS INC
+$2.6M
1,944,866
-3%
减持
HAL
HALLIBURTON CO
+$2.6M
924,139
-1%
增持
AAP
ADVANCE AUTO PARTS INC
+$2.6M
104,100
+1%
减持
SPGI
S&P GLOBAL INC
-$2.6M
25,041
-16%
建仓
—
MDC HOLDINGS INC
+$2.5M
40,400
减持
ECL
ECOLAB INC
+$2.5M
79,411
-0%
减持
GHM
GRAHAM CORP
+$2.4M
299,135
-1%
减持
HON
HONEYWELL INTERNATIONAL INC
-$2.4M
251,904
-2%
减持
ATI
ATI INC
+$2.4M
431,442
-0%
减持
RCI
ROGERS COMMUNICATIONS INC-B
-$2.4M
401,736
-0%
减持
FELE
FRANKLIN ELECTRIC CO INC
+$2.3M
253,524
-1%
减持
BYD
BOYD GAMING CORP
+$2.3M
601,069
-1%
增持
TXNM
PNM RESOURCES INC
-$2.3M
712,517
+2%
增持
—
ASML HOLDING NV-NY REG SHS
+$2.2M
6,096
+24%
增持
ROK
ROCKWELL AUTOMATION INC
-$2.2M
124,160
+1%
减持
BH/A
BIGLARI HOLDINGS INC-A
+$2.2M
13,364
-2%
增持
EGBN
EAGLE BANCORP INC
-$2.1M
342,171
+2%
清仓
—
MIRATI THERAPEUTICS INC
-$2.1M
0
-100%
增持
—
STARRETT (L.S.) CO -CL A
+$2.1M
525,137
+2%
减持
FSS
FEDERAL SIGNAL CORP
+$2.1M
426,835
-4%
增持
GE
GENERAL ELECTRIC CO
+$2.1M
41,249
+2%
减持
SKY
SKYLINE CHAMPION CORP
+$2.1M
218,850
-2%