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Asset Manager ← All Institutions

GABELLI & Co INVESTMENT ADVISERS, INC.

Q2 2025 · Filed 2025-08-13
Market Value
$612M
-2.6%
Holdings
252
+5
New Purchases
46
Added To
48
Closed
37
Reduced
27
Top 10 Concentration
35.5%
Turnover
32.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BPMC 3.84% 0.00% +3.84% $24M
SKX 2.97% 0.00% +2.97% $18M
SWTX 2.49% 0.30% +2.19% $15M
WBA 1.93% 0.35% +1.58% $12M
AVDX 1.36% 0.00% +1.36% $8M
DNB 1.93% 0.58% +1.35% $12M
FL 1.25% 0.00% +1.25% $8M
FARO 1.25% 0.00% +1.25% $8M
TXNM 1.14% 0.00% +1.14% $7M
VIGL 1.12% 0.00% +1.12% $7M
AMED 3.61% 2.91% +0.70% $22M
COOP 0.68% 0.00% +0.68% $4M
VERV 0.55% 0.00% +0.55% $3M
TGI 2.48% 1.97% +0.51% $15M
INFA 0.51% 0.00% +0.51% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITCI 0.00% 4.25% -4.25% $0
FNA 0.00% 2.91% -2.91% $0
BECN 0.00% 2.86% -2.86% $0
DFS 0.00% 2.66% -2.66% $0
DESP 0.00% 2.03% -2.03% $0
ATSG 0.00% 1.63% -1.63% $0
PYCR 0.00% 1.59% -1.59% $0
X 0.00% 1.53% -1.53% $0
PLYA 0.00% 1.53% -1.53% $0
HEES 0.00% 1.48% -1.48% $0
PDCO 0.00% 1.03% -1.03% $0
JWN 0.00% 0.96% -0.96% $0
PTVE 0.00% 0.87% -0.87% $0
LGTY 0.00% 0.86% -0.86% $0
CMRX 0.00% 0.79% -0.79% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 26 $21M 3.5%
Large Cap 46 $145M 23.7%
Mid Cap 65 $296M 48.3%
Small Cap 62 $93M 15.1%
Micro Cap 53 $57M 9.4%

Portfolio Analytics

Avg Market Cap
$117.0B
Median Market Cap
$3.2B
Avg P/E
41.0
Median P/E
28.5
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
243
# ETFs / Funds
9

Top Holdings (252 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HES 5.12% 226,233 $31M $138.54 -$5M -2,000 -0.9%
2 K 4.79% 368,643 $29M $79.53 $583K +20,300 +5.8%
3 BPMC 3.84% 183,374 $24M $128.18 +183,374 NEW
4 FYBR 3.75% 631,119 $23M $36.40 $2M +42,419 +7.2%
5 AMED 3.61% 224,443 $22M $98.39 $4M +26,948 +13.6%
6 JNPR 3.04% 466,130 $19M $39.93 $2M +14,000 +3.1%
7 SKX 2.97% 287,814 $18M $63.10 +287,814 NEW
8 CHX 2.84% 700,626 $17M $24.84 $2M +188,668 +36.9%
9 SPR 2.84% 456,065 $17M $38.15 $2M -3,392 -0.7%
10 GDV 2.66% 626,000 $16M $26.01 $1M
11 ALE 2.63% 251,700 $16M $64.07 $506K +13,950 +5.9%
12 GDL 2.52% 1,846,636 $15M $8.34 $200K
13 SWTX 2.49% 324,350 $15M $46.99 $13M +282,100 +667.7%
14 TGI 2.48% 588,705 $15M $25.75 $3M +100,400 +20.6%
15 FOX 2.08% 246,011 $13M $51.63 $261K +10,000 +4.2%
16 DNB 1.93% 1,296,535 $12M $9.09 $8M +891,585 +220.2%
17 WBA 1.93% 1,026,585 $12M $11.48 $10M +831,635 +426.6%
18 VIAC 1.61% 763,843 $10M $12.90 $1M +27,250 +3.7%
19 GLU 1.38% 486,810 $8M $17.31 $514K
20 AVDX 1.36% 849,207 $8M $9.79 +849,207 NEW
21 ANSS 1.26% 21,886 $8M $351.22 -$2M -8,250 -27.4%
22 FL 1.25% 312,550 $8M $24.50 +312,550 NEW
23 FARO 1.25% 173,500 $8M $43.92 +173,500 NEW
24 TXNM 1.14% 123,836 $7M $56.32 +123,836 NEW
25 VIGL 1.12% 864,950 $7M $7.95 +864,950 NEW
26 TDS 1.12% 192,178 $7M $35.58 -$607K
27 EVRI 1.05% 450,764 $6M $14.24 $325K +5,000 +1.1%
28 AZEK 1.00% 112,604 $6M $54.35 $2M +22,149 +24.5%
29 SRDX 0.99% 203,587 $6M $29.71 $83K +8,200 +4.2%
30 SCHN 0.91% 187,900 $6M $29.69 $3M +97,800 +108.5%
31 AGS 0.90% 443,364 $6M $12.49 $459K +24,000 +5.7%
32 USM 0.89% 85,600 $5M $63.97 $224K +9,650 +12.7%
33 CCRN 0.89% 415,150 $5M $13.05 -$1M -20,850 -4.8%
34 PARAA 0.86% 230,361 $5M $22.95 $2M +84,553 +58.0%
35 NLOP 0.80% 151,353 $5M $32.55 $618K +14,050 +10.2%
36 LBRDK 0.80% 49,794 $5M $98.38 $1M +4,886 +10.9%
37 AMZN 0.79% 22,000 $5M $219.39 $641K
38 IPG 0.78% 195,096 $5M $24.48 $3M +128,397 +192.5%
39 TGNA 0.74% 269,711 $5M $16.76 -$1M -39,525 -12.8%
40 ESGR 0.71% 12,950 $4M $336.36 $251K +600 +4.9%
41 GB 0.70% 572,800 $4M $7.47 $197K +18,250 +3.3%
42 COOP 0.68% 27,996 $4M $149.21 +27,996 NEW
43 VERV 0.55% 302,400 $3M $11.23 +302,400 NEW
44 SGRY 0.53% 146,250 $3M $22.23 $1M +68,400 +87.9%
45 CCIX 0.53% 308,750 $3M $10.52 -$776K -64,150 -17.2%
46 INFA 0.51% 127,200 $3M $24.35 +127,200 NEW
47 ACI 0.50% 142,295 $3M $21.51 -$4M -185,310 -56.6%
48 LLYVK 0.46% 35,054 $3M $81.16 $1M +9,513 +37.2%
49 TMUS 0.45% 11,500 $3M $238.26 -$327K
50 NVEE 0.44% 116,900 $3M $23.09 +116,900 NEW
51 IGT 0.41% 160,203 $3M $15.81 $931K +61,672 +62.6%
52 MAG 0.41% 118,999 $3M $21.13 +118,999 NEW
53 PVBC 0.41% 200,000 $2M $12.49 +200,000 NEW
54 INZY 0.40% 617,000 $2M $4.00 +617,000 NEW
55 SPWH 0.39% 685,080 $2M $3.45 $2M -83,558 -10.9%
56 LWAY 0.38% 94,746 $2M $24.65 $845K +33,800 +55.5%
57 JACS 0.37% 220,100 $2M $10.30 +220,100 NEW
58 NFG 0.37% 26,500 $2M $84.71 $107K -500 -1.9%
59 KKR 0.36% 16,400 $2M $133.03 $286K
60 ESHA 0.35% 197,600 $2M $10.99 $38K
61 SRG 0.35% 695,994 $2M $3.08 -$75K +9,000 +1.3%
62 PGACU 0.34% 203,200 $2M $10.18 +203,200 NEW
63 SAGE 0.33% 224,450 $2M $9.12 +224,450 NEW
64 GHC 0.32% 2,097 $2M $946.17 -$55K -25 -1.2%
65 TSAT 0.32% 79,161 $2M $24.44 $540K +5,100 +6.9%
66 FERAU 0.30% 174,500 $2M $10.40 $58K
67 GGT 0.29% 432,582 $2M $4.13 -$216K
68 ETWO 0.29% 542,050 $2M $3.23 +542,050 NEW
69 AVGO 0.28% 6,215 $2M $275.65 $673K
70 SSYS 0.27% 142,604 $2M $11.47 $240K
71 MSGS 0.26% 7,578 $2M $208.95 $108K
72 ICAD 0.26% 415,000 $2M $3.81 +415,000 NEW
73 GTLS 0.25% 9,450 $2M $164.65 +9,450 NEW
74 BASE 0.25% 62,200 $2M $24.38 +62,200 NEW
75 GYRO 0.24% 173,084 $1M $8.61 $49K
76 COLA 0.24% 144,700 $1M $10.14 $18K
77 ITOS 0.24% 146,450 $1M $9.97 +146,450 NEW
78 RDFN 0.24% 129,439 $1M $11.19 -$861K -121,265 -48.4%
79 CCCXU 0.24% 140,200 $1M $10.30 +140,200 NEW
80 HONE 0.23% 120,186 $1M $11.68 +120,186 NEW
81 GMS 0.22% 12,600 $1M $108.75 +12,600 NEW
82 THRD 0.22% 251,681 $1M $5.43 +251,681 NEW
83 MSFT 0.22% 2,720 $1M $497.41 $332K
84 BK 0.22% 14,500 $1M $91.11 $105K
85 TPL 0.22% 1,250 $1M $1,056.39 -$349K -10 -0.8%
86 GCV 0.22% 344,000 $1M $3.83 $33K
87 MGRC 0.21% 10,938 $1M $115.96 $83K +300 +2.8%
88 SBUX 0.21% 13,800 $1M $91.63 -$89K
89 SIMO 0.21% 16,709 $1M $75.17 -$491K -17,850 -51.6%
90 META 0.19% 1,580 $1M $738.09 $259K +6 +0.4%
91 TXN 0.19% 5,550 $1M $207.62 $514K +2,000 +56.3%
92 CSCO 0.19% 16,500 $1M $69.38 $127K
93 NXPI 0.19% 5,200 $1M $218.49 $186K +200 +4.0%
94 SONY 0.18% 42,925 $1M $26.03 -$38K -2,575 -5.7%
95 CNNE 0.18% 53,500 $1M $20.85 +53,500 NEW
96 GGZ 0.18% 82,711 $1M $13.32 $109K
97 HGTY 0.17% 103,300 $1M $10.11 $111K
98 CTLP 0.17% 92,100 $1M $10.99 +92,100 NEW
99 ALIT 0.16% 178,350 $1M $5.66 -$85K -6,200 -3.4%
100 BOOM 0.16% 122,700 $989K $8.06 $15K +7,050 +6.1%

New Positions

SymbolValue% Port
BPMC $24M 3.84%
SKX $18M 2.97%
AVDX $8M 1.36%
FL $8M 1.25%
FARO $8M 1.25%
TXNM $7M 1.14%
VIGL $7M 1.12%
COOP $4M 0.68%
VERV $3M 0.55%
INFA $3M 0.51%
NVEE $3M 0.44%
MAG $3M 0.41%
PVBC $2M 0.41%
INZY $2M 0.40%
JACS $2M 0.37%

Sold Out Positions

SymbolValue% Port
DAN —%
GRMLW —%
BATL —%
LOPP —%
HEES —%
DM —%
DFS —%
CMRX —%
VBFC —%
BECN —%
SWI —%
NVRO —%
LGF-A —%
VOXX —%
PYCR —%
View SEC EDGAR Filings for GABELLI & Co INVESTMENT ADVISERS, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms