Top Funds / GAMCO INVESTORS, INC. ET AL


Mario Gabelli

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
HERC HOLDINGS INC 2,810,728 $284,811,000 2.50% -499,625 +$64,970,000
SONY CORP 1,972,499 $209,105,000 1.83% -92,806 +$303,000
Gatx Corp 1,759,445 $163,171,000 1.43% -121,500 +$6,714,000
CNH Industrial N.V. 9,907,035 $154,946,000 1.36% -71,094 +$26,827,000
AMERICAN EXPRESS CO 1,042,654 $147,473,000 1.29% -27,601 +$18,068,000
CRANE CO /DE/ 1,523,473 $143,069,000 1.26% -26,257 +$22,717,000
NAVISTAR INTERNATIONAL CORP 3,131,241 $137,869,000 1.21% +67,718 +$3,197,000
MUELLER INDUSTRIES INC 3,203,216 $132,453,000 1.16% -212,893 +$12,513,000
AEROJET ROCKETDYNE HOLDINGS, INC. 2,812,224 $132,062,000 1.16% -403,707 -$37,900,000
Bank of New York Mellon Corp 2,437,155 $115,253,000 1.01% -41,388 +$10,064,000
TEXTRON INC 2,039,998 $114,403,000 1.00% -31,146 +$14,305,000
Ryman Hospitality Properties, Inc. 1,471,445 $114,052,000 1.00% -58,919 +$10,355,000
AMETEK INC/ 854,562 $109,153,000 0.96% -36,301 +$1,412,000
Madison Square Garden Sports Corp. 595,891 $106,939,000 0.94% +29,583 +$2,682,000
KAMAN Corp 2,051,363 $105,214,000 0.92% -40,199 -$14,277,000
GRIFFON CORP 3,852,853 $104,682,000 0.92% -278,992 +$20,475,000
Walt Disney Co 548,827 $101,270,000 0.89% -20,561 -$1,892,000
ROLLINS INC 2,890,461 $99,490,000 0.87% -50,826 -$15,426,000
ENPRO INDUSTRIES, INC 1,150,976 $98,144,000 0.86% -101,083 +$3,589,000
DEERE & CO 261,543 $97,854,000 0.86% -14,161 +$23,676,000
REPUBLIC SERVICES, INC. 964,463 $95,819,000 0.84% -9,205 +$2,055,000
GCP Applied Technologies Inc. 3,816,304 $93,652,000 0.82% -85,364 +$1,378,000
PNM RESOURCES INC 1,898,359 $93,115,000 0.82% -204,275 -$8,926,000
GENUINE PARTS CO 793,328 $91,701,000 0.80% -14,322 +$10,589,000
WATTS WATER TECHNOLOGIES INC 762,559 $90,600,000 0.80% -23,497 -$5,063,000