Mario Gabelli Portfolio Analysis: Top Holdings as of June 2026
Mario Gabelli's top holdings (June 2026) include Sony Corporation. - ADR (SNE), a global conglomerate specializing in electronics, gaming, and entertainment services.
Mario Gabelli is the founder, chairman, and CEO of GAMCO Investors, Inc., an investment firm headquartered in Rye, New York. His investment focus is centered on fundamental bottom-up research, often utilizing a proprietary methodology known as Private Market Value with a Catalyst™ to identify investment opportunities.
Sony Corporation. - ADR (SNE)
Sony is a Japanese multinational corporation that operates across several business segments, including consumer electronics, video games, music, and motion pictures. The company also maintains a presence in the financial services sector, providing insurance and banking products in various markets.
Mario Gabelli's position in the company is currently valued at $486.49M.
Here's an overview of Mario Gabelli's trades in Sony Corporation. - ADR:
Crane Co (CR)
Crane Co. is a diversified manufacturer of highly engineered industrial products, serving global markets in the aerospace, defense, and chemical industries. Their operations include the production of fluid handling systems and specialized electronic components used in critical infrastructure.
The company's market cap stands at $10.57B, while the current value of Mario Gabelli's holding is $218.6M. Analysts have set a price target of $215.0 for the stock, and the company's discounted cash flow analysis suggests a value of $57.04 per share.
Here's an overview of Mario Gabelli's trades in Crane Co:
Mueller Industries, Inc. (MLI)
Mueller Industries, Inc. manufactures and distributes copper, brass, and plastic products used in plumbing, heating, and air conditioning systems. The company operates manufacturing facilities and distribution centers throughout North America, Europe, and Asia.
Mueller Industries has a market capitalization of $14.22B, with Mario Gabelli's position currently valued at $210.58M. The company's discounted cash flow analysis suggests a value of $84.62 per share.
Here's an overview of Mario Gabelli's trades in Mueller Industries, Inc.:
GATX Corp. (GATX)
GATX Corp. is a global leader in railcar leasing, owning one of the largest fleets of railcars in North America and Europe. The company also manages a significant portfolio of aircraft engines through its joint ventures, supporting global logistics and transportation networks.
This holding in Mario Gabelli's portfolio is currently worth $186.15M, and the company maintains a market capitalization of $6.0B. Analysts have set a price target of $220.0 for GATX Corp., and its discounted cash flow value is noted at $142.18 per share.
Here's an overview of Mario Gabelli's trades in GATX Corp.:
Modine Manufacturing Co. (MOD)
Modine Manufacturing Co. specializes in thermal management solutions, designing and manufacturing heat transfer products for a wide variety of applications. Their technologies are used in commercial vehicles, industrial equipment, and building heating and cooling systems.
The current value of Mario Gabelli's position is $153.79M, while the company's market cap stands at $14.73B. Analysts currently have a price target of $300.89 for the company, and its discounted cash flow analysis suggests a value of $23.5 per share.
Here's an overview of Mario Gabelli's trades in Modine Manufacturing Co.: