SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Glenn Petersen who wrote (55455)6/14/2015 2:55:16 PM
From: E_K_S1 Recommendation

Recommended By
richardred

  Read Replies (2) of 78748
 
Re: Mario Gabelli - GAMCO INVESTORS, INC. ET AL

One of my favorite Value Investors.

Here are his top 10 holdings



For a complete view of all his positions click here.



I recently bough Ampco-Pittsburgh Corp. (AP) a Mario Gabelli holding. He is the top institutional holder w/ 4.5% of the outstanding shares. It's still a small position in his portfolio at 0.13%. My portfolio position is 0.75%, so I guess it's 5x larger than Mario's.

Notice that M. Gabelli owns 841 positions with his largest holding, DIRECTV (DTV) that only represent 1.69% of his portfolio. FWIW, his portfolio has 9.7x more stocks than mine (my last count was 87 equities and 4 mutual funds). My largest position (KMI) represents about 6.5% of my portfolio. It is interesting the Gabelli has been selling his stake in KMI since 2013 and now only holds 10% of what he did then (30 months ago). He does not appear to be a long term holder (decades/years) like Buffet. He holds no options and very little fixed income.

EKS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News