Event-Driven ValueAs of 2026-03-31
Mario Gabelli
GAMCO Investors Inc
Founder of GAMCO. A master of event-driven value strategy who pioneered the 'Private Market Value (PMV)' analysis method for identifying corporate acquisition opportunities.
$10.15BAUM
597Holdings
2026-03-31 Summary
3개 종목 신규 매수 (VSNT, PNFP, GOLS) · 6개 종목 추가 매수 (CAT, TPH, PH 등) · 332개 비중 축소 · Top holding: MSGS 1.9%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준New Buy3
VSNTVERSANT MEDIA GROUP INC$41.14M0.4%
PNFPPINNACLE FINANCIAL PARTNERS$11.28M0.1%
GOLSGBELI OP IN LIV AND SPRT ETF$5.40M<0.1%
Holdings
597 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  MSGSMADISON SQUARE GARDEN SPORTS | 1.86% | 587,652 | $188.87M | -4.20% | Partial Sell |
| 2 |  GATXGATX CORP | 1.85% | 1,100,973 | $187.98M | -8.07% | Partial Sell |
| 3 |  MLIMUELLER INDUSTRIES INC | 1.79% | 1,637,510 | $181.44M | -12.30% | Partial Sell |
| 4 |  CRCRANE CO | 1.68% | 998,391 | $170.72M | -6.26% | Partial Sell |
| 5 |  NFGNATIONAL FUEL GAS CO | 1.27% | 1,369,326 | $128.66M | -5.28% | Partial Sell |
| 6 |  BKBANK OF NEW YORK MELLON CORP | 1.22% | 1,043,081 | $123.74M | -14.14% | Partial Sell |
| 7 |  MODMODINE MANUFACTURING CO | 1.18% | 551,403 | $119.49M | -33.63% | Partial Sell |
| 8 |  AXPAMERICAN EXPRESS CO | 1.17% | 393,708 | $119.09M | -6.75% | Partial Sell |
| 9 |  AMEAMETEK INC | 1.16% | 548,597 | $117.60M | -9.60% | Partial Sell |
| 10 |  WTSWATTS WATER TECHNOLOGIES-A | 1.16% | 404,093 | $117.30M | -5.11% | Partial Sell |
FAQ
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