Filing analysis
GAMCO Investors
13F-HR · period Q4 2024 · filed Feb 13, 2025
$9.55BReported 13F value
871Positions
+46New
198Increased
403Reduced
−39Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| SNNRF | $19.06M | 0.2% |
| GEAR | $9.86M | 0.1% |
| SUM | $9.25M | 0.1% |
| FYBR Frontier Communications… | $1.81M | 0.0% |
| GPGI GPGI, Inc. | $1.46M | 0.0% |
| AHR American Healthcare REIT, Inc. | $1.15M | 0.0% |
| PTVE | $1.10M | 0.0% |
| ZUO | $1.08M | 0.0% |
| IONQ IonQ, Inc. | $1.03M | 0.0% |
| PRMB Primo Brands Corporation | $892,330 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MOD Modine Manufacturing Company | ▼ Trim | -5.8% | $139.62M |
| LBTYA Liberty Global plc | ▼ Trim | -18.1% | $28.62M |
| GATX GATX Corporation | ▼ Trim | -3.0% | $204.74M |
| LEN-B Lennar Corporation | ▼ Trim | -3.9% | $60.47M |
| TDS Telephone and Data Systems… | ▼ Trim | -1.4% | $65.33M |
| TXT Textron Inc. | ▼ Trim | -0.5% | $110.47M |
| HRI Herc Holdings Inc. | ▼ Trim | -21.4% | $212.26M |
| CR Crane Company | ▼ Trim | -3.2% | $180.51M |
| TV Grupo Televisa, S.A.B. | ▲ Add | +3.0% | $28.76M |
| FCX Freeport-McMoRan Inc. | ▲ Add | +0.1% | $38.90M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.