Tracking Mario Gabelli's Gabelli Funds 13F Portfolio - Q4 2024 Update

2025-02-23 23:59:00 ET

Summary

• Gabelli Funds' 13F portfolio value decreased from $13.87B to $13.32B, with top holdings in Microsoft, Mastercard, Alphabet, Nvidia, and Ametek.
• Large ~80% stake increase in Alphabet during the quarter.
• Reductions observed in Microsoft, Mastercard, Ametek, American Express, NextEra Energy, GATX, Amazon, Sony, Apple, Deere, Crane, Newmont, Genuine Parts, and Diageo.
• The top five holdings are Microsoft, Mastercard, Alphabet, Nvidia, and Ametek.

This article is part of a series that provides an ongoing analysis of the changes made to Gabelli Funds’ 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 02/13/2025. Please visit our Tracking Mario Gabelli’s Gabelli Funds 13F Portfolio series to get an idea of their investment philosophy and our last update for the fund’s moves during Q3 2024....

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