SusanneB
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 11/13/2024. Please visit our
Tracking Mario Gabelli's Gabelli Funds 13F Portfolio - Q3 2024 Update
Summary
- Gabelli Funds' 13F portfolio value increased by $13.17B to $13.87B, with top five holdings in Microsoft, Lennar, Mastercard, NextEra Energy, and American Express.
- Notable stake increases include Textron Inc., Madison Square Garden Sports, and KKR & Co., each representing less than 1% of the portfolio.
- Significant stake reductions were made in Nvidia, Mueller Industries, and Alphabet.
- The portfolio remains highly diversified with over 1100 positions.
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AMZN, META, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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