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9 Stocks Mario Gabelli Keeps Buying

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In this article:
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Mario Gabelli, leader of GAMCO Investors, bought shares of the following stocks in both the first and second quarters of 2019.

AAR Corp. (NYSE:AIR)

The guru increased his position by 50.77% in the first quarter and by 47.06% in the second quarter. The holding has a weight of 0.10% in the equity portfolio.

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With a market cap of $1.41 billion, the company provides services to the aviation, government and defense markets. Its revenue of $2.05 billion has grown an average 6.30% per annum over the last five years.

Ken Fisher (Trades, Portfolio) is the largest guru shareholder of the company with 2.87% of outstanding shares, followed by Mairs and Power (Trades, Portfolio) with 0.62%, Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.04% and Caxton Associates (Trades, Portfolio) with 0.03%.

Avista Corp. (NYSE:AVA)

Gabelli increased his holding by 15.12% in the first quarter and 50% in the second quarter. The position has a weight of 0.01% in the portfolio.

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The electric and natural gas utility company has a market cap of $2.99 billion. Its revenue of $1.38 billion has fallen at an average annual rate of 2.5% over the last five years.

The company's largest guru shareholder is Simons' firm with 2.0% of outstanding shares, followed by Hotchkis & Wiley with 0.56% and Robert Bruce (Trades, Portfolio) with 0.39%.

Axalta Coating Systems Ltd. (NYSE:AXTA)

The investor increased his holding by 7.31% in the first quarter and by 96.19% in the second quarter. The stock has a total weight of 0.02% in the portfolio.

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The company, which manufactures coatings for the automotive industry, has a market cap of $6.68 billion. Its revenue of $4.58 billion has grown 0.80% on average every year over the last five years.

Warren Buffett (Trades, Portfolio) is the largest guru shareholder of the company with 10.34% of outstanding shares, followed by Diamond Hill Capital (Trades, Portfolio) with 3.58% and Barrow, Hanley, Mewhinney & Strauss with 2.02%.

Berkshire Hathaway Inc. (NYSE:BRK.B)

In the first quarter, the guru increased his holding by 3.13% and by 100.95% in the second quarter. The position has a weight of 0.16% in the portfolio.

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The insurance conglomerate has a market cap of $498.57 billion. Its revenue of $255.92 billion has grown 5.20% on average every year over the last five years.

The largest guru shareholder of the company is Bill Gates (Trades, Portfolio)' foundation trust with 2.12% of outstanding shares, followed by Tom Russo (Trades, Portfolio) with 0.10%, Diamond Hill Capital with 0.10% and Chris Davis (Trades, Portfolio) with 0.07%.

Brunswick Corp. (NYSE:BC)

Gabelli increased his position by 22.37% in the first quarter and by 91.48% in the second quarter. The holding has a weight of 0.07% in the portfolio.

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The boat manufacturer has a market cap of $4.13 billion. Its revenue of $4.98 billion has grown at an average annual rate of 9.40% over the last five years.

The largest guru shareholder of the company is Steven Cohen (Trades, Portfolio) with 0.83% of outstanding shares, followed by Gabelli with 0.22%, Pioneer Investments (Trades, Portfolio) with 0.08%, Simons' firm with 0.06% and Jeremy Grantham (Trades, Portfolio) with 0.05%.

International Game Technology PLC (NYSE:IGT)

The investor increased his position by 172.48% in the first quarter and by 249.05% in the second quarter. The stock has a weight of 0.05% in the portfolio.

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The gaming technology company has a market cap of $2.89 billion. Its revenue of $4.76 billion has grown at an average rate of 2.77% per annum over the last five years.

The largest guru shareholder of the company is Cohen with 1.27% of outstanding shares, followed by Gabelli with 0.23% and Simons' firm with 0.01%.

IntriCon Corp. (NASDAQ:IIN)

The guru increased his position by 59.21% in the first quarter and by 288.1% in the second quarter. The stock has a weight of 0.02% in the portfolio.

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The company, which manufactures medical and electronics products, has a market cap of $155.78 million. Its revenue of $121.21 million has grown at an average annual rate of 6.40% over the last five years.

The company's largest guru shareholder is Mairs and Power with 2.55% of outstanding shares, followed by Ron Baron (Trades, Portfolio) with 2.09%.

Red Hat Inc. (NYSE:RHT)

Gabelli increased his holding by 407.75% in the first quarter and by 43.97% in the second quarter. The position has a weight of 0.39% in the portfolio.

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The company, which operates in the application software industry, has a market cap of $33.43 billion. Its revenue of $3.48 billion has grown 18% on average annually over the last five years.

The largest guru shareholder of the company is Buffett with 2.89% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 0.24% and John Paulson (Trades, Portfolio) with 0.24%.

Schlumberger Ltd. (NYSE:SLB)

The guru increased his holding by 4.71% in the first quarter and by 230.4% in the second quarter. The position has a weight of 0.02% in the portfolio.

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The oilfield services company has a market cap of $51.75 billion. Its revenue of $32.83 billion has declined at an average rate of 10.10% per annum over the last five years.

The company's largest guru shareholder is Dodge & Cox with 3.91% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 2.02%.

Disclosure: I do not own any stocks mentioned.

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This article first appeared on GuruFocus.