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← GAMCO Investors Inc, its record

GAMCO Investors Inc and AQR Capital Management LLC: where the books meet

At Q2 2026, at least 15% of the two 13F books was the same, across 150 stocks both listed, against 13% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%9%17%Q2 2013: 13%, 135 in bothQ3 2013: 14%, 147 in bothQ4 2013: 14%, 143 in bothQ1 2014: 14%, 143 in both14Q2 2014: 14%, 140 in bothQ3 2014: 15%, 148 in bothQ4 2014: 14%, 144 in bothQ1 2015: 12%, 136 in both15Q2 2015: 13%, 147 in bothQ3 2015: 13%, 133 in bothQ4 2015: 13%, 142 in bothQ1 2016: 13%, 136 in both16Q2 2016: 13%, 126 in bothQ3 2016: 12%, 135 in bothQ4 2016: 12%, 134 in bothQ1 2017: 12%, 132 in both17Q2 2017: 12%, 132 in bothQ3 2017: 12%, 135 in bothQ4 2017: 11%, 134 in bothQ1 2018: 11%, 135 in both18Q2 2018: 10%, 134 in bothQ3 2018: 9.6%, 130 in bothQ4 2018: 10%, 142 in bothQ1 2019: 10%, 137 in both19Q2 2019: 12%, 145 in bothQ3 2019: 13%, 144 in bothQ4 2019: 12%, 148 in bothQ1 2020: 13%, 156 in both20Q2 2020: 14%, 157 in bothQ3 2020: 13%, 157 in bothQ4 2020: 13%, 158 in bothQ1 2021: 14%, 159 in both21Q2 2021: 14%, 162 in bothQ3 2021: 14%, 155 in bothQ4 2021: 14%, 149 in bothQ1 2022: 14%, 152 in both22Q2 2022: 15%, 144 in bothQ3 2022: 14%, 140 in bothQ4 2022: 14%, 147 in bothQ1 2023: 14%, 149 in both23Q2 2023: 13%, 138 in bothQ3 2023: 13%, 139 in bothQ4 2023: 13%, 137 in bothQ1 2024: 13%, 139 in both24Q2 2024: 14%, 140 in bothQ3 2024: 14%, 143 in bothQ4 2024: 14%, 143 in bothQ1 2025: 14%, 148 in both25Q2 2025: 15%, 150 in bothQ3 2025: 16%, 152 in bothQ4 2025: 16%, 157 in bothQ1 2026: 17%, 164 in both26Q2 2026: 15%, 150 in both
  • Q2 2013: 13%, 135 in both
  • Q3 2013: 14%, 147 in both
  • Q4 2013: 14%, 143 in both
  • Q1 2014: 14%, 143 in both
  • Q2 2014: 14%, 140 in both
  • Q3 2014: 15%, 148 in both
  • Q4 2014: 14%, 144 in both
  • Q1 2015: 12%, 136 in both
  • Q2 2015: 13%, 147 in both
  • Q3 2015: 13%, 133 in both
  • Q4 2015: 13%, 142 in both
  • Q1 2016: 13%, 136 in both
  • Q2 2016: 13%, 126 in both
  • Q3 2016: 12%, 135 in both
  • Q4 2016: 12%, 134 in both
  • Q1 2017: 12%, 132 in both
  • Q2 2017: 12%, 132 in both
  • Q3 2017: 12%, 135 in both
  • Q4 2017: 11%, 134 in both
  • Q1 2018: 11%, 135 in both
  • Q2 2018: 10%, 134 in both
  • Q3 2018: 9.6%, 130 in both
  • Q4 2018: 10%, 142 in both
  • Q1 2019: 10%, 137 in both
  • Q2 2019: 12%, 145 in both
  • Q3 2019: 13%, 144 in both
  • Q4 2019: 12%, 148 in both
  • Q1 2020: 13%, 156 in both
  • Q2 2020: 14%, 157 in both
  • Q3 2020: 13%, 157 in both
  • Q4 2020: 13%, 158 in both
  • Q1 2021: 14%, 159 in both
  • Q2 2021: 14%, 162 in both
  • Q3 2021: 14%, 155 in both
  • Q4 2021: 14%, 149 in both
  • Q1 2022: 14%, 152 in both
  • Q2 2022: 15%, 144 in both
  • Q3 2022: 14%, 140 in both
  • Q4 2022: 14%, 147 in both
  • Q1 2023: 14%, 149 in both
  • Q2 2023: 13%, 138 in both
  • Q3 2023: 13%, 139 in both
  • Q4 2023: 13%, 137 in both
  • Q1 2024: 13%, 139 in both
  • Q2 2024: 14%, 140 in both
  • Q3 2024: 14%, 143 in both
  • Q4 2024: 14%, 143 in both
  • Q1 2025: 14%, 148 in both
  • Q2 2025: 15%, 150 in both
  • Q3 2025: 16%, 152 in both
  • Q4 2025: 16%, 157 in both
  • Q1 2026: 17%, 164 in both
  • Q2 2026: 15%, 150 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockGAMCO Investors IncAQR Capital Management LLC
Alphabet Class C(GOOG)0.6%Added0.8%Added
Nvidia Corp Com(NVDA)0.6%Added2.6%Added
Berkshire Hathaway Inc Del CL(BRK-B)0.4%Trimmed0.4%Added
Microsoft Corp(MSFT)0.4%Trimmed1.5%Added
J.p. Morgan Chase & Co(JPM)0.5%Trimmed0.3%Added
Wells Fargo & Co New(WFC)0.4%Trimmed0.3%Added
Apple Inc(AAPL)0.3%Trimmed1.7%Added
Lilly, Eli and Company(LLY)0.3%Added0.4%Added
PNC Financial Corp(PNC)0.3%Trimmed0.4%Trimmed
Freeport Mcmoran Copper&gold C(FCX)0.4%Trimmed0.3%Added
Facebook Inc CL A(META)0.3%Added0.4%Added
Amazon.com Inc(AMZN)0.3%Trimmed1.0%Added
Broadcom Inc(AVGO)0.2%Added0.9%Added
Newmont Mining Corp Holding Co(NEM)0.4%Trimmed0.2%Trimmed
Johnson Controls Internation(JCI)0.4%Trimmed0.2%Added
Bank of New York Mellon Corp(BNY)1.3%Trimmed0.2%Added
General Electric Co Com New(GE)0.2%Trimmed0.5%Trimmed
Tesla MTRS Inc Com(TSLA)0.2%Added0.4%Added
Boeing Co(BA)0.2%Added0.2%Added
Mueller Inds Inc Com(MLI)1.7%Trimmed0.2%Trimmed

and 130 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Apple Inc(AAPL)GAMCO Investors Inc trimmed; AQR Capital Management LLC added
  • Micron Technology Inc(MU)GAMCO Investors Inc started; AQR Capital Management LLC trimmed
  • Microsoft Corp(MSFT)GAMCO Investors Inc trimmed; AQR Capital Management LLC added
  • Amazon.com Inc(AMZN)GAMCO Investors Inc trimmed; AQR Capital Management LLC added
  • Alphabet Class A(GOOGL)GAMCO Investors Inc trimmed; AQR Capital Management LLC added
  • Ge Vernova Inc(GEV)GAMCO Investors Inc trimmed; AQR Capital Management LLC added
  • Chubb Limited(CB)GAMCO Investors Inc trimmed; AQR Capital Management LLC added
  • Berkshire Hathaway Inc Del CL(BRK-B)GAMCO Investors Inc trimmed; AQR Capital Management LLC added
  • Costco WHSL Corp New(COST)GAMCO Investors Inc trimmed; AQR Capital Management LLC added
  • General MTRS Co Com(GM)GAMCO Investors Inc trimmed; AQR Capital Management LLC added
  • 80004c200(SNDK)GAMCO Investors Inc started; AQR Capital Management LLC trimmed
  • J.p. Morgan Chase & Co(JPM)GAMCO Investors Inc trimmed; AQR Capital Management LLC added
GAMCO Investors Inc: the recordAQR Capital Management LLC: the record

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