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← GAMCO Investors Inc, its record

GAMCO Investors Inc and Woodline Partners LP: where the books meet

At Q2 2026, at least 15% of the two 13F books was the same, across 139 stocks both listed, against 3.8% at Q4 2019. 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%8%15%Q4 2019: 3.8%, 24 in bothQ1 2020: 3.4%, 34 in both20Q2 2020: 4.1%, 27 in bothQ3 2020: 3.5%, 31 in bothQ4 2020: 3.9%, 35 in bothQ1 2021: 3.7%, 37 in both21Q2 2021: 4.0%, 40 in bothQ3 2021: 6.2%, 63 in bothQ4 2021: 8.0%, 67 in bothQ1 2022: 6.8%, 70 in both22Q2 2022: 7.7%, 75 in bothQ3 2022: 8.4%, 80 in bothQ4 2022: 8.8%, 81 in bothQ1 2023: 8.6%, 84 in both23Q2 2023: 9.6%, 88 in bothQ3 2023: 8.3%, 86 in bothQ4 2023: 6.8%, 77 in bothQ1 2024: 7.3%, 74 in both24Q2 2024: 7.8%, 75 in bothQ3 2024: 7.1%, 81 in bothQ4 2024: 11%, 119 in bothQ1 2025: 13%, 124 in both25Q2 2025: 14%, 132 in bothQ3 2025: 15%, 128 in bothQ4 2025: 15%, 139 in bothQ1 2026: 15%, 135 in both26Q2 2026: 15%, 139 in both
  • Q4 2019: 3.8%, 24 in both
  • Q1 2020: 3.4%, 34 in both
  • Q2 2020: 4.1%, 27 in both
  • Q3 2020: 3.5%, 31 in both
  • Q4 2020: 3.9%, 35 in both
  • Q1 2021: 3.7%, 37 in both
  • Q2 2021: 4.0%, 40 in both
  • Q3 2021: 6.2%, 63 in both
  • Q4 2021: 8.0%, 67 in both
  • Q1 2022: 6.8%, 70 in both
  • Q2 2022: 7.7%, 75 in both
  • Q3 2022: 8.4%, 80 in both
  • Q4 2022: 8.8%, 81 in both
  • Q1 2023: 8.6%, 84 in both
  • Q2 2023: 9.6%, 88 in both
  • Q3 2023: 8.3%, 86 in both
  • Q4 2023: 6.8%, 77 in both
  • Q1 2024: 7.3%, 74 in both
  • Q2 2024: 7.8%, 75 in both
  • Q3 2024: 7.1%, 81 in both
  • Q4 2024: 11%, 119 in both
  • Q1 2025: 13%, 124 in both
  • Q2 2025: 14%, 132 in both
  • Q3 2025: 15%, 128 in both
  • Q4 2025: 15%, 139 in both
  • Q1 2026: 15%, 135 in both
  • Q2 2026: 15%, 139 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 IncWoodline Partners LP
Alphabet Class C(GOOG)0.6%Added1.1%Added
Nvidia Corp Com(NVDA)0.6%Added3.3%Added
J.p. Morgan Chase & Co(JPM)0.5%Trimmed0.6%Added
Johnson Controls Internation(JCI)0.4%Trimmed0.5%Added
Berkshire Hathaway Inc Del CL(BRK-B)0.4%Trimmed0.6%Added
Microsoft Corp(MSFT)0.4%Trimmed1.9%Added
Apple Inc(AAPL)0.3%Trimmed2.9%Added
Lilly, Eli and Company(LLY)0.3%Added0.9%Added
Disney Walt Prodtns(DIS)0.3%Added0.3%Added
Facebook Inc CL A(META)0.3%Added1.4%Added
Amazon.com Inc(AMZN)0.3%Trimmed1.8%Trimmed
Broadcom Inc(AVGO)0.2%Added1.4%Added
General Electric Co Com New(GE)0.2%Trimmed0.3%Added
Bank of America(BAC)0.2%Trimmed0.3%Added
Tesla MTRS Inc Com(TSLA)0.2%Added0.8%Added
Coca Cola Co(KO)0.2%Trimmed0.2%Added
Morgan Stanley(MS)0.2%Trimmed0.3%Added
Johnson & Johnson(JNJ)0.2%Trimmed0.8%Trimmed
Nextera Energy Inc Com(NEE)0.2%Trimmed0.2%Added
Zimmer HLDGS Inc Com(ZBH)0.2%Trimmed0.3%Added

and 119 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; Woodline Partners LP added
  • Microsoft Corp(MSFT)GAMCO Investors Inc trimmed; Woodline Partners LP added
  • Micron Technology Inc(MU)GAMCO Investors Inc started; Woodline Partners LP trimmed
  • Verizon Communications Inc(VZ)GAMCO Investors Inc trimmed; Woodline Partners LP added
  • Abbvie Inc(ABBV)GAMCO Investors Inc trimmed; Woodline Partners LP added
  • J.p. Morgan Chase & Co(JPM)GAMCO Investors Inc trimmed; Woodline Partners LP added
  • Advanced Micro Devices Inc Com(AMD)GAMCO Investors Inc added; Woodline Partners LP trimmed
  • Berkshire Hathaway Inc Del CL(BRK-B)GAMCO Investors Inc trimmed; Woodline Partners LP added
  • Home Depot Inc(HD)GAMCO Investors Inc trimmed; Woodline Partners LP added
  • Johnson Controls Internation(JCI)GAMCO Investors Inc trimmed; Woodline Partners LP added
  • Chubb Limited(CB)GAMCO Investors Inc trimmed; Woodline Partners LP added
  • Procter and Gamble Co(PG)GAMCO Investors Inc trimmed; Woodline Partners LP added
GAMCO Investors Inc: the recordWoodline Partners LP: the record

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