Deere and Honeywell Lead Gabelli Funds’ $1.38B in Industrial Goods Stocks

Wall St. Watchdog reveals information regarding Gabelli Funds’ top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 111 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $1.387 billion.

  • Deere & Company (NYSE:DE): On 06/30/2011, Gabelli Funds reported holding 1,711,000 shares with a market value of $141,071,945. This comprised 0.95% of the total portfolio. On 09/30/2011, Gabelli Funds reported holding 1,742,500 shares with a market value of $112,513,224. This comprised 0.91% of the total portfolio. The net change in shares for this position over the two quarters is 31,500. About Company: Deere & Company manufactures and distributes a range of agricultural, construction and forestry, and commercial and consumer equipment. The Company supplies replacement parts for its own products and for those of other manufacturers. Deere also provides product and parts financing services.
  • Honeywell International Inc. (NYSE:HON): On 06/30/2011, Gabelli Funds reported holding 1,841,000 shares with a market value of $109,705,190. This comprised 0.74% of the total portfolio. On 09/30/2011, Gabelli Funds reported holding 1,895,500 shares with a market value of $83,231,405. This comprised 0.67% of the total portfolio. The net change in shares for this position over the two quarters is 54,500. About Company: Honeywell International Inc. is a diversified technology and manufacturing company with operations around the world. The Company provides aerospace products and services, control technologies, automotive products, and power generation systems. Honeywell also provides specialty chemicals, fibers, plastics, and electronic and advanced materials.
  • Precision Castparts Corp. (NYSE:PCP): On 06/30/2011, Gabelli Funds reported holding 536,100 shares with a market value of $88,268,862. This comprised 0.6% of the total portfolio. On 09/30/2011, Gabelli Funds reported holding 531,300 shares with a market value of $82,595,902. This comprised 0.67% of the total portfolio. The net change in shares for this position over the two quarters is -4,800. About Company: Precision Castparts Corp. is a worldwide manufacturer of complex metal components and products. The Company manufactures large, complex structural investment castings and airfoil castings used in jet aircraft engines. Precision has also expanded into the industrial gas turbine, industrial metal working tools and machines, and other metal products markets.
  • Thomas & Betts Corp. (NYSE:TNB): On 06/30/2011, Gabelli Funds reported holding 1,529,212 shares with a market value of $82,348,064. This comprised 0.56% of the total portfolio. On 09/30/2011, Gabelli Funds reported holding 1,761,037 shares with a market value of $70,282,986. This comprised 0.57% of the total portfolio. The net change in shares for this position over the two quarters is 231,825. About Company: Thomas & Betts Corporation designs, manufactures, and markets electrical and electronic connectors and components for use in assembling, maintaining, and repairing electrical, electronic, and communication systems. The Company’s products are sold worldwide through distributors, mass merchandisers, catalogs, and home centers.
  • Itt Corporation (NYSE:ITT): On 06/30/2011, Gabelli Funds reported holding 1,534,031 shares with a market value of $90,400,447. This comprised 0.61% of the total portfolio. On 09/30/2011, Gabelli Funds reported holding 1,668,031 shares with a market value of $70,057,302. This comprised 0.56% of the total portfolio. The net change in shares for this position over the two quarters is 134,000. About Company: ITT is a diversified leading manufacturer of highly engineered critical components and customized technology solutions for growing industrial end-markets in energy infrastructure, electronics, aerospace and transportation.
  • Boeing Co. (NYSE:BA): On 06/30/2011, Gabelli Funds reported holding 1,025,500 shares with a market value of $75,815,215. This comprised 0.51% of the total portfolio. On 09/30/2011, Gabelli Funds reported holding 1,105,000 shares with a market value of $66,863,548. This comprised 0.54% of the total portfolio. The net change in shares for this position over the two quarters is 79,500. About Company: The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide. The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.
  • Goodrich Corp. (NYSE:GR): On 06/30/2011, Gabelli Funds reported holding 10,000 shares with a market value of $955,000. This comprised 0.01% of the total portfolio. On 09/30/2011, Gabelli Funds reported holding 551,000 shares with a market value of $66,494,680. This comprised 0.54% of the total portfolio. The net change in shares for this position over the two quarters is 541,000. About Company: Goodrich Corporation supplies aerospace components, systems, and services to customers located worldwide. The Company manufactures various aerostructures, aircraft evacuation systems, passenger restraint systems, sensor systems, pump and engine controls, de-icing systems, and other products. Goodrich serves the commercial, military, general aviation, and space industries.
  • Ametek Inc. (NYSE:AME): On 06/30/2011, Gabelli Funds reported holding 1,700,500 shares with a market value of $76,352,453. This comprised 0.51% of the total portfolio. On 09/30/2011, Gabelli Funds reported holding 1,696,500 shares with a market value of $55,933,607. This comprised 0.45% of the total portfolio. The net change in shares for this position over the two quarters is -4,000. About Company: AMETEK, Inc. is a global manufacturer of electronic instruments and electromechanical devices. The Company manufactures advanced instruments for process, aerospace, power and industrial markets and is a supplier of electrical interconnects, specialty metals, technical motors and systems, and floor care and specialty motors.
  • Tyco International Ltd. (NYSE:TYC): On 06/30/2011, Gabelli Funds reported holding 1,229,000 shares with a market value of $60,749,470. This comprised 0.41% of the total portfolio. On 09/30/2011, Gabelli Funds reported holding 1,325,000 shares with a market value of $53,993,750. This comprised 0.44% of the total portfolio. The net change in shares for this position over the two quarters is 96,000. About Company: Tyco International Ltd. provides security products and services, fire protection and detection products and services, valves and controls, and other industrial products.
  • Flowserve Corp. (NYSE:FLS): On 06/30/2011, Gabelli Funds reported holding 630,600 shares with a market value of $69,296,634. This comprised 0.47% of the total portfolio. On 09/30/2011, Gabelli Funds reported holding 629,500 shares with a market value of $46,583,000. This comprised 0.38% of the total portfolio. The net change in shares for this position over the two quarters is -1,100. About Company: Flowserve Corporation designs, manufactures, distributes, and services industrial flow management equipment throughout the world. The Company provides pumps, valves, and mechanical seals primarily for the refinery and pipeline segments of the petroleum, chemical processing, power generation and water treatment industries.

(Note: Data regarding Gabelli Funds’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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