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GATX Corporation (NYSE:GATX) is featured on the Mario Gabelli Stock Portfolio: Top 10 Stock Picks.

GATX Corporation (NYSE:GATX) is a long-term holding of GAMCO Investors. The fund first disclosed a stake in the company back in the third quarter of 2012. This position comprised 3.7 million shares. Since then, the fund has steadily trimmed this holding. Filings for the fourth quarter of 2025 show that the fund owned 1.2 million shares in the company, down more than 2% compared to filings for the previous quarter. The firm operates as a railcar leasing company in the United States, Canada, Mexico, Europe, and India.

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Stocks

Hedge funds favor GATX Corporation (NYSE:GATX) because of its exceptionally stable operations. As of early 2026, GATX reported a 99% utilization rate for its North American rail fleet. Institutional analysts note that strong supply dynamics in the railcar market have allowed GATX to renew leases at significantly higher rates, driving organic revenue growth. A primary driver for hedge fund interest in the stock is the successful integration of the Wells Fargo railcar fleet acquisition. The addition of these assets has contributed to GATX’s 2026 guidance, which projects a 10% increase in EPS, estimated at $9.50–$10.10. By increasing its fleet size, GATX has lowered its per-unit maintenance costs as well.

While we acknowledge the potential of GATX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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