Gallo Partners, LP
Gallo Partners, LP reported 34 holdings worth US$45.1M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Gallo Partners, LP reported 34 holdings worth US$45.1M as of Jun 30, 2026. Largest: Comfort Systems Usa, Inc., Entergy Corporation and Caterpillar, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$45.1M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Comfort Systems Usa, Inc. | 1,949 | US$3.86M | 8.6% |
| Entergy Corporation | 28,634 | US$3.29M | 7.3% |
| Caterpillar, Inc. | 2,779 | US$2.96M | 6.6% |
| Rbc Bearings Incorporated | 4,363 | US$2.81M | 6.2% |
| Nordson Corporation | 8,393 | US$2.53M | 5.6% |
| Mastec, Inc. | 5,184 | US$2.16M | 4.8% |
| Clean Harbors, Inc. | 5,968 | US$1.78M | 4.0% |
| Howmet Aerospace Inc. | 6,074 | US$1.63M | 3.6% |
| Moog Inc. | 3,828 | US$1.62M | 3.6% |
| Borgwarner Inc. | 23,145 | US$1.54M | 3.4% |
| Almonty Industries Inc. | 84,208 | US$1.39M | 3.1% |
| Ezcorp, Inc. | 34,470 | US$1.19M | 2.6% |
| J.b. Hunt Transport Services, Inc. | 4,112 | US$1.19M | 2.6% |
| Timken Company (the) | 7,637 | US$1.11M | 2.5% |
| Atmos Energy Corporation | 6,432 | US$1.11M | 2.5% |
| Knight-swift Transportation Holdings Inc. | 14,088 | US$1.1M | 2.4% |
| Nvidia Corporation | 5,041 | US$1.01M | 2.2% |
| Amazon.com, Inc. | 4,192 | US$999K | 2.2% |
| Enpro Inc. | 2,650 | US$999K | 2.2% |
| D.r. Horton, Inc. | 6,043 | US$984K | 2.2% |
| Qxo, Inc. | 56,242 | US$972K | 2.2% |
| Ge Aerospace | 2,141 | US$800K | 1.8% |
| Granite Construction Incorporated | 4,903 | US$775K | 1.7% |
| Applied Optoelectronics, Inc. | 4,826 | US$715K | 1.6% |
| Myr Group, Inc. | 1,305 | US$653K | 1.4% |
| Ati Inc. | 2,974 | US$586K | 1.3% |
| Hut 8 Corp. | 4,741 | US$547K | 1.2% |
| Parker-hannifin Corporation | 547 | US$535K | 1.2% |
| General Motors Company | 6,724 | US$518K | 1.1% |
| Carpenter Technology Corporation | 780 | US$481K | 1.1% |
| Sandisk Corporation | 177 | US$402K | 0.89% |
| Terawulf Inc. | 11,462 | US$283K | 0.63% |
| Ul Solutions Inc. | 0 | US$0 | 0.00% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
| Western Digital Corporation | 0 | US$0 | 0.00% |
| Woodward, Inc. | 0 | US$0 | 0.00% |
| Xpo, Inc. | 0 | US$0 | 0.00% |
| Atmus Filtration Technologies Inc. | 0 | US$0 | 0.00% |
| Centerpoint Energy, Inc (holding Co) | 0 | US$0 | 0.00% |
| Ciena Corporation | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Cummins Inc. | 0 | US$0 | 0.00% |
| Firstenergy Corp. | 0 | US$0 | 0.00% |
| Hexcel Corporation | 0 | US$0 | 0.00% |
| Installed Building Products, Inc. | 0 | US$0 | 0.00% |
| L3harris Technologies, Inc. | 0 | US$0 | 0.00% |
| Littelfuse, Inc. | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Mueller Industries, Inc. | 0 | US$0 | 0.00% |
| Oshkosh Corporation (holding Company) | 0 | US$0 | 0.00% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Select Water Solutions, Inc. | 0 | US$0 | 0.00% |
| Sprott Inc. | 0 | US$0 | 0.00% |
| Tenaris S.a. | 0 | US$0 | 0.00% |
| Terex Corporation | 0 | US$0 | 0.00% |
| Toll Brothers, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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