Holdings
Gallo Partners, LP
As of Jun 30, 2026, Gallo Partners, LP reported 32 positions worth US$42.5M. Largest: Comfort Systems Usa, Inc., Entergy Corporation and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Comfort Systems Usa, Inc. | 1,949 | US$3.86M | +337 | Jun 30, 2026 |
| Entergy Corporation | 28,634 | US$3.29M | +16,010 | Jun 30, 2026 |
| Caterpillar, Inc. | 2,779 | US$2.96M | −295 | Jun 30, 2026 |
| Rbc Bearings Incorporated | 4,363 | US$2.81M | +771 | Jun 30, 2026 |
| Nordson Corporation | 8,393 | US$2.53M | new | Jun 30, 2026 |
| Mastec, Inc. | 5,184 | US$2.16M | −4,288 | Jun 30, 2026 |
| Clean Harbors, Inc. | 5,968 | US$1.78M | −4,081 | Jun 30, 2026 |
| Howmet Aerospace Inc. | 6,074 | US$1.63M | new | Jun 30, 2026 |
| Moog Inc. | 3,828 | US$1.62M | new | Jun 30, 2026 |
| Borgwarner Inc. | 23,145 | US$1.54M | new | Jun 30, 2026 |