Gallo Partners, LP

13F filer · CIK 0002015727

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$45.1MU.S. long equity reported on 13F

Positions3423 new · 26 closed

Net flow last quarter-$14.3MBuys minus sells

Top 10 positions weight54.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202634 positions
FIXComfort Systems USA Inc	$3.86M	8.57%	0.01%	+20.9%	Q4 2024
ETREntergy Corp	$3.29M	7.29%	0.01%	+126.8%	Q1 2025
CATCaterpillar Inc	$2.96M	6.56%	0.00%	-9.6%	Q3 2025
RBCRBC Bearings INC	$2.81M	6.23%	0.01%	+21.5%	Q1 2026
NDSNNordson Corp	$2.53M	5.62%	0.02%	New	Q2 2026
MTZMastec Inc	$2.16M	4.78%	0.01%	-45.3%	Q3 2025
CLHClean Harbors Inc	$1.78M	3.95%	0.01%	-40.6%	Q4 2024
DRAMU.S. Gold Corp.	$1.75M	3.88%	Not reported	New	Q2 2026
HWMHowmet Aerospace Inc.	$1.63M	3.62%	0.00%	Not reported	Q1 2025
MOG.AMoog Inc.	$1.62M	3.60%	Not reported	New	Q2 2026
BWABorgwarner Inc	$1.54M	3.41%	0.01%	New	Q2 2026
ALMAlmonty Industries Inc.	$1.39M	3.09%	0.03%	New	Q2 2026
EZPWEzcorp Inc	$1.19M	2.64%	Not reported	New	Q2 2026
JBHTHunt J B Transport Services Inc	$1.19M	2.64%	0.00%	New	Q2 2026
TKRTimken Co	$1.11M	2.46%	0.01%	New	Q2 2026
ATOAtmos Energy Corp	$1.11M	2.46%	0.00%	-39.7%	Q2 2025
KNXKnight-Swift Transportation Holdings Inc.	$1.1M	2.43%	0.01%	-23.8%	Q1 2026
NVDANvidia Corp	$1.01M	2.24%	0.00%	New	Q2 2026
AMZNAmazon Com Inc	$999K	2.22%	0.00%	New	Q2 2026
NPOEnpro Inc.	$999K	2.22%	0.01%	New	Q2 2026
DHIHorton D R Inc	$984K	2.18%	0.00%	Not reported	Q3 2025
QXOQXO, Inc.	$972K	2.16%	0.01%	Not reported	Q3 2025
QQQInvesco QQQ Trust, Series 1	$802K	1.78%	Not reported	New	Q2 2026
GEGeneral Electric Co	$800K	1.77%	0.00%	Not reported	Q1 2025
GVAGranite Construction Inc	$775K	1.72%	0.01%	-64.4%	Q4 2024
AAOIApplied Optoelectronics, Inc.	$715K	1.59%	0.01%	New	Q2 2026
MYRGMyr Group Inc.	$653K	1.45%	0.01%	Not reported	Q1 2025
ATIAti Inc	$586K	1.30%	0.00%	-69.2%	Q3 2025
HUTHut 8 Corp.	$547K	1.21%	0.00%	New	Q2 2026
PHParker-Hannifin Corp	$535K	1.19%	0.00%	Not reported	Q4 2024
GMGeneral Motors Co	$518K	1.15%	0.00%	Not reported	Q3 2025
CRSCarpenter Technology Corp	$481K	1.07%	0.00%	Not reported	Q4 2024
SNDKSandisk Corp	$402K	0.89%	0.00%	-78.4%	Q1 2026
WULFTerawulf Inc.	$283K	0.63%	0.00%	New	Q2 2026
Q1 2026Reported May 15, 202637 positions
MTZMastec Inc	$3.05M	5.83%	0.01%	Not reported	Q3 2025
CLHClean Harbors Inc	$2.88M	5.51%	0.02%	Not reported	Q4 2024
HXLHexcel Corp	$2.78M	5.31%	0.05%	New	Q1 2026
JCIJohnson Controls International plc	$2.4M	4.59%	0.00%	+11.2%	Q3 2025
FIXComfort Systems USA Inc	$2.22M	4.25%	0.00%	-63.9%	Q4 2024
CATCaterpillar Inc	$2.18M	4.16%	0.00%	-49.9%	Q3 2025
ATOAtmos Energy Corp	$1.97M	3.77%	0.01%	Not reported	Q2 2025
RBCRBC Bearings INC	$1.95M	3.73%	0.01%	New	Q1 2026
LHXL3harris Technologies, Inc.	$1.82M	3.48%	0.00%	New	Q1 2026
WMWaste Management Inc	$1.77M	3.39%	0.00%	New	Q1 2026
TEXTerex Corp	$1.71M	3.26%	0.03%	New	Q1 2026
GVAGranite Construction Inc	$1.65M	3.16%	0.03%	Not reported	Q4 2024
WWDWoodward, Inc.	$1.6M	3.07%	0.01%	New	Q1 2026
LMTLockheed Martin Corp	$1.58M	3.01%	0.00%	New	Q1 2026
CMICummins Inc	$1.5M	2.88%	0.00%	-60.0%	Q4 2025
ETREntergy Corp	$1.42M	2.71%	0.00%	Not reported	Q1 2025
ATMUAtmus Filtration Technologies Inc.	$1.41M	2.70%	0.03%	New	Q1 2026
ATIAti Inc	$1.4M	2.68%	0.01%	+261.0%	Q3 2025
IBPInstalled Building Products, Inc.	$1.29M	2.46%	0.02%	-27.8%	Q4 2025
GLWCorning Inc	$1.24M	2.37%	0.00%	New	Q1 2026
KNXKnight-Swift Transportation Holdings Inc.	$1.06M	2.04%	0.01%	New	Q1 2026
FEFirstenergy Corp	$1.04M	2.00%	0.00%	Not reported	Q1 2025
TOLToll Brothers, Inc.	$1.02M	1.96%	0.01%	-61.0%	Q3 2025
CNPCenterpoint Energy Inc	$1.02M	1.96%	0.00%	Not reported	Q1 2025
RTXRTX Corp	$957K	1.83%	0.00%	New	Q1 2026
OSKOshkosh Corp	$919K	1.76%	0.01%	New	Q1 2026
LFUSLittelfuse Inc	$875K	1.67%	0.01%	New	Q1 2026
SIISprott Inc.	$813K	1.55%	0.02%	New	Q1 2026
WTTRSelect Water Solutions, Inc.	$782K	1.49%	0.13%	New	Q1 2026
CIENCiena Corp	$580K	1.11%	0.00%	New	Q1 2026
TSTenaris SA	$552K	1.06%	0.00%	New	Q1 2026
XPOXPO, Inc.	$523K	1.00%	0.00%	-88.7%	Q2 2025
SNDKSandisk Corp	$520K	1.00%	0.00%	New	Q1 2026
COHRCoherent Corp.	$392K	0.75%	0.00%	New	Q1 2026
MLIMueller Industries Inc	$308K	0.59%	0.00%	-84.3%	Q4 2024
WDCWestern Digital Corp	$246K	0.47%	0.00%	-93.5%	Q4 2025
ULSUL Solutions Inc.	$207K	0.40%	0.00%	New	Q1 2026
Q4 2025Reported Feb 17, 202635 positions
EMBJEmbraer S.A.	$5.81M	5.12%	0.01%	New	Q4 2025
PHParker-Hannifin Corp	$5.58M	4.92%	0.01%	0.0%	Q4 2024
ZWSZurn Elkay Water Solutions Corp	$5.44M	4.80%	0.07%	+76.6%	Q4 2024
AEPAmerican Electric Power Co Inc	$5.44M	4.80%	0.01%	+129.0%	Q3 2025
SPGIS&P Global Inc.	$5.4M	4.76%	0.00%	+121.7%	Q4 2024
DCIDONALDSON Co INC	$5.31M	4.68%	0.05%	New	Q4 2025
APHAmphenol Corp	$4.77M	4.21%	0.00%	+61.4%	Q4 2024
HWMHowmet Aerospace Inc.	$4.27M	3.77%	0.01%	Not reported	Q1 2025
PNRPENTAIR plc	$4.27M	3.76%	0.03%	Not reported	Q2 2025
FIXComfort Systems USA Inc	$4.16M	3.67%	0.01%	-8.2%	Q4 2024
AYIAcuity Inc. (De)	$3.99M	3.52%	0.04%	New	Q4 2025
MYRGMyr Group Inc.	$3.92M	3.46%	0.12%	Not reported	Q1 2025
CMICummins Inc	$3.57M	3.15%	0.01%	New	Q4 2025
GMGeneral Motors Co	$3.53M	3.11%	0.00%	-8.3%	Q3 2025
CATCaterpillar Inc	$3.52M	3.10%	0.00%	-43.3%	Q3 2025
CWCurtiss Wright Corp	$3.43M	3.03%	0.02%	+93.1%	Q3 2025
XPOXPO, Inc.	$3.22M	2.84%	0.02%	-22.5%	Q2 2025
ROADConstruction Partners, Inc.	$2.89M	2.55%	0.14%	+0.4%	Q4 2024
MLMMartin Marietta Materials Inc	$2.78M	2.45%	0.01%	-22.4%	Q3 2025
TOLToll Brothers, Inc.	$2.6M	2.29%	0.02%	+46.1%	Q3 2025
WDCWestern Digital Corp	$2.41M	2.12%	0.00%	New	Q4 2025
URIUnited Rentals, Inc.	$2.3M	2.03%	0.00%	-43.5%	Q2 2025
GEVGE Vernova Inc.	$2.2M	1.94%	0.00%	Not reported	Q1 2025
MLIMueller Industries Inc	$2.04M	1.80%	0.01%	Not reported	Q4 2024
JCIJohnson Controls International plc	$1.97M	1.74%	0.00%	+16.3%	Q3 2025
WCNWaste Connections, Inc.	$1.83M	1.62%	0.00%	Not reported	Q4 2024
IBPInstalled Building Products, Inc.	$1.74M	1.54%	0.02%	New	Q4 2025
TTTrane Technologies plc	$1.58M	1.39%	0.00%	Not reported	Q4 2024
REZIResideo Technologies, Inc.	$1.4M	1.23%	0.03%	New	Q4 2025
HIIHuntington Ingalls Industries, Inc.	$1.29M	1.14%	0.01%	New	Q4 2025
HBMHudbay Minerals Inc.	$1.16M	1.03%	0.01%	New	Q4 2025
IAGIamgold Corp	$982K	0.87%	0.01%	-82.3%	Q3 2025
AAAlcoa Corp	$907K	0.80%	0.01%	New	Q4 2025
ATIAti Inc	$307K	0.27%	0.00%	-89.7%	Q3 2025
LWLGLightwave Logic, Inc.	$218K	0.19%	0.05%	New	Q4 2025
Q3 2025Reported Nov 14, 202551 positions
CATCaterpillar Inc	$5.17M	3.85%	0.00%	New	Q3 2025
PHParker-Hannifin Corp	$4.82M	3.59%	0.01%	-38.6%	Q4 2024
URIUnited Rentals, Inc.	$4.8M	3.58%	0.01%	+84.5%	Q2 2025
XYLXylem Inc.	$4.75M	3.55%	0.01%	Not reported	Q1 2025
IAGIamgold Corp	$4.35M	3.24%	0.06%	New	Q3 2025
UNPUnion Pacific Corp	$4.21M	3.14%	0.00%	+61.7%	Q2 2025
BABoeing Co	$4.07M	3.04%	0.00%	New	Q3 2025
FIXComfort Systems USA Inc	$4.01M	2.99%	0.01%	-67.3%	Q4 2024
XPOXPO, Inc.	$3.95M	2.95%	0.03%	+94.4%	Q2 2025
SPXCSPX Technologies, Inc.	$3.92M	2.93%	0.04%	Not reported	Q4 2024
EMEEMCOR Group, Inc.	$3.7M	2.76%	0.01%	-58.8%	Q4 2024
MLMMartin Marietta Materials Inc	$3.62M	2.70%	0.01%	New	Q3 2025
PCGPG&E Corp	$3.58M	2.67%	0.01%	Not reported	Q4 2024
ROADConstruction Partners, Inc.	$3.37M	2.52%	0.14%	Not reported	Q4 2024
DDominion Energy, Inc	$3.14M	2.34%	0.01%	New	Q3 2025
ZWSZurn Elkay Water Solutions Corp	$3.12M	2.32%	0.04%	+17.7%	Q4 2024
MORNMorningstar, Inc.	$3.09M	2.31%	0.03%	New	Q3 2025
GMGeneral Motors Co	$2.88M	2.15%	0.01%	New	Q3 2025
LINLinde PLC	$2.75M	2.05%	0.00%	+36.3%	Q1 2025
APHAmphenol Corp	$2.71M	2.02%	0.00%	Not reported	Q4 2024
MODModine Manufacturing Co	$2.7M	2.01%	0.04%	-12.3%	Q4 2024
ROLRollins Inc	$2.58M	1.92%	0.01%	New	Q3 2025
APDAir Products & Chemicals, Inc.	$2.45M	1.82%	0.00%	-37.6%	Q2 2025
PIImpinj Inc	$2.42M	1.80%	0.04%	New	Q3 2025
DTEDte Energy Co	$2.4M	1.79%	0.01%	-54.5%	Q2 2025
DHIHorton D R Inc	$2.38M	1.78%	0.00%	New	Q3 2025
TDGTransDigm Group INC	$2.38M	1.77%	0.00%	-21.7%	Q4 2024
CRSCarpenter Technology Corp	$2.37M	1.77%	0.02%	Not reported	Q4 2024
AEPAmerican Electric Power Co Inc	$2.32M	1.73%	0.00%	New	Q3 2025
MTZMastec Inc	$2.3M	1.71%	0.01%	New	Q3 2025
SPGIS&P Global Inc.	$2.27M	1.69%	0.00%	+612.8%	Q4 2024
GEGeneral Electric Co	$2.19M	1.64%	0.00%	-60.9%	Q1 2025
STRLSterling Infrastructure, Inc.	$2.15M	1.60%	0.02%	-16.9%	Q2 2025
ATIAti Inc	$2.11M	1.57%	0.02%	New	Q3 2025
GXOGXO Logistics, Inc.	$2.1M	1.57%	0.03%	New	Q3 2025
TOLToll Brothers, Inc.	$1.82M	1.36%	0.01%	New	Q3 2025
LGNLegence Corp.	$1.76M	1.31%	Not reported	New	Q3 2025
CWCurtiss Wright Corp	$1.75M	1.31%	0.01%	New	Q3 2025
CRDOCredo Technology Group Holding Ltd	$1.75M	1.31%	0.01%	New	Q3 2025
KNFKnife River Corp	$1.63M	1.22%	0.04%	Not reported	Q4 2024
AEEAmeren Corp	$1.58M	1.18%	0.01%	New	Q3 2025
JCIJohnson Controls International plc	$1.56M	1.16%	0.00%	New	Q3 2025
MWAMueller Water Products, Inc.	$1.54M	1.15%	0.04%	New	Q3 2025
EQTEQT Corp	$1.51M	1.13%	0.00%	-50.3%	Q4 2024
GVAGranite Construction Inc	$1.51M	1.13%	0.03%	-67.6%	Q4 2024
HONHoneywell International Inc	$1.47M	1.10%	0.00%	New	Q3 2025
LEALear Corp	$1.01M	0.75%	0.02%	New	Q3 2025
AZA2z Cust2mate Solutions Corp.	$971K	0.72%	0.41%	New	Q3 2025
QXOQXO, Inc.	$970K	0.72%	0.01%	New	Q3 2025
FWRDForward Air Corp	$662K	0.49%	0.08%	New	Q3 2025

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