§ 13F · FUND PROFILE
Gallo Partners, LP.
AUM · $133M (13F)Positions · 51Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FIX | COMFORT SYS USA INC | 2K | $4M | 8.6% | +21% |
| 2 | ETR | ENTERGY CORP NEW | 29K | $3M | 7.3% | +127% |
| 3 | CAT | CATERPILLAR INC | 3K | $3M | 6.6% | −10% |
| 4 | RBC | RBC BEARINGS INC | 4K | $3M | 6.2% | +21% |
| 5 | NDSN | NORDSON CORP | 8K | $3M | 5.6% | NEW |
| 6 | MTZ | MASTEC INC | 5K | $2M | 4.8% | −45% |
| 7 | CLH | CLEAN HARBORS INC | 6K | $2M | 4.0% | −41% |
| 8 | DRAM | ROUNDHILL ETF TRUST | 24K | $2M | 3.9% | NEW |
| 9 | HWM | HOWMET AEROSPACE INC | 6K | $2M | 3.6% | NEW |
| 10 | MOG/A | MOOG INC | 4K | $2M | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GALLO SIGNAL
AC read
Gallo Partners, LP is a Other fund managing $133 million in assets. The fund runs a portfolio of 51 positions.
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