Gallo Partners, LP
- SEC CIK
- 0002015727
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 34
- −5 vs. Q1 2026
- Portfolio value
- $45.1M
- −$7.21M (−13.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FIXComfort Systems USA Inc | COM | 1,949 | $3.86M | 8.6% | +337+20.9% | Added | History |
| ETREntergy Corp | COM | 28,634 | $3.29M | 7.3% | +16,010+126.8% | Added | History |
| CATCaterpillar Inc | Stock | 2,779 | $2.96M | 6.6% | −295−9.6% | Reduced | History |
| RBCRBC Bearings INC | COM | 4,363 | $2.81M | 6.2% | +771+21.5% | Added | History |
| NDSNNordson Corp | COM | 8,393 | $2.53M | 5.6% | +8,393 | New | History |
| MTZMastec Inc | COM | 5,184 | $2.16M | 4.8% | −4,288−45.3% | Reduced | History |
| CLHClean Harbors Inc | COM | 5,968 | $1.78M | 4.0% | −4,081−40.6% | Reduced | History |
| Roundhill ETF Trust77926X320 | MEMORY ETF | 23,681 | $1.75M | 3.9% | +23,681 | New | – |
| HWMHowmet Aerospace Inc. | Stock | 6,074 | $1.63M | 3.6% | +6,074 | New | History |
| MOG.AMoog Inc. | CL A | 3,828 | $1.62M | 3.6% | +3,828 | New | History |
| BWABorgwarner Inc | COM | 23,145 | $1.54M | 3.4% | +23,145 | New | History |
| ALMAlmonty Industries Inc. | COM NEW | 84,208 | $1.39M | 3.1% | +84,208 | New | History |
| EZPWEzcorp Inc | CL A NON VTG | 34,470 | $1.19M | 2.6% | +34,470 | New | History |
| JBHTHunt J B Transport Services Inc | COM | 4,112 | $1.19M | 2.6% | +4,112 | New | History |
| TKRTimken Co | COM | 7,637 | $1.11M | 2.5% | +7,637 | New | History |
| ATOAtmos Energy Corp | COM | 6,432 | $1.11M | 2.5% | −4,239−39.7% | Reduced | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 14,088 | $1.10M | 2.4% | −4,403−23.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 5,041 | $1.01M | 2.2% | +5,041 | New | History |
| AMZNAmazon Com Inc | Stock | 4,192 | $999.1K | 2.2% | +4,192 | New | History |
| NPOEnpro Inc. | COM | 2,650 | $998.9K | 2.2% | +2,650 | New | History |
| DHIHorton D R Inc | COM | 6,043 | $984.3K | 2.2% | +6,043 | New | History |
| QXOQXO, Inc. | COM NEW | 56,242 | $971.9K | 2.2% | +56,242 | New | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,089 | $801.9K | 1.8% | +1,089 | New | – |
| GEGeneral Electric Co | Stock | 2,141 | $800.2K | 1.8% | +2,141 | New | History |
| GVAGranite Construction Inc | COM | 4,903 | $775.1K | 1.7% | −8,874−64.4% | Reduced | History |
| AAOIApplied Optoelectronics, Inc. | COM | 4,826 | $715.0K | 1.6% | +4,826 | New | History |
| MYRGMyr Group Inc. | COM | 1,305 | $653.0K | 1.4% | +1,305 | New | History |
| ATIAti Inc | Stock | 2,974 | $586.2K | 1.3% | −6,668−69.2% | Reduced | History |
| HUTHut 8 Corp. | COM | 4,741 | $547.3K | 1.2% | +4,741 | New | History |
| PHParker-Hannifin Corp | Stock | 547 | $535.0K | 1.2% | +547 | New | History |
| GMGeneral Motors Co | COM | 6,724 | $518.3K | 1.1% | +6,724 | New | History |
| CRSCarpenter Technology Corp | COM | 780 | $481.1K | 1.1% | +780 | New | History |
| SNDKSandisk Corp | COM | 177 | $402.4K | 0.9% | −642−78.4% | Reduced | History |
| WULFTerawulf Inc. | COM | 11,462 | $283.1K | 0.6% | +11,462 | New | History |
Sold out since Q1 2026 (28)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HXLHexcel Corp | COM | 34,298 | $2.78M | 5.3% | History |
| JCIJohnson Controls International plc | Stock | 18,338 | $2.40M | 4.6% | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 38,177 | $2.34M | 4.5% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 5,268 | $1.82M | 3.5% | History |
| WMWaste Management Inc | Stock | 7,705 | $1.77M | 3.4% | History |
| TEXTerex Corp | Stock | 28,865 | $1.71M | 3.3% | History |
| WWDWoodward, Inc. | COM | 4,482 | $1.60M | 3.1% | History |
| LMTLockheed Martin Corp | Stock | 2,607 | $1.58M | 3.0% | History |
| CMICummins Inc | Stock | 2,797 | $1.50M | 2.9% | History |
| ATMUAtmus Filtration Technologies Inc. | COM | 24,846 | $1.41M | 2.7% | History |
| IBPInstalled Building Products, Inc. | COM | 4,850 | $1.29M | 2.5% | History |
| GLWCorning Inc | COM | 9,134 | $1.24M | 2.4% | History |
| FEFirstenergy Corp | COM | 20,623 | $1.04M | 2.0% | History |
| TOLToll Brothers, Inc. | COM | 7,507 | $1.02M | 2.0% | History |
| CNPCenterpoint Energy Inc | COM | 23,711 | $1.02M | 2.0% | History |
| RTXRTX Corp | Stock | 4,961 | $957.0K | 1.8% | History |
| OSKOshkosh Corp | COM | 6,242 | $918.9K | 1.8% | History |
| LFUSLittelfuse Inc | COM | 2,579 | $875.2K | 1.7% | History |
| SIISprott Inc. | COM NEW | 5,690 | $813.1K | 1.6% | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 51,089 | $781.7K | 1.5% | History |
| CIENCiena Corp | COM NEW | 1,493 | $579.6K | 1.1% | History |
| TSTenaris SA | SPONSORED ADS | 9,483 | $551.7K | 1.1% | History |
| XPOXPO, Inc. | COM | 2,686 | $522.6K | 1.0% | History |
| COHRCoherent Corp. | COM | 1,645 | $391.9K | 0.7% | History |
| MLIMueller Industries Inc | COM | 2,782 | $308.2K | 0.6% | History |
| Global X FDS37954Y830 | GLOBAL X COPPER | 4,000 | $305.4K | 0.6% | – |
| WDCWestern Digital Corp | COM | 908 | $245.6K | 0.5% | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 2,416 | $207.1K | 0.4% | History |