Investor
Gallo Partners, LP
CIK 0002015727 · filed 2026-05-15 · SEC filing
13F book
$52.3M
Positions
39
29 new · 26 sold
Largest name
5.8%
Mastec Inc · MTZ
Est. mark
$1.75M
Price effect on 10 names still held. Flow −$62.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Mastec Inc | MTZ | 9.47K | $3.05M | 5.8% | — | New |
| Clean Harbors Inc | CLH | 10K | $2.88M | 5.5% | — | New |
| Hexcel Corp New | — | 34.3K | $2.78M | 5.3% | — | New |
| Johnson Ctls Intl Plc | — | 18.3K | $2.4M | 4.6% | $184.7K | Added$426.9K |
| Select Sector Spdr Tr | — | 38.2K | $2.34M | 4.5% | — | New |
| Comfort Sys Usa Inc | — | 1.61K | $2.22M | 4.3% | $718.5K | Cut−$1.94M |
| Caterpillar Inc | CAT | 3.07K | $2.18M | 4.2% | $416.8K | Cut−$1.34M |
| Atmos Energy Corp | ATO | 10.7K | $1.97M | 3.8% | — | New |
| Rbc Bearings Inc | RBC | 3.59K | $1.95M | 3.7% | — | New |
| L3harris Technologies Inc | — | 5.27K | $1.82M | 3.5% | — | New |
| Waste Mgmt Inc Del | — | 7.71K | $1.77M | 3.4% | — | New |
| Terex Corp New | — | 28.9K | $1.71M | 3.3% | — | New |
| Granite Constr Inc | — | 13.8K | $1.65M | 3.2% | — | New |
| Woodward, Inc. | WWD | 4.48K | $1.6M | 3.1% | — | New |
| Lockheed Martin Corp | LMT | 2.61K | $1.58M | 3.0% | — | New |
| Cummins Inc | CMI | 2.8K | $1.5M | 2.9% | $77.1K | Cut−$2.07M |
| Entergy Corp New | — | 12.6K | $1.42M | 2.7% | — | New |
| Atmus Filtration Technologie | — | 24.8K | $1.41M | 2.7% | — | New |
| Ati Inc | ATI | 9.64K | $1.4M | 2.7% | $82K | Added$1.1M |
| Installed Bldg Prods Inc | — | 4.85K | $1.29M | 2.5% | $27.9K | Cut−$456.3K |
| Corning Inc | — | 9.13K | $1.24M | 2.4% | — | New |
| Knight-Swift Transn Hldgs In | — | 18.5K | $1.06M | 2.0% | — | New |
| Firstenergy Corp | FE | 20.6K | $1.04M | 2.0% | — | New |
| Toll Brothers, Inc. | TOL | 7.51K | $1.02M | 2.0% | $9.38K | Cut−$1.58M |
| Centerpoint Energy Inc | CNP | 23.7K | $1.02M | 2.0% | — | New |
| RTX Corp | RTX | 4.96K | $957K | 1.8% | — | New |
| Oshkosh Corp | OSK | 6.24K | $918.9K | 1.8% | — | New |
| Littelfuse Inc | — | 2.58K | $875.2K | 1.7% | — | New |
| Sprott Inc. | SII | 5.69K | $813.1K | 1.6% | — | New |
| Select Water Solutions, Inc. | WTTR | 51.1K | $781.7K | 1.5% | — | New |
| Ciena Corp | CIEN | 1.49K | $579.6K | 1.1% | — | New |
| Tenaris S A | — | 9.48K | $551.7K | 1.1% | — | New |
| XPO, Inc. | XPO | 2.69K | $522.6K | 1.0% | $157.5K | Cut−$2.7M |
| Sandisk Corp | SNDK | 819 | $520.3K | 1.0% | — | New |
| Coherent Corp. | COHR | 1.65K | $391.9K | 0.7% | — | New |
| Mueller Inds Inc | — | 2.78K | $308.2K | 0.6% | −$11.1K | Cut−$1.73M |
| Global X Fds | — | 4K | $305.4K | 0.6% | — | New |
| Western Digital Corp | WDC | 908 | $245.6K | 0.5% | $89.2K | Cut−$2.16M |
| UL Solutions Inc. | ULS | 2.42K | $207.1K | 0.4% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.