Gallo Partners, LP
Top Portfolio Positions
37 positions ·
$49,649,252 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MTZ |
Mastec Inc
Industrials
|
9,472 | $3,047,521 | 6.14% | |
| CLH |
Clean Harbors Inc
Industrials
|
10,049 | $2,881,349 | 5.80% | |
| HXL |
Hexcel Corp /De/
Industrials
|
34,298 | $2,775,737 | 5.59% | |
| JCI |
Johnson Controls International plc
Industrials
|
18,338 | $2,401,361 | 4.84% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
1,612 | $2,222,931 | 4.48% | |
| CAT |
Caterpillar Inc
Industrials
|
3,074 | $2,177,806 | 4.39% | |
| ATO |
Atmos Energy Corp
Utilities
|
10,671 | $1,971,147 | 3.97% | |
| RBC |
RBC Bearings INC
Industrials
|
3,592 | $1,950,887 | 3.93% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
5,268 | $1,818,250 | 3.66% | |
| WM |
Waste Management Inc
Industrials
|
7,705 | $1,770,531 | 3.57% |
Portfolio Trend
6 quarters · across all stocks
Holdings in TS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $551,720 | 9,483 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||