DOSSIER · 13F-HR · Q2 2026

Gallo Partners, LP

$45M in tracked AUM across 34 positions as of Q2 2026.

GP
CIK 0002015727 · last filed Jun 30, 2026
Total AUM
$45M
as of Q2 2026
Holdings
34
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Gallo Partners, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FIX
COMFORT SYS USA INC
$4M2K8.6%
02
ETR
ENTERGY CORP NEW
$3M29K7.3%
03
CAT
CATERPILLAR INC
$3M3K6.6%
04
RBC
RBC BEARINGS INC
$3M4K6.2%
05
NDSN
NORDSON CORP
$3M8K5.6%
06
MTZ
MASTEC INC
$2M5K4.8%
07
CLH
CLEAN HARBORS INC
$2M6K4.0%
08
DRAM
ROUNDHILL ETF TRUST
$2M24K3.9%
09
HWM
HOWMET AEROSPACE INC
$2M6K3.6%
10
MOG/A
MOOG INC
$2M4K3.6%

Filing history

2026Q2Jun 30
$45M 13.8%
34 positionsView →
2026Q1Mar 31
$52M 53.9%
39 positionsView →
2025Q4Dec 31
$113M 155.5%
36 positionsView →
2025Q3Sep 30
$44M 71.0%
18 positionsView →
2025Q2Jun 30
$153M 1.7%
48 positionsLocked
2025Q1Mar 31
$150M 10.4%
56 positionsLocked
2024Q4Dec 31
$136M
69 positionsLocked