Filed: 2/17/2026ACC: 0002015727-26-000001
📋 What this filing means
GALLO PARTNERS, LP filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $113.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$113.35M
Total AUM (reported)
951.55K
Total Shares
Allocation by class
COM$84.94M74.9%
SHS$7.82M6.9%
RUSSELL 2000 ETF$7.12M6.3%
SPONSORED ADS$5.81M5.1%
CL A$4.77M4.2%
COM CL A$2.89M2.6%
Portfolio Concentration
Top 3$18.51M16.3%
4–10$34.89M30.8%
11–25$46.56M41.1%
Rest$13.39M11.8%
Top 3 weight
16.3%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 951.55K
Sole
Full voting authority
951.55K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
ISHARES TR
SOLEShares28.91K
TypeSH
Market value$7.12M
6.28%
Sole
28.91K
Shared
0.00
None
0.00
EMBRAER S.A.
SOLEShares90.22K
TypeSH
Market value$5.81M
5.12%
Sole
90.22K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares6.35K
TypeSH
Market value$5.58M
4.92%
Sole
6.35K
Shared
0.00
None
0.00
ZURN ELKAY WATER SOLNS CORP
SOLEShares116.95K
TypeSH
Market value$5.44M
4.80%
Sole
116.95K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares47.14K
TypeSH
Market value$5.44M
4.80%
Sole
47.14K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares10.33K
TypeSH
Market value$5.40M
4.76%
Sole
10.33K
Shared
0.00
None
0.00
DONALDSON INC
SOLEShares59.87K
TypeSH
Market value$5.31M
4.68%
Sole
59.87K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares35.31K
TypeSH
Market value$4.77M
4.21%
Sole
35.31K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares20.82K
TypeSH
Market value$4.27M
3.77%
Sole
20.82K
Shared
0.00
None
0.00
PENTAIR PLC
SOLEShares40.98K
TypeSH
Market value$4.27M
3.76%
Sole
40.98K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares4.46K
TypeSH
Market value$4.16M
3.67%
Sole
4.46K
Shared
0.00
None
0.00
ACUITY INC
SOLEShares11.08K
TypeSH
Market value$3.99M
3.52%
Sole
11.08K
Shared
0.00
None
0.00
MYR GROUP INC DEL
SOLEShares17.96K
TypeSH
Market value$3.92M
3.46%
Sole
17.96K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares7K
TypeSH
Market value$3.57M
3.15%
Sole
7K
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares43.41K
TypeSH
Market value$3.53M
3.11%
Sole
43.41K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares6.14K
TypeSH
Market value$3.52M
3.10%
Sole
6.14K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP
SOLEShares6.23K
TypeSH
Market value$3.43M
3.03%
Sole
6.23K
Shared
0.00
None
0.00
XPO INC
SOLEShares23.68K
TypeSH
Market value$3.22M
2.84%
Sole
23.68K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares26.65K
TypeSH
Market value$2.89M
2.55%
Sole
26.65K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares4.46K
TypeSH
Market value$2.78M
2.45%
Sole
4.46K
Shared
0.00
None
0.00
TOLL BROTHERS INC
SOLEShares19.23K
TypeSH
Market value$2.60M
2.29%
Sole
19.23K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares13.98K
TypeSH
Market value$2.41M
2.12%
Sole
13.98K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares2.84K
TypeSH
Market value$2.30M
2.03%
Sole
2.84K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares3.37K
TypeSH
Market value$2.20M
1.94%
Sole
3.37K
Shared
0.00
None
0.00
MUELLER INDS INC
SOLEShares17.75K
TypeSH
Market value$2.04M
1.80%
Sole
17.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUSSELL 2000 ETF | 28.91K | SH | $7.12M 6.28% | 28.91K | 0.00 | 0.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 90.22K | SH | $5.81M 5.12% | 90.22K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 6.35K | SH | $5.58M 4.92% | 6.35K | 0.00 | 0.00 |
ZURN ELKAY WATER SOLNS CORPSOLE | COM | 116.95K | SH | $5.44M 4.80% | 116.95K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 47.14K | SH | $5.44M 4.80% | 47.14K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 10.33K | SH | $5.40M 4.76% | 10.33K | 0.00 | 0.00 |
DONALDSON INCSOLE | COM | 59.87K | SH | $5.31M 4.68% | 59.87K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 35.31K | SH | $4.77M 4.21% | 35.31K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 20.82K | SH | $4.27M 3.77% | 20.82K | 0.00 | 0.00 |
PENTAIR PLCSOLE | SHS | 40.98K | SH | $4.27M 3.76% | 40.98K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 4.46K | SH | $4.16M 3.67% | 4.46K | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 11.08K | SH | $3.99M 3.52% | 11.08K | 0.00 | 0.00 |
MYR GROUP INC DELSOLE | COM | 17.96K | SH | $3.92M 3.46% | 17.96K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 7K | SH | $3.57M 3.15% | 7K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 43.41K | SH | $3.53M 3.11% | 43.41K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 6.14K | SH | $3.52M 3.10% | 6.14K | 0.00 | 0.00 |
CURTISS WRIGHT CORPSOLE | COM | 6.23K | SH | $3.43M 3.03% | 6.23K | 0.00 | 0.00 |
XPO INCSOLE | COM | 23.68K | SH | $3.22M 2.84% | 23.68K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | COM CL A | 26.65K | SH | $2.89M 2.55% | 26.65K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 4.46K | SH | $2.78M 2.45% | 4.46K | 0.00 | 0.00 |
TOLL BROTHERS INCSOLE | COM | 19.23K | SH | $2.60M 2.29% | 19.23K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 13.98K | SH | $2.41M 2.12% | 13.98K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 2.84K | SH | $2.30M 2.03% | 2.84K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3.37K | SH | $2.20M 1.94% | 3.37K | 0.00 | 0.00 |
MUELLER INDS INCSOLE | COM | 17.75K | SH | $2.04M 1.80% | 17.75K | 0.00 | 0.00 |
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