Filed: 5/15/2026ACC: 0002015727-26-000002
📋 What this filing means
GALLO PARTNERS, LP filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $52.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$52.29M
Total AUM (reported)
423K
Total Shares
Allocation by class
COM$43.25M82.7%
SHS$2.40M4.6%
STATE STREET ENE$2.34M4.5%
COM NEW$1.39M2.7%
CL A$1.06M2.0%
CL A COM$781.7K1.5%
SPONSORED ADS$551.7K1.1%
Portfolio Concentration
Top 3$8.70M16.6%
4–10$14.88M28.5%
11–25$20.73M39.6%
Rest$7.98M15.3%
Top 3 weight
16.6%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 423K
Sole
Full voting authority
423K
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)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
MASTEC INC
SOLEShares9.47K
TypeSH
Market value$3.05M
5.83%
Sole
9.47K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares10.05K
TypeSH
Market value$2.88M
5.51%
Sole
10.05K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares34.30K
TypeSH
Market value$2.78M
5.31%
Sole
34.30K
Shared
0.00
None
0.00
JOHNSON CONTROLS INTERNATION
SOLEShares18.34K
TypeSH
Market value$2.40M
4.59%
Sole
18.34K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares38.18K
TypeSH
Market value$2.34M
4.47%
Sole
38.18K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares1.61K
TypeSH
Market value$2.22M
4.25%
Sole
1.61K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares3.07K
TypeSH
Market value$2.18M
4.16%
Sole
3.07K
Shared
0.00
None
0.00
ATMOS ENERGY CORP
SOLEShares10.67K
TypeSH
Market value$1.97M
3.77%
Sole
10.67K
Shared
0.00
None
0.00
RBC BEARINGS INC
SOLEShares3.59K
TypeSH
Market value$1.95M
3.73%
Sole
3.59K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares5.27K
TypeSH
Market value$1.82M
3.48%
Sole
5.27K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares7.71K
TypeSH
Market value$1.77M
3.39%
Sole
7.71K
Shared
0.00
None
0.00
TEREX CORP NEW
SOLEShares28.86K
TypeSH
Market value$1.71M
3.26%
Sole
28.86K
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares13.78K
TypeSH
Market value$1.65M
3.16%
Sole
13.78K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares4.48K
TypeSH
Market value$1.60M
3.07%
Sole
4.48K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares2.61K
TypeSH
Market value$1.58M
3.01%
Sole
2.61K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares2.80K
TypeSH
Market value$1.50M
2.88%
Sole
2.80K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares12.62K
TypeSH
Market value$1.42M
2.71%
Sole
12.62K
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIE
SOLEShares24.85K
TypeSH
Market value$1.41M
2.70%
Sole
24.85K
Shared
0.00
None
0.00
ATI INC
SOLEShares9.64K
TypeSH
Market value$1.40M
2.68%
Sole
9.64K
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
SOLEShares4.85K
TypeSH
Market value$1.29M
2.46%
Sole
4.85K
Shared
0.00
None
0.00
CORNING INC
SOLEShares9.13K
TypeSH
Market value$1.24M
2.37%
Sole
9.13K
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares18.49K
TypeSH
Market value$1.06M
2.04%
Sole
18.49K
Shared
0.00
None
0.00
FIRSTENERGY CORP
SOLEShares20.62K
TypeSH
Market value$1.04M
2.00%
Sole
20.62K
Shared
0.00
None
0.00
TOLL BROTHERS INC
SOLEShares7.51K
TypeSH
Market value$1.02M
1.96%
Sole
7.51K
Shared
0.00
None
0.00
CENTERPOINT ENERGY INC
SOLEShares23.71K
TypeSH
Market value$1.02M
1.96%
Sole
23.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 9.47K | SH | $3.05M 5.83% | 9.47K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 10.05K | SH | $2.88M 5.51% | 10.05K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 34.30K | SH | $2.78M 5.31% | 34.30K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 18.34K | SH | $2.40M 4.59% | 18.34K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 38.18K | SH | $2.34M 4.47% | 38.18K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 1.61K | SH | $2.22M 4.25% | 1.61K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 3.07K | SH | $2.18M 4.16% | 3.07K | 0.00 | 0.00 |
ATMOS ENERGY CORPSOLE | COM | 10.67K | SH | $1.97M 3.77% | 10.67K | 0.00 | 0.00 |
RBC BEARINGS INCSOLE | COM | 3.59K | SH | $1.95M 3.73% | 3.59K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 5.27K | SH | $1.82M 3.48% | 5.27K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 7.71K | SH | $1.77M 3.39% | 7.71K | 0.00 | 0.00 |
TEREX CORP NEWSOLE | COM | 28.86K | SH | $1.71M 3.26% | 28.86K | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 13.78K | SH | $1.65M 3.16% | 13.78K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 4.48K | SH | $1.60M 3.07% | 4.48K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 2.61K | SH | $1.58M 3.01% | 2.61K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 2.80K | SH | $1.50M 2.88% | 2.80K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 12.62K | SH | $1.42M 2.71% | 12.62K | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIESOLE | COM | 24.85K | SH | $1.41M 2.70% | 24.85K | 0.00 | 0.00 |
ATI INCSOLE | COM | 9.64K | SH | $1.40M 2.68% | 9.64K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 4.85K | SH | $1.29M 2.46% | 4.85K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 9.13K | SH | $1.24M 2.37% | 9.13K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 18.49K | SH | $1.06M 2.04% | 18.49K | 0.00 | 0.00 |
FIRSTENERGY CORPSOLE | COM | 20.62K | SH | $1.04M 2.00% | 20.62K | 0.00 | 0.00 |
TOLL BROTHERS INCSOLE | COM | 7.51K | SH | $1.02M 1.96% | 7.51K | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | COM | 23.71K | SH | $1.02M 1.96% | 23.71K | 0.00 | 0.00 |
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