Gallo Partners, LP
39 holdingsFiling period: 2026-03-31Current AUM: $54.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | 9.5K | $3.0M | $2.5M | 4.55% | -- | 2026-03-31 |
| 2 | CLH | CLEAN HARBORS INC | 10.0K | $2.9M | $3.1M | 5.74% | -- | 2026-03-31 |
| 3 | HXL | HEXCEL CORP NEW | 34.3K | $2.8M | $3.5M | 6.44% | -- | 2026-03-31 |
| 4 | — | JOHNSON CONTROLS INTERNATION | 18.3K | $2.4M | $2.4M | 4.38% | +1.9K | 2026-03-31 |
| 5 | XLE | SELECT SECTOR SPDR TR | 38.2K | $2.3M | $2.3M | 4.15% | -- | 2026-03-31 |
| 6 | FIX | COMFORT SYS USA INC | 1.6K | $2.2M | $2.8M | 5.09% | -2,850 | 2026-03-31 |
| 7 | CAT | CATERPILLAR INC | 3.1K | $2.2M | $2.5M | 4.57% | -3,066 | 2026-03-31 |
| 8 | ATO | ATMOS ENERGY CORP | 10.7K | $2.0M | $1.8M | 3.36% | -- | 2026-03-31 |
| 9 | RBC | RBC BEARINGS INC | 3.6K | $1.9M | $2.0M | 3.61% | -- | 2026-03-31 |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC | 5.3K | $1.8M | $1.5M | 2.66% | -- | 2026-03-31 |
| 11 | WM | WASTE MGMT INC DEL | 7.7K | $1.8M | $1.7M | 3.18% | -- | 2026-03-31 |
| 12 | TEX | TEREX CORP NEW | 28.9K | $1.7M | $1.8M | 3.31% | -- | 2026-03-31 |
| 13 | GVA | GRANITE CONSTR INC | 13.8K | $1.7M | $1.7M | 3.04% | -- | 2026-03-31 |
| 14 | WWD | WOODWARD INC | 4.5K | $1.6M | $1.6M | 2.95% | -- | 2026-03-31 |
| 15 | LMT | LOCKHEED MARTIN CORP | 2.6K | $1.6M | $1.5M | 2.77% | -- | 2026-03-31 |
| 16 | CMI | CUMMINS INC | 2.8K | $1.5M | $1.8M | 3.24% | -4,198 | 2026-03-31 |
| 17 | ETR | ENTERGY CORP NEW | 12.6K | $1.4M | $1.4M | 2.48% | -- | 2026-03-31 |
| 18 | ATMU | ATMUS FILTRATION TECHNOLOGIE | 24.8K | $1.4M | $1.3M | 2.34% | -- | 2026-03-31 |
| 19 | ATI | ATI INC | 9.6K | $1.4M | $1.8M | 3.30% | +7.0K | 2026-03-31 |
| 20 | IBP | INSTALLED BLDG PRODS INC | 4.8K | $1.3M | $1.1M | 1.97% | -1,867 | 2026-03-31 |
| 21 | GLW | CORNING INC | 9.1K | $1.2M | $1.3M | 2.30% | -- | 2026-03-31 |
| 22 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 18.5K | $1.1M | $1.3M | 2.34% | -- | 2026-03-31 |
| 23 | FE | FIRSTENERGY CORP | 20.6K | $1.0M | $996K | 1.82% | -- | 2026-03-31 |
| 24 | TOL | TOLL BROTHERS INC | 7.5K | $1.0M | $1.1M | 2.00% | -11,727 | 2026-03-31 |
| 25 | CNP | CENTERPOINT ENERGY INC | 23.7K | $1.0M | $996K | 1.82% | -- | 2026-03-31 |
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