Institutional Fund
Gallo Partners, LP
Bloomfield, NJCIK 20157275 filings on record
Portfolio Value
$52.29M
Q1 2026
Holdings
39
Reported positions
New Buys
29
Opened this quarter
QoQ Change
-53.9%
from $113.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Mastec Inc5.8%
- Clean Harbors Inc5.5%
- Hexcel Corp New5.3%
- Johnson Ctls Intl PLC4.6%
- Select Sector Spdr Tr4.5%
- Comfort Sys USA Inc4.3%
- Other70.0%
Portfolio Holdings
39 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mastec Inc | 9.5K | $3.05M | 5.8% | +9.5K | New |
| 2 | Clean Harbors Inc | 10.0K | $2.88M | 5.5% | +10.0K | New |
| 3 | Hexcel Corp New | 34.3K | $2.78M | 5.3% | +34.3K | New |
| 4 | Johnson Ctls Intl PLC | 18.3K | $2.40M | 4.6% | +1.9K | Added |
| 5 | Select Sector Spdr Tr | 38.2K | $2.34M | 4.5% | +38.2K | New |
| 6 | Comfort Sys USA Inc | 1.6K | $2.22M | 4.3% | −2.9K | Reduced |
| 7 | Caterpillar Inc | 3.1K | $2.18M | 4.2% | −3.1K | Reduced |
| 8 | Atmos Energy Corp | 10.7K | $1.97M | 3.8% | +10.7K | New |
| 9 | Rbc Bearings Inc | 3.6K | $1.95M | 3.7% | +3.6K | New |
| 10 | L3harris Technologies Inc | 5.3K | $1.82M | 3.5% | +5.3K | New |
29 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio