Gallo Partners, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Gallo Partners, LP disclosed 39 US equity positions worth $52.3m in its Q1 2026 13F filing. The largest position was MTZ at 5.8% of the reported book, followed by CLH and HXL.
What did Gallo Partners, LP own in Q1 2026? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MTZ MASTEC INC | Industrials | 5.8% | $3.0m | 9,472 | – | |
| 2 | CLH CLEAN HARBORS INC | Industrials | 5.5% | $2.9m | 10,049 | – | |
| 3 | HXL HEXCEL CORP NEW | Industrials | 5.3% | $2.8m | 34,298 | – | |
| 4 | JCI JOHNSON CONTROLS INTERNATION | Industrials | 4.6% | $2.4m | 18,338 | – | |
| 5 | XLE SELECT SECTOR SPDR TR | 4.5% | $2.3m | 38,177 | – | ||
| 6 | FIX COMFORT SYS USA INC | Industrials | 4.3% | $2.2m | 1,612 | – | |
| 7 | CAT CATERPILLAR INC | Industrials | 4.2% | $2.2m | 3,074 | – | |
| 8 | ATO ATMOS ENERGY CORP | Utilities | 3.8% | $2.0m | 10,671 | – | |
| 9 | RBC RBC BEARINGS INC | Industrials | 3.7% | $2.0m | 3,592 | – | |
| 10 | LHX L3HARRIS TECHNOLOGIES INC | Industrials | 3.5% | $1.8m | 5,268 | – | |
| 11 | WM WASTE MGMT INC DEL | Industrials | 3.4% | $1.8m | 7,705 | – | |
| 12 | TEX TEREX CORP NEW | Industrials | 3.3% | $1.7m | 28,865 | – | |
| 13 | GVA GRANITE CONSTR INC | Industrials | 3.2% | $1.7m | 13,777 | – | |
| 14 | WWD WOODWARD INC | Industrials | 3.1% | $1.6m | 4,482 | – | |
| 15 | LMT LOCKHEED MARTIN CORP | Industrials | 3.0% | $1.6m | 2,607 | – | |
| 16 | CMI CUMMINS INC | Industrials | 2.9% | $1.5m | 2,797 | – | |
| 17 | ETR ENTERGY CORP NEW | Utilities | 2.7% | $1.4m | 12,624 | – | |
| 18 | ATMU ATMUS FILTRATION TECHNOLOGIE | Consumer Cyclical | 2.7% | $1.4m | 24,846 | – | |
| 19 | ATI ATI INC | Industrials | 2.7% | $1.4m | 9,642 | – | |
| 20 | IBP INSTALLED BLDG PRODS INC | Consumer Cyclical | 2.5% | $1.3m | 4,850 | – | |
| 21 | GLW CORNING INC | Technology | 2.4% | $1.2m | 9,134 | – | |
| 22 | KNX KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 2.0% | $1.1m | 18,491 | – | |
| 23 | FE FIRSTENERGY CORP | Utilities | 2.0% | $1.0m | 20,623 | – | |
| 24 | TOL TOLL BROTHERS INC | Consumer Cyclical | 2.0% | $1.0m | 7,507 | – | |
| 25 | CNP CENTERPOINT ENERGY INC | Utilities | 2.0% | $1.0m | 23,711 | – | |
| 26 | RTX RTX CORPORATION | Industrials | 1.8% | $957.0k | 4,961 | – | |
| 27 | OSK OSHKOSH CORP | Industrials | 1.8% | $918.9k | 6,242 | – | |
| 28 | LFUS LITTELFUSE INC | Technology | 1.7% | $875.2k | 2,579 | – | |
| 29 | SII SPROTT INC | Financial Services | 1.6% | $813.1k | 5,690 | – | |
| 30 | WTTR SELECT WATER SOLUTIONS INC | Energy | 1.5% | $781.7k | 51,089 | – | |
| 31 | CIEN CIENA CORP | Technology | 1.1% | $579.6k | 1,493 | – | |
| 32 | TS TENARIS S A | Energy | 1.1% | $551.7k | 9,483 | – | |
| 33 | XPO XPO INC | Industrials | 1.0% | $522.6k | 2,686 | – | |
| 34 | SNDK SANDISK CORP | Technology | 1.0% | $520.3k | 819 | – | |
| 35 | COHR COHERENT CORP | Technology | 0.7% | $391.9k | 1,645 | – | |
| 36 | MLI MUELLER INDS INC | Industrials | 0.6% | $308.2k | 2,782 | – | |
| 37 | COPX GLOBAL X FDS | 0.6% | $305.4k | 4,000 | – | ||
| 38 | WDC WESTERN DIGITAL CORP | Technology | 0.5% | $245.6k | 908 | – | |
| 39 | ULS UL SOLUTIONS INC | Industrials | 0.4% | $207.1k | 2,416 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.