Gallo Partners, LP: 13F holdings
CIK 20157272026Q2
| Positions | 34 |
|---|
| Reported value | $45.1m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 34 (-5 vs prior quarter) |
|---|
| Reported value | $45.1m (-13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FIX COMFORT SYS USA INC | 1,949 | $3.9m | 8.6% |
| ETR ENTERGY CORP NEW | 28,634 | $3.3m | 7.3% |
| CAT CATERPILLAR INC | 2,779 | $3.0m | 6.6% |
| RBC RBC BEARINGS INC | 4,363 | $2.8m | 6.2% |
| NDSN NORDSON CORP | 8,393 | $2.5m | 5.6% |
| MTZ MASTEC INC | 5,184 | $2.2m | 4.8% |
| CLH CLEAN HARBORS INC | 5,968 | $1.8m | 4.0% |
| DRAM ROUNDHILL ETF TRUST | 23,681 | $1.7m | 3.9% |
| HWM HOWMET AEROSPACE INC | 6,074 | $1.6m | 3.6% |
| MOG-A MOOG INC | 3,828 | $1.6m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2015727")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples