StockDriftsStockDriftsTop 33 Gallo Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | 8.57% | 1.9K | $3.9M | +20.91%(+337) | $633.24(+172.82%) | 2026-06-30 | |
| ETR | ENTERGY CORP NEW | 7.29% | 28.6K | $3.3M | +126.82%(+16.01K) | $98.72(+8.30%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 6.56% | 2.8K | $3.0M | -9.60%(-295) | $432.68(+97.51%) | 2026-06-30 | |
| RBC | RBC BEARINGS INC | 6.23% | 4.4K | $2.8M | +21.46%(+771) | $511.40(+8.38%) | 2026-06-30 | |
| NDSN | NORDSON CORP | 5.62% | 8.4K | $2.5M | new | $278.93(+11.14%) | 2026-06-30 | |
| MTZ | MASTEC INC | 4.78% | 5.2K | $2.2M | -45.27%(-4.29K) | $191.62(+49.31%) | 2026-06-30 | |
| CLH | CLEAN HARBORS INC | 3.95% | 6.0K | $1.8M | -40.61%(-4.08K) | $235.93(+34.84%) | 2026-06-30 | |
| HWM | HOWMET AEROSPACE INC | 3.62% | 6.1K | $1.6M | new | $119.55(+136.57%) | 2026-06-30 | |
| MOG.A | MOOG INC | 3.6% | 3.8K | $1.6M | new | $353.83(+20.72%) | 2026-06-30 | |
| BWA | BORGWARNER INC | 3.41% | 23.1K | $1.5M | new | $59.48(+15.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.07% |
Gallo Partners LP reports $45.09M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are FIX (8.6%), ETR (7.3%) and CAT (6.6%). The top 20 holdings account for 78.21% of reported assets. Its disclosed equity book has returned +39.62% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gallo Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2015727). View Gallo Partners LP’s 13F filings on SEC