Gallo Partners, LP
BLOOMFIELD, NJ · CIK 2015727 · 13F filing filed 2026-08-13
SEC-registered investment adviser since 2024 · limited partnership
- Assets managed$179.0m
- Staff5 · 3 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds2 (2 hedge) · $31.2m gross assets
- Websitegallopartnerslp.com
- Form ADV · 2026-03-26SEC adviser record
- Legal entityGallo Partners, LP (US)
- Kindhedge funds
- Others nearbyBloomfield, NJ
As an employer
- Private fundshedge 2
$45.1m
reported value
-13.8% vs Q1 2026
34positions
54.1%in top 10
23 new
3 added
8 reduced
28 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| COMFORT SYS USA INC FIX | $3.9m8.57% | Added +337 |
| ENTERGY CORP NEW ETR | $3.3m7.29% | Added +16.0k |
| CATERPILLAR INC CAT | $3.0m6.56% | Reduced -295 |
| RBC BEARINGS INC RBC | $2.8m6.23% | Added +771 |
| NORDSON CORP NDSN | $2.5m5.62% | New |
| MASTEC INC MTZ | $2.2m4.78% | Reduced -4.3k |
| CLEAN HARBORS INC CLH | $1.8m3.95% | Reduced -4.1k |
| ROUNDHILL ETF TRUST DRAM | $1.7m3.88% | New |
| HOWMET AEROSPACE INC HWM | $1.6m3.62% | New |
| MOOG INC MOG.A | $1.6m3.60% | New |
| BORGWARNER INC BWA | $1.5m3.41% | New |
| ALMONTY INDS INC ALM | $1.4m3.09% | New |
| EZCORP INC EZPW | $1.2m2.64% | New |
| HUNT J B TRANS SVCS INC JBHT | $1.2m2.64% | New |
| TIMKEN CO TKR | $1.1m2.46% | New |
| ATMOS ENERGY CORP ATO | $1.1m2.46% | Reduced -4.2k |
| KNIGHT-SWIFT TRANSN HLDGS IN KNX | $1.1m2.43% | Reduced -4.4k |
| NVIDIA CORPORATION NVDA | $1.0m2.24% | New |
| AMAZON COM INC AMZN | $999.1k2.22% | New |
| ENPRO INC NPO | $998.9k2.22% | New |
| D R HORTON INC DHI | $984.3k2.18% | New |
| QXO INC QXO | $971.9k2.16% | New |
| INVESCO QQQ TR QQQ | $801.9k1.78% | New |
| GE AEROSPACE GE | $800.2k1.77% | New |
| GRANITE CONSTR INC GVA | $775.1k1.72% | Reduced -8.9k |
| APPLIED OPTOELECTRONICS INC AAOI | $715.0k1.59% | New |
| MYR GROUP INC DEL MYRG | $653.0k1.45% | New |
| ATI INC ATI | $586.2k1.30% | Reduced -6.7k |
| HUT 8 CORP HUT | $547.3k1.21% | New |
| PARKER-HANNIFIN CORP PH | $535.0k1.19% | New |
| GENERAL MTRS CO GM | $518.3k1.15% | New |
| CARPENTER TECHNOLOGY CORP CRS | $481.1k1.07% | New |
| SANDISK CORP SNDK | $402.4k0.89% | Reduced -642 |
| TERAWULF INC WULF | $283.1k0.63% | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| HEXCEL CORP NEW HXL | $2.8m34.3k shares |
| JOHNSON CTLS INTL PLC JCI | $2.4m18.3k shares |
| SELECT SECTOR SPDR TR XLE | $2.3m38.2k shares |
| L3HARRIS TECHNOLOGIES INC LHX | $1.8m5.3k shares |
| WASTE MGMT INC DEL WM | $1.8m7.7k shares |
| TEREX CORP NEW TEX | $1.7m28.9k shares |
| WOODWARD INC WWD | $1.6m4.5k shares |
| LOCKHEED MARTIN CORP LMT | $1.6m2.6k shares |
| CUMMINS INC CMI | $1.5m2.8k shares |
| ATMUS FILTRATION TECHNOLOGIE ATMU | $1.4m24.8k shares |
| INSTALLED BLDG PRODS INC IBP | $1.3m4.8k shares |
| CORNING INC GLW | $1.2m9.1k shares |
| FIRSTENERGY CORP FE | $1.0m20.6k shares |
| TOLL BROTHERS INC TOL | $1.0m7.5k shares |
| CENTERPOINT ENERGY INC CNP | $1.0m23.7k shares |
| RTX CORPORATION RTX | $957.0k5.0k shares |
| OSHKOSH CORP OSK | $918.9k6.2k shares |
| LITTELFUSE INC LFUS | $875.2k2.6k shares |
| SPROTT INC SII | $813.1k5.7k shares |
| SELECT WATER SOLUTIONS INC WTTR | $781.7k51.1k shares |
| CIENA CORP CIEN | $579.6k1.5k shares |
| TENARIS S A TS | $551.7k9.5k shares |
| XPO INC XPO | $522.6k2.7k shares |
| COHERENT CORP COHR | $391.9k1.6k shares |
| MUELLER INDS INC MLI | $308.2k2.8k shares |