Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gallo Partners, LP (CIK 2015727) reported $52.3M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MTZ ($3.0M, 5.83%), CLH ($2.9M, 5.51%), HXL ($2.8M, 5.31%), JCI ($2.4M, 4.59%), XLE ($2.3M, 4.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | $3.0M | 5.83% | 9,472 | New |
| 2 | CLH | CLEAN HARBORS INC | $2.9M | 5.51% | 10,049 | New |
| 3 | HXL | HEXCEL CORP NEW | $2.8M | 5.31% | 34,298 | New |
| 4 | JCI | JOHNSON CONTROLS INTERNATION | $2.4M | 4.59% | 18,338 | Added |
| 5 | XLE | SELECT SECTOR SPDR TR | $2.3M | 4.47% | 38,177 | New |
| 6 | FIX | COMFORT SYS USA INC | $2.2M | 4.25% | 1,612 | Trimmed |
| 7 | CAT | CATERPILLAR INC | $2.2M | 4.16% | 3,074 | Trimmed |
| 8 | ATO | ATMOS ENERGY CORP | $2.0M | 3.77% | 10,671 | New |
| 9 | RBC | RBC BEARINGS INC | $2.0M | 3.73% | 3,592 | New |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC | $1.8M | 3.48% | 5,268 | New |
| 11 | WM | WASTE MGMT INC DEL | $1.8M | 3.39% | 7,705 | New |
| 12 | TEX | TEREX CORP NEW | $1.7M | 3.26% | 28,865 | New |
| 13 | GVA | GRANITE CONSTR INC | $1.7M | 3.16% | 13,777 | New |
| 14 | WWD | WOODWARD INC | $1.6M | 3.07% | 4,482 | New |
| 15 | LMT | LOCKHEED MARTIN CORP | $1.6M | 3.01% | 2,607 | New |
| 16 | CMI | CUMMINS INC | $1.5M | 2.88% | 2,797 | Trimmed |
| 17 | ETR | ENTERGY CORP NEW | $1.4M | 2.71% | 12,624 | New |
| 18 | ATMU | ATMUS FILTRATION TECHNOLOGIE | $1.4M | 2.70% | 24,846 | New |
| 19 | ATI | ATI INC | $1.4M | 2.68% | 9,642 | Added |
| 20 | IBP | INSTALLED BLDG PRODS INC | $1.3M | 2.46% | 4,850 | Trimmed |
| 21 | GLW | CORNING INC | $1.2M | 2.37% | 9,134 | New |
| 22 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1.1M | 2.04% | 18,491 | New |
| 23 | FE | FIRSTENERGY CORP | $1.0M | 2.00% | 20,623 | New |
| 24 | TOL | TOLL BROTHERS INC | $1.0M | 1.96% | 7,507 | Trimmed |
| 25 | CNP | CENTERPOINT ENERGY INC | $1.0M | 1.96% | 23,711 | New |
Source: SEC Form 13F filings · as of 2026-03-31