Gallo Partners, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GP Gallo Partners, LP | Institutional Filer | ▼ 53.87% | $52.3M | 39 |
Current Portfolio Holdings
Showing all 39 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MTZ | MasTec, Inc. | Industrials | 9K | $3.0M | 5.83% |
| 2 | CLH | Clean Harbors, Inc. | Industrials | 10K | $2.9M | 5.51% |
| 3 | HXL | Hexcel Corporation | Industrials | 34K | $2.8M | 5.31% |
| 4 | JCI | Johnson Controls International plc | Industrials | 18K | $2.4M | 4.59% |
| 5 | XLE | Energy Select Sector SPDR Fund | — | 38K | $2.3M | 4.47% |
| 6 | FIX | Comfort Systems USA, Inc. | Industrials | 2K | $2.2M | 4.25% |
| 7 | CAT | Caterpillar Inc. | Industrials | 3K | $2.2M | 4.16% |
| 8 | ATO | Atmos Energy Corporation | Utilities | 11K | $2.0M | 3.77% |
| 9 | RBC | RBC Bearings Incorporated | Industrials | 4K | $2.0M | 3.73% |
| 10 | LHX | L3Harris Technologies, Inc. | Industrials | 5K | $1.8M | 3.48% |
| 11 | WM | Waste Management, Inc. | Industrials | 8K | $1.8M | 3.39% |
| 12 | TEX | Terex Corporation | Industrials | 29K | $1.7M | 3.26% |
| 13 | GVA | Granite Construction Incorporated | Industrials | 14K | $1.7M | 3.16% |
| 14 | WWD | Woodward, Inc. | Industrials | 4K | $1.6M | 3.07% |
| 15 | LMT | Lockheed Martin Corporation | Industrials | 3K | $1.6M | 3.01% |
Showing 1 to 15 of 39 holdings