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Disclosery

13F-HR filed by Gallo Partners, LP

Gallo Partners, LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 39 holding rows worth $52,293,401.

Accession
0002015727-26-000002
Filer
CIK 2015727
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 39 entries on the cover page, a total value of $52,293,401 stated on the cover page (in dollars after the unit check, H1), rows summing to $52,293,401 with VALUE read as dollars as filed, 13F file number 028-25341. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
MASTEC INC COM576323109Stock9,472$3,047,521dollars as filed
CLEAN HARBORS INC COM184496107Stock10,049$2,881,350dollars as filed
HEXCEL CORP NEW428291108COM34,298$2,775,737dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock18,338$2,401,361dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS38,177$2,338,723dollars as filed
COMFORT SYS USA INC COM199908104Stock1,612$2,222,933dollars as filed
Caterpillar Inc.149123101COM3,074$2,177,807dollars as filed
ATMOS ENERGY CORP COM049560105Stock10,671$1,971,148dollars as filed
RBC BEARINGS INC COM75524B104Stock3,592$1,950,887dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock5,268$1,818,249dollars as filed
Waste Management, Inc.94106L109COM7,705$1,770,532dollars as filed
TEREX CORP NEW COM880779103Stock28,865$1,705,921dollars as filed
GRANITE CONSTR INC COM387328107Stock13,777$1,651,587dollars as filed
WOODWARD INC COM980745103Stock4,482$1,604,197dollars as filed
Lockheed Martin Corporation539830109COM2,607$1,575,645dollars as filed
CUMMINS INC COM231021106Stock2,797$1,504,842dollars as filed
ENTERGY CORP NEW COM29364G103Stock12,624$1,418,432dollars as filed
ATMUS FILTRATION TECHNOLOGIE04956D107COM24,846$1,410,508dollars as filed
ATI INC COM01741R102Stock9,642$1,402,525dollars as filed
INSTALLED BLDG PRODS INC45780R101COM4,850$1,285,978dollars as filed
CORNING INC219350105COM9,134$1,241,950dollars as filed
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A18,491$1,064,712dollars as filed
FIRSTENERGY CORP337932107COM20,623$1,044,761dollars as filed
TOLL BROTHERS INC COM889478103Stock7,507$1,024,481dollars as filed
CENTERPOINT ENERGY INC15189T107COM23,711$1,023,367dollars as filed
Raytheon Technologies Corporation75513E101COM4,961$956,977dollars as filed
OSHKOSH CORP COM688239201Stock6,242$918,884dollars as filed
LITTELFUSE INC COM537008104Stock2,579$875,185dollars as filed
SPROTT INC852066208COM NEW5,690$813,101dollars as filed
SELECT WATER SOLUTIONS INC81617J301CL A COM51,089$781,662dollars as filed
CIENA CORP COM NEW171779309Stock1,493$579,628dollars as filed
TENARIS S A SPONSORED ADS88031M109ADR9,483$551,722dollars as filed
XPO INC COM983793100Stock2,686$522,562dollars as filed
SanDisk Corporation80004C200COM819$520,345dollars as filed
COHERENT CORP COM19247G107Stock1,645$391,855dollars as filed
MUELLER INDS INC COM624756102Stock2,782$308,246dollars as filed
GLOBAL X FDS37954Y830GLOBAL X COPPER4,000$305,400dollars as filed
WESTERN DIGITAL CORP958102105COM908$245,605dollars as filed
UL SOLUTIONS INC903731107CLASS A COM SHS2,416$207,075dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002015727-26-000002this filing2026-05-15acceptance time not in the bulk data set