13F-HR filed by Gallo Partners, LP
Gallo Partners, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 34 holding rows worth $45,086,812.
- Accession
- 0002015727-26-000003
- Filer
- CIK 2015727
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 34 entries on the cover page, a total value of $45,086,812 stated on the cover page (in dollars after the unit check, H1), rows summing to $45,086,812 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| COMFORT SYS USA INC COM | 199908104 | Stock | 1,949 | $3,862,821 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 28,634 | $3,288,901 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 2,779 | $2,959,357 | dollars as filed | |
| RBC BEARINGS INC COM | 75524B104 | Stock | 4,363 | $2,810,034 | dollars as filed | |
| NORDSON CORP | 655663102 | COM | 8,393 | $2,532,084 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 5,184 | $2,156,855 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 5,968 | $1,782,940 | dollars as filed | |
| ROUNDHILL ETF TRUST | 77926X320 | MEMORY ETF *A* | 23,681 | $1,748,842 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 6,074 | $1,633,055 | dollars as filed | |
| MOOG INC CL A | 615394202 | Stock | 3,828 | $1,622,459 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 23,145 | $1,536,828 | dollars as filed | |
| ALMONTY INDUSTRIES INC | 020398707 | COMMON STOCK | 84,208 | $1,394,484 | dollars as filed | |
| EZCORP INC | 302301106 | CL A NON VTG | 34,470 | $1,191,628 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 4,112 | $1,190,136 | dollars as filed | |
| TIMKEN CO | 887389104 | COM | 7,637 | $1,109,810 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 6,432 | $1,108,040 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 14,088 | $1,097,032 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 5,041 | $1,008,655 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,192 | $999,120 | dollars as filed | |
| ENPRO INC | 29355X107 | COM | 2,650 | $998,865 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 6,043 | $984,283 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 56,242 | $971,863 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,089 | $801,940 | dollars as filed | |
| General Electric Company | 369604301 | COM | 2,141 | $800,155 | dollars as filed | |
| GRANITE CONSTR INC COM | 387328107 | Stock | 4,903 | $775,066 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 4,826 | $715,021 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 1,305 | $653,022 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 2,974 | $586,176 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 4,741 | $547,325 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 547 | $535,032 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 6,724 | $518,286 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 780 | $481,136 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 177 | $402,450 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 11,462 | $283,111 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002015727-26-000003 | this filing | 2026-08-13 | acceptance time not in the bulk data set |