Gregg L. Kudisch

Gallo Partners, Lp

Assets Managed

$52.293M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 5d ago

Growth Rate

-53.86%(2Q avg: -34.64%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gallo Partners, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Gallo Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 52.293M in assets, with a quarterly growth rate of -53.86% and a 2-quarter average growth rate of -34.64%. The portfolio is managed by Gregg L. Kudisch, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MTZ Mastec Inc Recent Activity New Position	5.83%	$3.048M 9,472 shares@ $321.74 avg price	New Position
CLH Clean Harbors Inc Recent Activity New Position	5.51%	$2.881M 10,049 shares@ $286.74 avg price	New Position
HXL Hexcel Corp Recent Activity New Position	5.31%	$2.776M 34,298 shares@ $80.93 avg price	New Position
JCI Johnson Controls Internation Recent Activity Increased 11.23%	4.6%	$2.401M 18,338 shares@ $130.95 avg price	Increased 11.23%
XLE Energy Select Sector Spdr Recent Activity New Position	4.48%	$2.339M 38,177 shares@ $61.26 avg price	New Position
FIX Comfort Systems Usa Inc Recent Activity Decreased -63.87%	4.26%	$2.223M 1,612 shares@ $1379.0 avg price	Decreased -63.87%
CAT Caterpillar Inc Recent Activity Decreased -49.93%	4.17%	$2.178M 3,074 shares@ $708.47 avg price	Decreased -49.93%
ATO Atmos Energy Corp Recent Activity New Position	3.77%	$1.971M 10,671 shares@ $184.73 avg price	New Position
RBC Rbc Bearings Inc Recent Activity New Position	3.74%	$1.951M 3,592 shares@ $543.12 avg price	New Position
LHX L3harris Technologies Inc Recent Activity New Position	3.48%	$1.818M 5,268 shares@ $345.15 avg price	New Position

1-10 of 39