GALLO PARTNERS, LP
GALLO PARTNERS, LP runs GALLO PARTNERS, LP and currently holds 34 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $45.09M. Their top holdings are FIX, ETR, CAT, RBC, NDSN. The top five represent 34.3% of reported portfolio weight. GALLO PARTNERS, LP ranks #757 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GALLO PARTNERS, LP initiated 18 new positions. They added to 7 existing positions. They trimmed 8 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
34 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
FIX COMFORT SYS USA INC | 8.57% | $786.19 | $1,655.19 | +110.53% | Added +20.91% |
ETR ENTERGY CORP NEW | 7.29% | $113.76 | $104.61 | -8.04% | Added +126.82% |
CAT CATERPILLAR INC | 6.56% | $477.15 | $827.65 | +73.46% | Trimmed -9.60% |
RBC RBC BEARINGS INC | 6.23% | $560.96 | $505.61 | -9.87% | Added +21.46% |
NDSN NORDSON CORP | 5.62% | $301.69 | $332.24 | +10.13% | New Buy |
MTZ MASTEC INC | 4.78% | $321.74 | $266.35 | -17.21% | Trimmed -45.27% |
CLH CLEAN HARBORS INC | 3.95% | $286.73 | $315.95 | +10.19% | Trimmed -40.61% |
DR DRAM ROUNDHILL ETF TRUST | 3.88% | $73.85 | $57.72 | -21.84% | New Buy |
HWM HOWMET AEROSPACE INC | 3.62% | $268.86 | $271.71 | +1.06% | Added +100.00% |
MOG-A MOOG INC | 3.60% | $423.84 | $389.29 | -8.15% | New Buy |
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