Gallo Partners, LP
SEC Form 13F institutional filer · CIK 0002015727
13F-HR · 18 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
77.4%
Gallo Partners, LP — $26.6M AUM allocation strategy
Gallo Partners, LP files SEC Form 13F and reports $26.6M of long US equity value across 18 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 59.5%, followed by Utilities 20.5% and Information Technology 11.2%.
The top 10 holdings account for 77% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Gallo Partners, LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$26.6M
total across 18 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
77% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$WDC −13.1K sh · −$2.16M−$CAT −3.07K sh · −$1.34M−$FIX −2.85K sh · −$1.94M
Exited to nil (held last quarter, gone now)
$IWM ($7.12M last qtr)$PH ($5.58M last qtr)$AEP ($5.44M last qtr)$SPGI ($5.4M last qtr)$APH ($4.77M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Construction Machinery & Heavy Transportation Equipment19.1%—
- Aerospace & Defense16.3%—
- Electric Utilities9.3%—
- Building Products9.0%—
- Construction & Engineering8.4%—
- Gas Utilities7.4%—
- Environmental & Facilities Services6.7%—
- Electronic Components6.1%—
- Other holdings17.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CMI | Cummins Inc | 27.6K | $2.92M | +20.6K | 11.0% |
| $JCI | Johnson Controls International plc | 18.3K | $2.4M | +1.85K | 9.0% |
| $FIX | Comfort Systems USA Inc | 1.61K | $2.22M | -2.85K | 8.4% |
| $CAT | Caterpillar Inc | 3.07K | $2.18M | -3.07K | 8.2% |
| $ATO | Atmos Energy Corporation | 10.7K | $1.97M | — | 7.4% |
| $LHX | L3Harris Technologies Inc | 5.27K | $1.82M | — | 6.8% |
| $WM | Waste Management Inc | 7.71K | $1.77M | — | 6.7% |
| $LMT | Lockheed Martin Corporation | 2.61K | $1.58M | — | 5.9% |
| $ETR | Entergy Corporation | 12.6K | $1.42M | — | 5.3% |
…and 9 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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