Gallo Partners, LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ISHARES TR	—	$7.12M	28,910	6.3%
EMBRAER S.A.EMBJ	ADR	$5.81M	90,224	5.1%
Parker-Hannifin Corp	—	$5.58M	6,351	4.9%
Zurn Elkay Water Solutions Corp	—	$5.44M	116,955	4.8%
AMERICAN ELECTRIC POWER CO INC	—	$5.44M	47,139	4.8%
S&P Global Inc.	—	$5.40M	10,334	4.8%
DONALDSON Co INC	—	$5.31M	59,871	4.7%
AMPHENOL CORP /DE	—	$4.77M	35,315	4.2%
Howmet Aerospace Inc.	—	$4.27M	20,823	3.8%
PENTAIR plc	—	$4.27M	40,980	3.8%
Comfort Systems USA Inc	—	$4.16M	4,462	3.7%
Acuity Inc	—	$3.99M	11,084	3.5%
MYR Group Inc.	—	$3.92M	17,956	3.5%
CUMMINS INC	—	$3.57M	6,995	3.1%
General Motors Co	—	$3.53M	43,411	3.1%
CATERPILLAR INC	—	$3.52M	6,140	3.1%
CURTISS WRIGHT CORP	—	$3.43M	6,230	3.0%
XPO Inc	—	$3.22M	23,684	2.8%
CONSTRUCTION PARTNERS INC	—	$2.89M	26,647	2.6%
MARTIN MARIETTA MATERIALS INC	—	$2.78M	4,460	2.4%
Toll Brothers Incorporated	—	$2.60M	19,234	2.3%
Western Digital Corp	—	$2.41M	13,982	2.1%
United Rentals Inc	—	$2.30M	2,839	2.0%
GE Vernova Inc.	—	$2.20M	3,366	1.9%
MUELLER INDUSTRIES INC	—	$2.04M	17,746	1.8%
Johnson Controls International plc	—	$1.97M	16,488	1.7%
Waste Connections Inc	—	$1.83M	10,461	1.6%
Installed Building Products, Inc.	—	$1.74M	6,717	1.5%
Trane Technologies plc	—	$1.58M	4,059	1.4%
RESIDEO TECHNOLOGIES, INC.	—	$1.40M	39,728	1.2%
HUNTINGTON INGALLS INDUSTRIES, INC.	—	$1.29M	3,796	1.1%
Hudbay Minerals Inc.	—	$1.16M	58,573	1.0%
IAMGOLD CORP	—	$982.3K	59,572	0.9%
Alcoa Corp	—	$906.7K	17,062	0.8%
ATI Inc	—	$306.5K	2,671	0.3%
Lightwave Logic, Inc.	—	$218.0K	67,283	0.2%