Long-term investor

Gallo Partners, LP @gallopartnerslp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002015727).

Record

  • Tracked since 2025-12-31 (249 days), 124 trades recorded
  • Returns: week n/a · month n/a · 90 days +24.0% · 6 months n/a · 1 year n/a · all +53.3%
  • Max drawdown n/a · win rate 11% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • FIX · 8.6% · long · since 2025-12-31
  • ETR · 7.3% · long · since 2026-03-31
  • CAT · 6.6% · long · since 2025-12-31
  • RBC · 6.2% · long · since 2026-03-31
  • NDSN · 5.6% · long · since 2026-06-30
  • MTZ · 4.8% · long · since 2026-03-31
  • CLH · 4.0% · long · since 2026-03-31
  • 77926X320 · 3.9% · long · since 2026-06-30
  • HWM · 3.6% · long · since 2025-12-31
  • MOG-A · 3.6% · long · since 2026-06-30
  • BWA · 3.4% · long · since 2026-06-30
  • ALM · 3.1% · long · since 2026-06-30

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