account_balance
Investment manager · 13F filer · SEC CIK 2015727
Gallo Partners, LP
Reported value$10Mas of Sep 30, 2026
Positions30 21 new, 25 sold out
Top 10 weight47.3%GEV alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GEVGE Vernova Inc.
7.3%New
CLHClean Harbors Inc
5.4%Trimmed −71%
RTXRTX Corp
5.3%New
NPOEnpro Inc.
5.2%Trimmed −36%
NVDANVIDIA Corp
4.3%Trimmed −63%
HWMHowmet Aerospace Inc.
4.1%Trimmed −70%
NDSNNordson Corp
4.1%Trimmed −85%
GLWCorning Inc
4.1%New
MAGSListed FDS Tr
4.0%New
WWDWoodward, Inc.
3.6%New
STXSeagate Technology Holdings PLC
3.5%New
HXLHexcel Corp
3.4%
GEVGE Vernova Inc.
7.3%New
CLHClean Harbors Inc
5.4%
RTXRTX Corp
5.3%
NPOEnpro Inc.
5.2%−36%
NVDANVIDIA Corp
4.3%−63%
HWMHowmet Aerospace Inc.
4.1%−70%
NDSNNordson Corp
4.1%
GLWCorning Inc
4.1%
MAGSListed FDS Tr
4.0%
WWDWoodward, Inc.
3.6%
STXSeagate Technology Holdings PLC
3.5%
HXLHexcel Corp
3.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GEV GE Vernova Inc. 7.3% NewCLH Clean Harbors Inc 5.4% Trimmed −71%RTX RTX Corp 5.3% NewNPO Enpro Inc. 5.2% Trimmed −36%NVDA NVIDIA Corp 4.3% Trimmed −63%HWM Howmet Aerospace Inc. 4.1% Trimmed −70%NDSN Nordson Corp 4.1% Trimmed −85%GLW Corning Inc 4.1% New
MAGS Listed FDS Tr 4.0% New
WWD Woodward, Inc. 3.6% NewSTX Seagate Technology Holdings PLC 3.5% NewHXL Hexcel Corp 3.4% NewWhat changed
Biggest moves since Jun 30, 2026
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