Gregg L. Kudisch Portfolio
Invests via Gallo Partners, LP | Managed by Michael Arthur Alfaro
Invests via Gallo Partners, LP
Managed by Michael Arthur Alfaro
Automatically Tracked
Gregg L. Kudisch Profile
Long-tenured corporate finance executive and investor focused on technology and industrials. Gregg L. Kudisch is known for operating leadership, M&A and capital markets experience across middle-market companies, advising on transaction execution, restructuring and growth strategy. Prior roles span senior finance and board positions at public and private firms, combining CFO-level budgeting and investor-relations skills with hands-on operational oversight. Valuable to sponsors for deal diligence, post-acquisition integration and capital-structure optimization.
Long-tenured corporate finance executive and investor focused on technology and industrials. Gregg L. Kudisch is known for operating leadership, M&A and capital markets experience across middle-market companies, advising on transaction execution, restructuring and growth strategy. Prior roles span senior finance and board positions at public and private firms, combining CFO-level budgeting and investor-relations skills with hands-on operational oversight. Valuable to sponsors for deal diligence, post-acquisition integration and capital-structure optimization.
Investment Philosophy & Strategy
Combines an operator’s discipline with event-driven capital allocation, targeting middle-market technology and industrials where operational fixes, M&A and capital-structure work unlock value. Prefers control or influence positions that allow active participation in diligence, integration and performance improvement. Underwrites investments with conservative leverage, clear EBITDA improvement plans and milestone-driven capital deployment. Time horizon is multi-year, focused on driving cash-flow expansion and de-risking exits through strategic repositioning, sponsor-friendly execution and disciplined downside protection.
Combines an operator’s discipline with event-driven capital allocation, targeting middle-market technology and industrials where operational fixes, M&A and capital-structure work unlock value. Prefers control or influence positions that allow active participation in diligence, integration and performance improvement. Underwrites investments with conservative leverage, clear EBITDA improvement plans and milestone-driven capital deployment. Time horizon is multi-year, focused on driving cash-flow expansion and de-risking exits through strategic repositioning, sponsor-friendly execution and disciplined downside protection.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
22.93%
Gain -0.35%
Monthly
1.02%
Yearly
12.97%
Drawdown
22.37%
$39.21M
Equity
Holdings
$39.21M
Investment
$39.29M
$31.26M
Profit -$181,544.74
Realized
$31.34M
Unrealized
-$81,272.63
Dividends
$2.65M
Goals
Avg. 18% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$181,544.74
Win %
29%
This Week
Compared To Last Week
Gain
-1.55%
Profit
-$615,428.85
Win %
29%
This Month
Compared to last month
Gain
0.1%
Profit
$39,921.35
Win %
29%
This Year
Compared to last year
Gain
-12.83%
Profit
-$5.77M
Win %
59%
SNDK SanDisk Corporation
+13.67%
+$32,536.13 
DRAM Roundhill Memory ETF
+3.89%
+$50,440.53 
KNX Knight-Swift Transportation Holdings Inc.
+2.79%
+$28,035.12 
CLH Clean Harbors Inc.
+1.13%
+$21,425.18 
TKR Timken Co.
+0.81%
+$8,018.85 
AAOI Applied Optoelectronics, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
ATI ATI Inc.
0%
$0 
BWA BorgWarner Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CRS Carpenter Technology Corporation
0%
-$0.01 
DHI D.R. Horton, Inc.
0%
-$0.06 
ETR Entergy Corporation
0%
$0 
EZPW EzCorp Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
GM General Motors Company
0%
$0 
GVA Granite Construction Incorporated
0%
$0 
HUT Hut 8 Corp.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
JBHT J.B. Hunt Transport Services, Inc.
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
+$0.05 
NDSN Nordson Corporation
0%
-$0.08 
NVDA NVIDIA Corporation
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
WULF TeraWulf Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.01 
RBC RBC Bearings Incorporated
0%
-$0.09 
QXO Qxo Inc.
0%
$0 
ALM Almonty Industries Inc.
0%
$0 
MOG-A Moog Inc.
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 330 | Longs Won 163/330 49% | Profit Factor 2.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $418,059.04 |
| Average Win $355,177.71 | Best Trade (Sep 30) $2.88M | Sharpe Ratio -9.81 |
| Average Loss -$159,510.5 | Worst Trade (Mar 30) -$1.23M | Z-Score -2.92 (100%) |
| Commissions $0 | Avg. Trade Length 4m | Expectancy $94,714.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.16% |
| Consecutive Losing Trades | 246 | 221 | 197 | 172 | 147 | 123 | 98 | 74 | 49 | 25 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 4,826 | $715,021 | $666,374.09 | - | -$48,646.91 | -6.8% | 0.0 |
| ALM Almonty Industries Inc. | 84,208 | $1.39M | $1.21M | - | -$184,415.04 | -13.22% | 0.0 |
| AMZN Amazon.com Inc | 4,192 | $999,120 | $1.12M | - | $121,317.76 | 12.14% | 0.0 |
| ATI ATI Inc. | 2,974 | $432,597.94 | $685,298.79 | - | $252,700.85 | 58.41% | 0.0 |
| ATO Atmos Energy Corporation | 6,432 | $1.19M | $1.09M | - | -$97,316.69 | -8.19% | 0.0 |
| BWA BorgWarner Inc. | 23,145 | $1.54M | $1.59M | - | $56,705.25 | 3.69% | 0.0 |
| CAT Caterpillar Inc. | 2,779 | $1.33M | $2.38M | - | $1.05M | 79.31% | 0.0 |
| CLH Clean Harbors Inc. | 5,968 | $1.71M | $1.91M | - | $199,987.54 | 11.69% | +1.134% |
| CRS Carpenter Technology Corporation | 780 | $481,136 | $412,339.2 | - | -$68,796.8 | -14.3% | 0.0 |
| DHI D.R. Horton, Inc. | 6,043 | $984,283 | $881,190.26 | - | -$103,092.74 | -10.47% | 0.0 |
| DRAM Roundhill Memory ETF | 23,681 | $1.75M | $1.35M | - | -$400,682.67 | -22.91% | +3.887% |
| ETR Entergy Corporation | 28,634 | $3.26M | $3.09M | - | -$169,163.57 | -5.19% | 0.0 |
| EZPW EzCorp Inc. | 34,470 | $1.19M | $996,527.7 | - | -$195,100.3 | -16.37% | 0.0 |
| FIX Comfort Systems USA, Inc. | 1,949 | $1.53M | $3.39M | - | $1.86M | 121.17% | 0.0 |
 GE General Electric Company | 2,141 | $800,155 | $772,130.24 | - | -$28,024.76 | -3.5% | -1.284% |
| GM General Motors Company | 6,724 | $518,286 | $583,374.24 | - | $65,088.24 | 12.56% | 0.0 |
| GVA Granite Construction Incorporated | 4,903 | $587,771.73 | $618,709.57 | - | $30,937.84 | 5.26% | 0.0 |
| HUT Hut 8 Corp. | 4,741 | $547,325 | $430,340.57 | - | -$116,984.43 | -21.37% | 0.0 |
| HWM Howmet Aerospace Inc. | 6,074 | $1.63M | $1.71M | - | $77,565.62 | 4.75% | 0.0 |
| JBHT J.B. Hunt Transport Services, Inc. | 4,112 | $1.19M | $1.13M | - | -$55,388.52 | -4.65% | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Gregg L. Kudisch?
The largest contributions to the portfolio's profits come from the following stocks: Comfort Systems USA, Inc - $5.15M, Howmet Aerospace Inc - $2.44M, General Electric Company - $2.36M, Parker-Hannifin Corporation - $1.87M, and GE Vernova Inc - $1.65M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Acuity Brands Inc - $882,508.72, Construction Partners, Inc. Class A Common Stock - $694,317.85, nVent Electric plc - $674,911.26, Vertiv Holdings Co - $664,724.71, and Celanese Corporation - $619,674.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregg L. Kudisch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.65M earned over time. The largest contributors to dividend income include ZIM Integrated Shipping Services Ltd - $330,608.81, TransDigm Group Inc - $207,090, Viper Energy Inc. Class A Common Stock - $122,746.8, Parker-Hannifin Corporation - $68,862.27, and American Electric Power Company, Inc - $64,337.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregg L. Kudisch's monthly returns?
Gregg L. Kudisch's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Gregg L. Kudisch's strategy be considered aggressive or moderate?
Gregg L. Kudisch's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Gregg L. Kudisch's strategy?
Gregg L. Kudisch's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
