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:
11.56%
Gain -0.84%
Monthly
0.5%
Yearly
6.23%
Drawdown
22.18%
$34.24M
Equity
Holdings
$34.24M
Investment
$39.29M
$26.39M
Profit -$543,051.37
Realized
$31.44M
Unrealized
-$5.05M
Dividends
$2.67M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$543,051.37
Win %
24%
This Week
Compared To Last Week
Gain
-5.52%
Profit
-$2M
Win %
24%
This Month
Compared to last month
Gain
-9.66%
Profit
-$3.66M
Win %
24%
This Year
Compared to last year
Gain
-23.89%
Profit
-$10.75M
Win %
57%
DRAM Roundhill Memory ETF
+2.98%
+$32,241.68 
ALM Almonty Industries Inc.
+1.77%
+$13,052.24 
TKR The Timken Company
+0.92%
+$7,637 
NDSN Nordson Corporation
+0.24%
+$6,378.76 
DHI D.R. Horton, Inc.
+0.05%
+$483.44 
QQQ Invesco QQQ Trust, Series 1
+0.01%
+$38.15 
FIX Comfort Systems USA Inc.
-9.3%
-$231,999.21 
QXO QXO Inc.
-5.04%
-$31,214.31 
HUT Hut 8 Corp.
-4.78%
-$14,507.46 
HWM Howmet Aerospace Inc.
-3.67%
-$43,064.6 
ATI ATI Inc.
-2.84%
-$13,650.66 
CRS Carpenter Technology Corporation
-2.67%
-$6,091.81 
GE General Electric Company
-2.35%
-$14,772.9 
CAT Caterpillar Inc.
-2.24%
-$43,769.28 
EZPW EZCORP, Inc. Class A Non-Voting Common Stock
-2.2%
-$22,233.15 
KNX Knight-Swift Transportation Holdings Inc. Class A Common Stock
-2.17%
-$19,089.24 
JBHT J.B. Hunt Transport Services, Inc.
-2.02%
-$19,161.96 
GM General Motors Co.
-1.94%
-$10,086 
SNDK Sandisk Corp.
-1.78%
-$3,968.34 
RBC RBC Bearings Incorporated
-1.53%
-$31,937.16 
BWA BorgWarner Inc.
-1.24%
-$15,970.05 
PH Parker-Hannifin Corporation
-1.17%
-$5,738.04 
AMZN Amazon.com Inc
-1.03%
-$10,790.21 
CLH Clean Harbors, Inc.
-0.95%
-$18,142.66 
GVA Granite Construction Incorporated
-0.87%
-$4,559.79 
MYRG MYR Group Inc.
-0.69%
-$2,290.28 
ATO Atmos Energy Corporation
-0.68%
-$7,557.6 
ETR Entergy Corporation Common Stock
-0.67%
-$20,759.65 
AAOI Applied Optoelectronics Inc.
-0.65%
-$2,147.57 
WULF TeraWulf Inc.
-0.53%
-$687.72 
MTZ MasTec, Inc.
-0.46%
-$4,095.36 
NVDA NVIDIA Corporation
-0.37%
-$3,957.18 
NPO Enpro Inc.
-0.03%
-$238.47 
MOG-A Moog Inc.
-0.03%
-$401.94 Events
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Dividends
Dividend Analysis
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| Trades 330 | Longs Won 160/330 48% | Profit Factor 1.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $419,096.49 |
| Average Win $351,435.24 | Best Trade (Sep 30) $2.88M | Sharpe Ratio -9.83 |
| Average Loss -$175,554.88 | Worst Trade (Mar 30) -$1.23M | Z-Score -4.23 (100%) |
| Commissions $0 | Avg. Trade Length 4m 5d | Expectancy $79,955.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% | 3.83% |
| Consecutive Losing Trades | 195 | 176 | 156 | 137 | 117 | 98 | 78 | 59 | 39 | 20 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics Inc. | 4,826 | $715,021 | $326,358.25 | - | -$388,662.75 | -54.36% | -0.654% |
| ALM Almonty Industries Inc. | 84,208 | $1.39M | $749,872.24 | - | -$644,611.76 | -46.23% | +1.771% |
| AMZN Amazon.com Inc | 4,192 | $999,120 | $1.04M | - | $39,682.75 | 3.97% | -1.028% |
| ATI ATI Inc. | 2,974 | $432,597.94 | $467,661.5 | - | $35,063.56 | 8.11% | -2.836% |
| ATO Atmos Energy Corporation | 6,432 | $1.19M | $1.11M | - | -$77,088.05 | -6.49% | -0.676% |
| BWA BorgWarner Inc. | 23,145 | $1.54M | $1.27M | - | -$269,176.35 | -17.52% | -1.244% |
| CAT Caterpillar Inc. | 2,779 | $1.33M | $1.91M | - | $586,785.79 | 44.25% | -2.237% |
| CLH Clean Harbors, Inc. | 5,968 | $1.71M | $1.9M | - | $186,141.78 | 10.88% | -0.947% |
| CRS Carpenter Technology Corporation | 780 | $481,136 | $221,871 | - | -$259,265 | -53.89% | -2.672% |
| DHI D.R. Horton, Inc. | 6,043 | $984,283 | $892,792.82 | - | -$91,490.18 | -9.3% | +0.054% |
| DRAM Roundhill Memory ETF | 23,681 | $1.75M | $1.11M | - | -$634,852.24 | -36.3% | +2.981% |
| ETR Entergy Corporation Common Stock | 28,634 | $3.26M | $3.08M | - | -$180,187.66 | -5.53% | -0.67% |
| EZPW EZCORP, Inc. Class A Non-Voting Common Stock | 34,470 | $1.19M | $989,461.35 | - | -$202,166.65 | -16.97% | -2.198% |
| FIX Comfort Systems USA Inc. | 1,949 | $1.53M | $2.26M | - | $729,205.17 | 47.59% | -9.304% |
| GE General Electric Company | 2,141 | $800,155 | $613,696.24 | - | -$186,458.76 | -23.3% | -2.351% |
| GM General Motors Co. | 6,724 | $518,286 | $509,074.04 | - | -$9,211.96 | -1.78% | -1.943% |
| GVA Granite Construction Incorporated | 4,903 | $587,771.73 | $522,267.56 | - | -$65,504.17 | -11.14% | -0.866% |
| HUT Hut 8 Corp. | 4,741 | $547,325 | $288,774.31 | - | -$258,550.69 | -47.24% | -4.783% |
| HWM Howmet Aerospace Inc. | 6,074 | $1.63M | $1.13M | - | -$502,076.2 | -30.74% | -3.668% |
| JBHT J.B. Hunt Transport Services, Inc. | 4,112 | $1.19M | $929,024.12 | - | -$261,111.88 | -21.94% | -2.021% |
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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 Inc - $882,508.72, Construction Partners, Inc. Class A Common Stock - $694,317.85, nVent Electric plc - $674,911.26, Vertiv Holdings Co Class A Common Stock - $664,724.71, and Celanese Corp. Common Stock - $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 $2.67M 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.
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