GLK
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:
35.68%
Gain +0.59%
Monthly
1.8%
Yearly
23.93%
Drawdown
18.09%
$56.92M
Equity
Holdings
$56.92M
Investment
$49.37M
$30.76M
Profit +$351,380.71
Realized
$23.21M
Unrealized
$7.56M
Dividends
$2.02M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.59%
Profit
$351,380.71
Win %
58%
This Week
Compared To Last Week
Gain
1.83%
Profit
$1.02M
Win %
58%
This Month
Compared to last month
Gain
1.83%
Profit
$1.02M
Win %
58%
This Year
Compared to last year
Gain
-71.05%
Profit
-$78.58M
Win %
72%
SNDK Sandisk Corporation
+6.71%
+$94,299.66 
WDC Western Digital Corporation
+5.53%
+$28,266.04 
CLH Clean Harbors Inc.
+3.92%
+$108,629.69 
WM Waste Management, Inc.
+2.89%
+$47,231.65 
TEX Terex Corporation
+2.2%
+$38,967.75 
CAT Caterpillar Inc.
+1.83%
+$51,305.06 
OSK Oshkosh Corporation
+1.7%
+$13,982.08 
GVA Granite Construction Inc.
+1.7%
+$31,962.64 
WWD Woodward Inc.
+1.55%
+$23,889.06 
CMI Cummins Inc.
+1.44%
+$26,991.05 
XLE Energy Select Sector SPDR Fund
+1.35%
+$29,968.94 
MTZ MasTec, Inc. Common Stock
+1.04%
+$36,088.23 
RBC RBC Bearings Incorporated
+1.02%
+$21,264.64 
ETR Entergy Corporation
+0.98%
+$13,381.44 
KNX Knight-Swift Transportation Holdings Inc.
+0.86%
+$12,388.97 
ATI ATI Inc.
+0.85%
+$14,655.84 
WTTR Select Water Solutions Inc.
+0.69%
+$6,641.57 
MLI Mueller Industries Inc.
+0.57%
+$2,086.5 
FE FirstEnergy Corp.
+0.54%
+$5,052.64 
ULS Ul Solutions Inc.
+0.34%
+$797.28 
ATMU Atmus Filtration Technologies Inc.
+0.31%
+$3,602.67 
TS Tenaris S.A.
+0.27%
+$1,612.11 
GLW Corning Incorporated
+0.18%
+$3,379.58 
HXL Hexcel Corporation
+0.03%
+$1,028.94 
JCI
0%
$0 
XPO
0%
$0 
SII Sprott Inc.
-3.97%
-$30,100.1 
COPX Global X Copper Miners ETF
-3.64%
-$13,640 
COHR Coherent Corp.
-2.19%
-$15,413.68 
FIX Comfort Systems USA, Inc.
-1.72%
-$52,164.32 
TOL Toll Brothers Inc
-1.54%
-$16,177.58 
LHX L3Harris Technologies, Inc.
-1.52%
-$24,759.6 
IBP Installed Building Products Inc.
-1.23%
-$12,173.5 
CIEN Ciena Corporation
-1.03%
-$9,614.92 
RTX RTX Corporation
-0.91%
-$7,838.43 
LFUS Littelfuse Inc.
-0.67%
-$8,381.75 
CNP CenterPoint Energy Inc.
-0.46%
-$4,505.09 
ATO Atmos Energy Corporation
-0.25%
-$4,481.82 
LMT Lockheed Martin Corporation
-0.2%
-$2,607 Events
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Dividends
Dividend Analysis
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| Trades 296 | Longs Won 90/296 30% | Profit Factor 5.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $367,363.84 |
| Average Win $427,119.35 | Best Trade (Sep 30) $2.88M | Sharpe Ratio -39.74 |
| Average Loss -$37,261.61 | Worst Trade (Jun 29) -$596,152.97 | Z-Score -5.89 (100%) |
| Commissions $0 | Avg. Trade Length 3m 4w | Expectancy $103,935.31 |
| 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% | 0.01% |
| Consecutive Losing Trades | 1,527 | 1,374 | 1,221 | 1,069 | 916 | 763 | 611 | 458 | 305 | 153 |
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Returns
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Option values are updated at end of day.
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