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:
16.53%
Gain
Monthly
0.83%
Yearly
10.45%
Drawdown
18.7%
$56.48M
Equity
Holdings
$56.48M
Investment
$49.37M
$30.06M
Profit -$1M
Realized
$22.94M
Unrealized
$7.12M
Dividends
$2.24M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1M
Win %
72%
This Week
Compared To Last Week
Gain
-2.95%
Profit
-$1.72M
Win %
72%
This Month
Compared to last month
Gain
-8.2%
Profit
-$5.05M
Win %
72%
This Year
Compared to last year
Gain
8.02%
Profit
$4.19M
Win %
79%
XPO XPO Inc.
+5.26%
+$28,928.22 
WM Waste Management, Inc.
+4.39%
+$78,668.05 
KNX Knight-Swift Transportation Holdings Inc.
+3.75%
+$51,035.16 
IBP Installed Building Products Inc.
+2.86%
+$31,670.5 
MLI Mueller Industries Inc.
+2.57%
+$8,234.72 
CLH Clean Harbors Inc.
+2.11%
+$64,414.09 
ULS Ul Solutions Inc.
+1.78%
+$3,768.96 
ATO Atmos Energy Corporation
+1.12%
+$20,915.16 
XLE Energy Select Sector SPDR Fund
+1.05%
+$22,715.31 
FE FirstEnergy Corp.
+0.99%
+$9,899.04 
OSK Oshkosh Corporation
+0.89%
+$8,052.18 
ATMU Atmus Filtration Technologies Inc.
+0.81%
+$10,435.32 
GVA Granite Construction Incorporated
+0.54%
+$9,299.48 
TEX Terex Corporation
+0.4%
+$7,504.9 
TOL Toll Brothers Inc
+0.38%
+$4,354.06 
LMT Lockheed Martin Corporation
+0.35%
+$4,754.91 
CNP CenterPoint Energy Inc.
+0.21%
+$2,133.99 
SNDK SanDisk Corporation
-12.16%
-$160,781.98 
WDC Western Digital Corporation
-11.1%
-$51,792.32 
GLW Corning Incorporated
-11.01%
-$175,464.14 
COHR Coherent Corp.
-8.28%
-$40,763.1 
CIEN Ciena Corporation
-7.18%
-$44,872.11 
MTZ MasTec, Inc. Common Stock
-5.76%
-$195,312.64 
LFUS Littelfuse Inc.
-4.83%
-$51,734.74 
CAT Caterpillar Inc.
-4.74%
-$133,088.83 
ATI ATI Inc.
-4.71%
-$87,935.04 
FIX Comfort Systems USA, Inc.
-4.61%
-$129,097.02 
COPX Global X Copper Miners ETF
-3.83%
-$11,840 
SII Sprott Inc.
-3.61%
-$22,020.3 
CMI Cummins Inc.
-3.44%
-$64,037.32 
WWD Woodward Inc.
-2.99%
-$53,828.78 
TS Tenaris S.A.
-2.04%
-$11,000.28 
JCI Johnson Controls International plc
-1.74%
-$45,478.24 
RBC RBC Bearings Incorporated
-1.63%
-$34,590.96 
RTX RTX Corporation
-1.33%
-$12,948.26 
LHX L3Harris Technologies, Inc.
-0.98%
-$14,855.76 
WTTR Select Water Solutions Inc.
-0.63%
-$6,386.12 
HXL Hexcel Corporation
-0.6%
-$21,264.76 
ETR Entergy Corporation
-0.04%
-$568.08 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 296 | Longs Won 97/296 32% | Profit Factor 5.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $357,032.35 |
| Average Win $386,007.95 | Best Trade (Sep 30) $2.88M | Sharpe Ratio -11 |
| Average Loss -$37,092.61 | Worst Trade (Jun 29) -$596,152.97 | Z-Score -6.2 (100%) |
| Commissions $0 | Avg. Trade Length 4m 4d | Expectancy $101,558.59 |
| 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 | 1,522 | 1,370 | 1,218 | 1,065 | 913 | 761 | 609 | 457 | 304 | 152 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
