Gallo Partners, LP 13F Holdings

CIK 0002015727 · BLOOMFIELD, NJ

As of Sep 30, 2025, Gallo Partners, LP reported 51 positions worth 34.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CATERPILLAR INCCATIndustrials10,826$5.2M3.85%
PARKER-HANNIFIN CORPPHIndustrials6,352$4.8M3.59%
UNITED RENTALS INCURIIndustrials5,023$4.8M3.58%
XYLEM INCXYLIndustrials32,219$4.8M3.55%
IAMGOLD CORPIAGBasic Materials336,331$4.3M3.24%
UNION PACIFIC CORPUNPIndustrials17,807$4.2M3.14%
BOEING COBAIndustrials18,871$4.1M3.04%
COMFORT SYSTEMS USA INCFIXIndustrials4,860$4.0M2.99%
XPO INCXPOIndustrials30,542$3.9M2.95%
SPX TECHNOLOGIES INCSPXCIndustrials20,991$3.9M2.93%
EMCOR GROUP INCEMEIndustrials5,689$3.7M2.76%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials5,747$3.6M2.70%
PG&E CORPPCGUtilities237,588$3.6M2.67%
CONSTRUCTION PARTNERS INCROADIndustrials26,541$3.4M2.52%
DOMINION ENERGY INCDUtilities51,371$3.1M2.34%
ZURN ELKAY WATER SOLUTIONS CORPZWSIndustrials66,236$3.1M2.32%
MORNINGSTAR INCMORNFinancial Services13,326$3.1M2.31%
GENERAL MOTORS COGMConsumer Cyclical47,316$2.9M2.15%
LINDE PLCLINBasic Materials5,780$2.7M2.05%
AMPHENOL CORP-CL AAPHTechnology21,885$2.7M2.02%
MODINE MANUFACTURING COMODConsumer Cyclical18,959$2.7M2.01%
KNIFE RIVER CORPKNFBasic Materials34,217$2.6M1.96%
ROLLINS INCROLEquity43,890$2.6M1.92%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials8,968$2.4M1.82%
IMPINJ INCPITechnology13,382$2.4M1.80%