Gallo Partners, LP
- SEC CIK
- 0002015727
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.
- Positions
- 68
- No filing for Q3 2024
- Portfolio value
- $135.1M
- No filing for Q3 2024
Gallo Partners, LP did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PHParker-Hannifin Corp | Stock | 8,269 | $5.26M | 3.9% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 60,426 | $4.37M | 3.2% | – | – | History |
| PKGPackaging Corp of America | Stock | 17,884 | $4.03M | 3.0% | – | – | History |
| CTASCintas Corp | Stock | 21,819 | $3.99M | 3.0% | – | – | History |
| CRHCRH Public Ltd Co | ORD | 42,853 | $3.96M | 2.9% | – | – | History |
| RSGRepublic Services, Inc. | COM | 18,303 | $3.68M | 2.7% | – | – | History |
| MODModine Manufacturing Co | COM | 31,312 | $3.63M | 2.7% | – | – | History |
| MLIMueller Industries Inc | COM | 44,051 | $3.50M | 2.6% | – | – | History |
| WCNWaste Connections, Inc. | COM | 20,295 | $3.48M | 2.6% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 14,721 | $3.25M | 2.4% | – | – | – |
| NVTnVent Electric plc | SHS | 43,918 | $2.99M | 2.2% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 54,623 | $2.96M | 2.2% | – | – | History |
| SPGIS&P Global Inc. | Stock | 5,881 | $2.93M | 2.2% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 33,055 | $2.79M | 2.1% | – | – | History |
| KNFKnife River Corp | Stock | 27,072 | $2.75M | 2.0% | – | – | History |
| CLHClean Harbors Inc | COM | 10,887 | $2.51M | 1.9% | – | – | History |
| LIILennox International Inc | COM | 4,107 | $2.50M | 1.9% | – | – | History |
| CTVACorteva, Inc. | Stock | 43,685 | $2.49M | 1.8% | – | – | History |
| PCGPG&E Corp | Stock | 121,201 | $2.45M | 1.8% | – | – | History |
| TTTrane Technologies plc | SHS | 6,592 | $2.43M | 1.8% | – | – | History |
| SPXCSPX Technologies, Inc. | COM | 16,631 | $2.42M | 1.8% | – | – | History |
| ENTGEntegris Inc | COM | 23,589 | $2.34M | 1.7% | – | – | History |
| APHAmphenol Corp | CL A | 32,563 | $2.26M | 1.7% | – | – | History |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 104,293 | $2.24M | 1.7% | – | – | History |
| HEHawaiian Electric Industries Inc | COM | 229,883 | $2.24M | 1.7% | – | – | History |
| PRIMPrimoris Services Corp | Stock | 29,106 | $2.22M | 1.6% | – | – | History |
| ESIElement Solutions Inc | COM | 86,719 | $2.21M | 1.6% | – | – | History |
| TDGTransDigm Group INC | COM | 1,693 | $2.15M | 1.6% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 28,133 | $2.15M | 1.6% | – | – | History |
| VNOMViper Energy, Inc. | COM | 43,344 | $2.13M | 1.6% | – | – | History |
| EDConsolidated Edison Inc | Stock | 22,984 | $2.05M | 1.5% | – | – | History |
| PPGPPG Industries Inc | Stock | 16,928 | $2.02M | 1.5% | – | – | History |
| CRSCarpenter Technology Corp | COM | 11,051 | $1.88M | 1.4% | – | – | History |
| VRTVertiv Holdings Co | COM CL A | 16,073 | $1.83M | 1.4% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 1,697 | $1.79M | 1.3% | – | – | History |
| WSCWillScot Holdings Corp | COM CL A | 50,983 | $1.71M | 1.3% | – | – | History |
| CACICACI International Inc | CL A | 4,108 | $1.66M | 1.2% | – | – | History |
| NINisource Inc. | COM | 43,228 | $1.59M | 1.2% | – | – | History |
| ALBAlbemarle Corp | Stock | 17,936 | $1.54M | 1.1% | – | – | History |
| EMEEMCOR Group, Inc. | Stock | 3,371 | $1.53M | 1.1% | – | – | History |
| DOWDow Inc. | Stock | 37,875 | $1.52M | 1.1% | – | – | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 20,410 | $1.52M | 1.1% | – | – | History |
| WYWeyerhaeuser Co | COM NEW | 53,500 | $1.51M | 1.1% | – | – | History |
| GVAGranite Construction Inc | COM | 17,004 | $1.49M | 1.1% | – | – | History |
| EMREmerson Electric Co | Stock | 11,830 | $1.47M | 1.1% | – | – | History |
| FTAIFTAI Aviation Ltd. | SHS | 9,968 | $1.44M | 1.1% | – | – | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 36,734 | $1.37M | 1.0% | – | – | History |
| DRVNDriven Brands Holdings Inc. | COM | 81,642 | $1.32M | 1.0% | – | – | History |
| FIXComfort Systems USA Inc | COM | 3,095 | $1.31M | 1.0% | – | – | History |
| PCARPaccar Inc | COM | 11,515 | $1.20M | 0.9% | – | – | History |
| ONTOnterris, Inc. | COM | 64,077 | $1.19M | 0.9% | – | – | History |
| EQTEQT Corp | Stock | 25,612 | $1.18M | 0.9% | – | – | History |
| FDXFedEx Corp | Stock | 4,098 | $1.15M | 0.9% | – | – | History |
| ROADConstruction Partners, Inc. | COM CL A | 12,335 | $1.09M | 0.8% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 2,692 | $1.04M | 0.8% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 12,526 | $1.01M | 0.7% | – | – | History |
| MGYMagnolia Oil & Gas Corp | CL A | 41,710 | $975.2K | 0.7% | – | – | History |
| SMSM Energy Co | COM | 24,000 | $930.2K | 0.7% | – | – | History |
| CSLCarlisle Companies Inc | COM | 2,471 | $911.4K | 0.7% | – | – | History |
| FLSFlowserve Corp | COM | 15,124 | $869.9K | 0.6% | – | – | History |
| PRPermian Resources Corp | CLASS A COM | 58,696 | $844.0K | 0.6% | – | – | History |
| PTENPatterson Uti Energy Inc | COM | 96,844 | $799.9K | 0.6% | – | – | History |
| APAAPA Corp | Stock | 33,123 | $764.8K | 0.6% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,176 | $689.2K | 0.5% | – | – | History |
| LBRTLiberty Energy Inc. | COM CL A | 25,000 | $497.3K | 0.4% | – | – | History |
| BKVBKV Corp | COM | 20,000 | $475.6K | 0.4% | – | – | History |
| NNENano Nuclear Energy Inc. | COM | 17,390 | $432.9K | 0.3% | – | – | History |
| ETNEaton Corp plc | Stock | 659 | $218.7K | 0.2% | – | – | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| ONTOnterris, Inc. | COM | – | $1.11M |