Gallo Partners, LP
- SEC CIK
- 0002015727
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位。
- 持股檔數
- 68
- 2024 年第 3 季沒有申報
- 總值
- $1.35 億
- 2024 年第 3 季沒有申報
Gallo Partners, LP 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PHParker-Hannifin Corp | Stock | 8,269 | $525.9 萬 | 3.9% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 60,426 | $437.3 萬 | 3.2% | – | – | 歷史 |
| PKGPackaging Corp of America | Stock | 17,884 | $402.6 萬 | 3.0% | – | – | 歷史 |
| CTASCintas Corp | Stock | 21,819 | $398.6 萬 | 3.0% | – | – | 歷史 |
| CRHCRH Public Ltd Co | ORD | 42,853 | $396.5 萬 | 2.9% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 18,303 | $368.2 萬 | 2.7% | – | – | 歷史 |
| MODModine Manufacturing Co | COM | 31,312 | $363.0 萬 | 2.7% | – | – | 歷史 |
| MLIMueller Industries Inc | COM | 44,051 | $349.6 萬 | 2.6% | – | – | 歷史 |
| WCNWaste Connections, Inc. | COM | 20,295 | $348.2 萬 | 2.6% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 14,721 | $325.3 萬 | 2.4% | – | – | – |
| NVTnVent Electric plc | SHS | 43,918 | $299.3 萬 | 2.2% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 54,623 | $295.6 萬 | 2.2% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 5,881 | $292.9 萬 | 2.2% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 33,055 | $279.3 萬 | 2.1% | – | – | 歷史 |
| KNFKnife River Corp | Stock | 27,072 | $275.2 萬 | 2.0% | – | – | 歷史 |
| CLHClean Harbors Inc | COM | 10,887 | $250.6 萬 | 1.9% | – | – | 歷史 |
| LIILennox International Inc | COM | 4,107 | $250.2 萬 | 1.9% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 43,685 | $248.8 萬 | 1.8% | – | – | 歷史 |
| PCGPG&E Corp | Stock | 121,201 | $244.6 萬 | 1.8% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 6,592 | $243.5 萬 | 1.8% | – | – | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 16,631 | $242.0 萬 | 1.8% | – | – | 歷史 |
| ENTGEntegris Inc | COM | 23,589 | $233.7 萬 | 1.7% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 32,563 | $226.2 萬 | 1.7% | – | – | 歷史 |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 104,293 | $223.9 萬 | 1.7% | – | – | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 229,883 | $223.7 萬 | 1.7% | – | – | 歷史 |
| PRIMPrimoris Services Corp | Stock | 29,106 | $222.4 萬 | 1.6% | – | – | 歷史 |
| ESIElement Solutions Inc | COM | 86,719 | $220.5 萬 | 1.6% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 1,693 | $214.6 萬 | 1.6% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 28,133 | $214.5 萬 | 1.6% | – | – | 歷史 |
| VNOMViper Energy, Inc. | COM | 43,344 | $212.7 萬 | 1.6% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 22,984 | $205.1 萬 | 1.5% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 16,928 | $202.2 萬 | 1.5% | – | – | 歷史 |
| CRSCarpenter Technology Corp | COM | 11,051 | $187.5 萬 | 1.4% | – | – | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 16,073 | $182.6 萬 | 1.4% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,697 | $178.9 萬 | 1.3% | – | – | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 50,983 | $170.5 萬 | 1.3% | – | – | 歷史 |
| CACICACI International Inc | CL A | 4,108 | $166.0 萬 | 1.2% | – | – | 歷史 |
| NINisource Inc. | COM | 43,228 | $158.9 萬 | 1.2% | – | – | 歷史 |
| ALBAlbemarle Corp | Stock | 17,936 | $154.4 萬 | 1.1% | – | – | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 3,371 | $153.0 萬 | 1.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 37,875 | $152.0 萬 | 1.1% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 20,410 | $151.6 萬 | 1.1% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 53,500 | $150.6 萬 | 1.1% | – | – | 歷史 |
| GVAGranite Construction Inc | COM | 17,004 | $149.1 萬 | 1.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 11,830 | $146.6 萬 | 1.1% | – | – | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 9,968 | $143.6 萬 | 1.1% | – | – | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 36,734 | $137.0 萬 | 1.0% | – | – | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 81,642 | $131.8 萬 | 1.0% | – | – | 歷史 |
| FIXComfort Systems USA Inc | COM | 3,095 | $131.2 萬 | 1.0% | – | – | 歷史 |
| PCARPaccar Inc | COM | 11,515 | $119.8 萬 | 0.9% | – | – | 歷史 |
| ONTOnterris, Inc. | COM | 64,077 | $118.9 萬 | 0.9% | – | – | 歷史 |
| EQTEQT Corp | Stock | 25,612 | $118.1 萬 | 0.9% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 4,098 | $115.3 萬 | 0.9% | – | – | 歷史 |
| ROADConstruction Partners, Inc. | COM CL A | 12,335 | $109.1 萬 | 0.8% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 2,692 | $104.0 萬 | 0.8% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 12,526 | $100.6 萬 | 0.7% | – | – | 歷史 |
| MGYMagnolia Oil & Gas Corp | CL A | 41,710 | $97.5 萬 | 0.7% | – | – | 歷史 |
| SMSM Energy Co | COM | 24,000 | $93.0 萬 | 0.7% | – | – | 歷史 |
| CSLCarlisle Companies Inc | COM | 2,471 | $91.1 萬 | 0.7% | – | – | 歷史 |
| FLSFlowserve Corp | COM | 15,124 | $87.0 萬 | 0.6% | – | – | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 58,696 | $84.4 萬 | 0.6% | – | – | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 96,844 | $80.0 萬 | 0.6% | – | – | 歷史 |
| APAAPA Corp | Stock | 33,123 | $76.5 萬 | 0.6% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,176 | $68.9 萬 | 0.5% | – | – | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 25,000 | $49.7 萬 | 0.4% | – | – | 歷史 |
| BKVBKV Corp | COM | 20,000 | $47.6 萬 | 0.4% | – | – | 歷史 |
| NNENano Nuclear Energy Inc. | COM | 17,390 | $43.3 萬 | 0.3% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 659 | $21.9 萬 | 0.2% | – | – | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| ONTOnterris, Inc. | COM | – | $111.3 萬 |