Gallo Partners, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Gallo Partners, LP reported 68 stock positions worth $135.1 million. Its top holding was Parker Hannifin (PH) at 3.9% of the portfolio, followed by Canadian Pacific Kansas City (CP, 3.2%) and Packaging Corp. of America (PKG, 3.0%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD, NJ
- CIK
- 0002015727
- Portfolio Value
- $135.1M (Q4 2024)
- SEC Filing
- 0001085146-25-001722 ↗ filed Feb 14, 2025
Holdings Value
Holdings 68 stocks · $135.1M
| PH Parker Hannifin Corp. | 3.89% | 8,269 | $5.3M | — |
| CP Canadian Pacific Kansas City | 3.24% | 60,426 | $4.4M | — |
| PKG Packaging Corp. of America | 2.98% | 17,884 | $4.0M | — |
| CTAS Cintas Corp. | 2.95% | 21,819 | $4.0M | — |
| CRH CRH PLC | 2.94% | 42,853 | $4.0M | — |
| RSG Republic Services Inc. | 2.73% | 18,303 | $3.7M | — |
| MOD Modine Manufacturing Co. | 2.69% | 31,312 | $3.6M | — |
| MLI Mueller Industries Inc. | 2.59% | 44,051 | $3.5M | — |
| WCN Waste Connections Inc. | 2.58% | 20,295 | $3.5M | — |
| IWM iShares Russell 2000 ETF | 2.41% | 14,721 | $3.3M | — |
| NVT Nvent Electric PLC | 2.22% | 43,918 | $3.0M | — |
| WMB Williams Cos Inc. | 2.19% | 54,623 | $3.0M | — |
| SPGI S&P Global Inc. | 2.17% | 5,881 | $2.9M | — |
| PEG Public Service Enterprise GP | 2.07% | 33,055 | $2.8M | — |
| KNF Knife River Corp. | 2.04% | 27,072 | $2.8M | — |
| CLH Clean Harbors Inc. | 1.85% | 10,887 | $2.5M | — |
| LII Lennox International Inc. | 1.85% | 4,107 | $2.5M | — |
| CTVA Corteva Inc. | 1.84% | 43,685 | $2.5M | — |
| PCG P G & E Corp. | 1.81% | 121,201 | $2.4M | — |
| TT Trane Technologies PLC | 1.80% | 6,592 | $2.4M | — |
| SPXC SPX Technologies Inc. | 1.79% | 16,631 | $2.4M | — |
| ENTG Entegris Inc. | 1.73% | 23,589 | $2.3M | — |
| APH Amphenol Corp. Class A | 1.67% | 32,563 | $2.3M | — |
| ZIM Zim Integrated Shipping Serv | 1.66% | 104,293 | $2.2M | — |
| HE Hawaiian Electric Inds | 1.66% | 229,883 | $2.2M | — |
| PRIM Primoris Services Corp. | 1.65% | 29,106 | $2.2M | — |
| ESI Element Solutions Inc. | 1.63% | 86,719 | $2.2M | — |
| TDG Transdigm Group Inc. | 1.59% | 1,693 | $2.1M | — |
| DD Dupont DE Nemours Inc. | 1.59% | 28,133 | $2.1M | — |
| VNOM Viper Energy Inc. | 1.57% | 43,344 | $2.1M | — |
| ED Consolidated Edison Inc. | 1.52% | 22,984 | $2.1M | — |
| PPG PPG Industries Inc. | 1.50% | 16,928 | $2.0M | — |
| CRS Carpenter Technology | 1.39% | 11,051 | $1.9M | — |
| VRT Vertiv Holdings Co. Class A | 1.35% | 16,073 | $1.8M | — |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.32% | 1,697 | $1.8M | — |
| WSC Willscot Holdings Corp. | 1.26% | 50,983 | $1.7M | — |
| CACI Caci International Inc. Class A | 1.23% | 4,108 | $1.7M | — |
| NI Nisource Inc. | 1.18% | 43,228 | $1.6M | — |
| ALB Albemarle Corp. | 1.14% | 17,936 | $1.5M | — |
| EME Emcor Group Inc. | 1.13% | 3,371 | $1.5M | — |
| DOW Dow Inc. | 1.13% | 37,875 | $1.5M | — |
| LYB Lyondellbasell Indu Class A | 1.12% | 20,410 | $1.5M | — |
| WY Weyerhaeuser Co. | 1.11% | 53,500 | $1.5M | — |
| GVA Granite Construction Inc. | 1.10% | 17,004 | $1.5M | — |
| EMR Emerson Electric Co. | 1.09% | 11,830 | $1.5M | — |
| FTAI Ftai Aviation Ltd. | 1.06% | 9,968 | $1.4M | — |
| ZWS Zurn Elkay Water Solutions C | 1.01% | 36,734 | $1.4M | — |
| DRVN Driven Brands Holdings Inc. | 0.98% | 81,642 | $1.3M | — |
| FIX Comfort Systems USA Inc. | 0.97% | 3,095 | $1.3M | — |
| PCAR Paccar Inc. | 0.89% | 11,515 | $1.2M | — |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.88% | 64,077 | $1.2M | — |
| EQT Eqt Corp. | 0.87% | 25,612 | $1.2M | — |
| FDX FedEx Corp. | 0.85% | 4,098 | $1.2M | — |
| ROAD Construction Partners Inc. Class A | 0.81% | 12,335 | $1.1M | — |
| ZBRA Zebra Technologies Corp. Class A | 0.77% | 2,692 | $1.0M | — |
| SWK Stanley Black & Decker Inc. | 0.74% | 12,526 | $1.0M | — |
| MGY Magnolia Oil & Gas Corp. Class A | 0.72% | 41,710 | $975K | — |
| SM SM Energy Co. | 0.69% | 24,000 | $930K | — |
| CSL Carlisle Cos Inc. | 0.67% | 2,471 | $911K | — |
| FLS Flowserve Corp. | 0.64% | 15,124 | $870K | — |
| PR Permian Resources Corp. Class A | 0.62% | 58,696 | $844K | — |
| PTEN Patterson-Uti Energy Inc. | 0.59% | 96,844 | $800K | — |
| APA Apa Corp. | 0.57% | 33,123 | $765K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 1,176 | $689K | — |
| LBRT Liberty Energy Inc. | 0.37% | 25,000 | $497K | — |
| BKV BKV Corporation | 0.35% | 20,000 | $476K | — |
| NNE Nano Nuclear Energy Inc. | 0.32% | 17,390 | $433K | — |
| ETN Eaton Corp. PLC | 0.16% | 659 | $219K | — |
Options reported separately and not counted above: ONT calls ($1.1M).
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 34 | $45.1M | FIX, ETR, CAT, RBC, NDSN |
| Q1 2026 | 39 | $52.3M | MTZ, CLH, HXL, JCI, XLE |
| Q4 2025 | 36 | $113.4M | IWM, EMBJ, PH, ZWS, AEP |
| Q3 2025 | 51 | $133.0M | CAT, PH, URI, XYL, IAG |
| Q2 2025 | 48 | $152.9M | FIX, RSG, PWR, EME, PH |
| Q1 2025 | 54 | $149.8M | IWM, SPGI, TT, FE, GE |
| Q4 2024 | 68 | $135.1M | PH, CP, PKG, CTAS, CRH |