Filed: 8/14/2025ACC: 0001085146-25-005224
📋 What this filing means
GALLO PARTNERS, LP filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $152.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$152.88M
Total AUM (reported)
1.32M
Total Shares
Allocation by class
COM$128.77M84.2%
COM NEW$7.60M5.0%
SHS$5.36M3.5%
CL A$5.28M3.5%
COMMON STOCK$3.20M2.1%
ISHARES SEMICDTR$2.23M1.5%
SHS NEW$432.8K0.3%
Portfolio Concentration
Top 3$23.03M15.1%
4–10$41.91M27.4%
11–25$52.19M34.1%
Rest$35.76M23.4%
Top 3 weight
15.1%
Top 10 weight
42.5%
Voting Authority Distribution
Total shares with voting rights: 1.32M
Sole
Full voting authority
1.32M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
COMFORT SYS USA INC
SOLEShares14.84K
TypeSH
Market value$7.96M
5.21%
Sole
14.84K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares31.01K
TypeSH
Market value$7.65M
5.00%
Sole
31.01K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares19.63K
TypeSH
Market value$7.42M
4.85%
Sole
19.63K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares13.80K
TypeSH
Market value$7.38M
4.83%
Sole
13.80K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares10.34K
TypeSH
Market value$7.22M
4.73%
Sole
10.34K
Shared
0.00
None
0.00
ATMOS ENERGY CORP
SOLEShares40.86K
TypeSH
Market value$6.30M
4.12%
Sole
40.86K
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares26.96K
TypeSH
Market value$6.01M
3.93%
Sole
26.96K
Shared
0.00
None
0.00
VIPER ENERGY INC
SOLEShares138.48K
TypeSH
Market value$5.28M
3.45%
Sole
138.48K
Shared
0.00
None
0.00
DTE ENERGY CO
SOLEShares37.18K
TypeSH
Market value$4.93M
3.22%
Sole
37.18K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares18.62K
TypeSH
Market value$4.79M
3.13%
Sole
18.62K
Shared
0.00
None
0.00
PPL CORP
SOLEShares123.48K
TypeSH
Market value$4.18M
2.74%
Sole
123.48K
Shared
0.00
None
0.00
AIR PRODS & CHEMS INC
SOLEShares14.36K
TypeSH
Market value$4.05M
2.65%
Sole
14.36K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares21.48K
TypeSH
Market value$4.00M
2.61%
Sole
21.48K
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares42.52K
TypeSH
Market value$3.98M
2.60%
Sole
42.52K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares18.46K
TypeSH
Market value$3.58M
2.34%
Sole
18.46K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares2.30K
TypeSH
Market value$3.50M
2.29%
Sole
2.30K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares6.60K
TypeSH
Market value$3.49M
2.29%
Sole
6.60K
Shared
0.00
None
0.00
PUBLIC SVC ENTERPRISE GRP IN
SOLEShares40.40K
TypeSH
Market value$3.40M
2.22%
Sole
40.40K
Shared
0.00
None
0.00
PENTAIR PLC
SOLEShares32.85K
TypeSH
Market value$3.37M
2.21%
Sole
32.85K
Shared
0.00
None
0.00
EQT CORP
SOLEShares55.98K
TypeSH
Market value$3.26M
2.14%
Sole
55.98K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares29.13K
TypeSH
Market value$3.20M
2.09%
Sole
29.13K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares12.44K
TypeSH
Market value$3.19M
2.08%
Sole
12.44K
Shared
0.00
None
0.00
SAIA INC
SOLEShares11.40K
TypeSH
Market value$3.12M
2.04%
Sole
11.40K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares6.09K
TypeSH
Market value$3.06M
2.00%
Sole
6.09K
Shared
0.00
None
0.00
WEYERHAEUSER CO MTN BE
SOLEShares109.31K
TypeSH
Market value$2.81M
1.84%
Sole
109.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMFORT SYS USA INCSOLE | COM | 14.84K | SH | $7.96M 5.21% | 14.84K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 31.01K | SH | $7.65M 5.00% | 31.01K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 19.63K | SH | $7.42M 4.85% | 19.63K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 13.80K | SH | $7.38M 4.83% | 13.80K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 10.34K | SH | $7.22M 4.73% | 10.34K | 0.00 | 0.00 |
ATMOS ENERGY CORPSOLE | COM | 40.86K | SH | $6.30M 4.12% | 40.86K | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 26.96K | SH | $6.01M 3.93% | 26.96K | 0.00 | 0.00 |
VIPER ENERGY INCSOLE | CL A | 138.48K | SH | $5.28M 3.45% | 138.48K | 0.00 | 0.00 |
DTE ENERGY COSOLE | COM | 37.18K | SH | $4.93M 3.22% | 37.18K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 18.62K | SH | $4.79M 3.13% | 18.62K | 0.00 | 0.00 |
PPL CORPSOLE | COM | 123.48K | SH | $4.18M 2.74% | 123.48K | 0.00 | 0.00 |
AIR PRODS & CHEMS INCSOLE | COM | 14.36K | SH | $4.05M 2.65% | 14.36K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 21.48K | SH | $4.00M 2.61% | 21.48K | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 42.52K | SH | $3.98M 2.60% | 42.52K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 18.46K | SH | $3.58M 2.34% | 18.46K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 2.30K | SH | $3.50M 2.29% | 2.30K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 6.60K | SH | $3.49M 2.29% | 6.60K | 0.00 | 0.00 |
PUBLIC SVC ENTERPRISE GRP INSOLE | COM | 40.40K | SH | $3.40M 2.22% | 40.40K | 0.00 | 0.00 |
PENTAIR PLCSOLE | SHS | 32.85K | SH | $3.37M 2.21% | 32.85K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 55.98K | SH | $3.26M 2.14% | 55.98K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 29.13K | SH | $3.20M 2.09% | 29.13K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 12.44K | SH | $3.19M 2.08% | 12.44K | 0.00 | 0.00 |
SAIA INCSOLE | COM | 11.40K | SH | $3.12M 2.04% | 11.40K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 6.09K | SH | $3.06M 2.00% | 6.09K | 0.00 | 0.00 |
WEYERHAEUSER CO MTN BESOLE | COM NEW | 109.31K | SH | $2.81M 1.84% | 109.31K | 0.00 | 0.00 |
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