Filed: 11/14/2025ACC: 0002015727-25-000003
📋 What this filing means
GALLO PARTNERS, LP filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $134.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$134.02M
Total AUM (reported)
1.73M
Total Shares
Allocation by class
COM$109.69M81.8%
COMMON STOCK$4.73M3.5%
CL A$4.47M3.3%
SHS$4.30M3.2%
COM NEW$4.17M3.1%
COM CL A$3.37M2.5%
ORDINARY SHARES$1.75M1.3%
Portfolio Concentration
Top 3$14.78M11.0%
4–10$29.26M21.8%
11–25$44.73M33.4%
Rest$45.25M33.8%
Top 3 weight
11.0%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 1.73M
Sole
Full voting authority
1.73M
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)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
CATERPILLAR INC
SOLEShares10.83K
TypeSH
Market value$5.17M
3.85%
Sole
10.83K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares6.35K
TypeSH
Market value$4.82M
3.59%
Sole
6.35K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares5.02K
TypeSH
Market value$4.80M
3.58%
Sole
5.02K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares32.22K
TypeSH
Market value$4.75M
3.55%
Sole
32.22K
Shared
0.00
None
0.00
IAMGOLD CORP
SOLEShares336.33K
TypeSH
Market value$4.35M
3.24%
Sole
336.33K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares17.81K
TypeSH
Market value$4.21M
3.14%
Sole
17.81K
Shared
0.00
None
0.00
BOEING CO
SOLEShares18.87K
TypeSH
Market value$4.07M
3.04%
Sole
18.87K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares4.86K
TypeSH
Market value$4.01M
2.99%
Sole
4.86K
Shared
0.00
None
0.00
XPO INC
SOLEShares30.54K
TypeSH
Market value$3.95M
2.95%
Sole
30.54K
Shared
0.00
None
0.00
SPX TECHNOLOGIES INC
SOLEShares20.99K
TypeSH
Market value$3.92M
2.93%
Sole
20.99K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares5.69K
TypeSH
Market value$3.70M
2.76%
Sole
5.69K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares5.75K
TypeSH
Market value$3.62M
2.70%
Sole
5.75K
Shared
0.00
None
0.00
PG&E CORP
SOLEShares237.59K
TypeSH
Market value$3.58M
2.67%
Sole
237.59K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares26.54K
TypeSH
Market value$3.37M
2.52%
Sole
26.54K
Shared
0.00
None
0.00
DOMINION ENERGY INC
SOLEShares51.37K
TypeSH
Market value$3.14M
2.34%
Sole
51.37K
Shared
0.00
None
0.00
ZURN ELKAY WATER SOLNS CORP
SOLEShares66.24K
TypeSH
Market value$3.12M
2.32%
Sole
66.24K
Shared
0.00
None
0.00
MORNINGSTAR INC
SOLEShares13.33K
TypeSH
Market value$3.09M
2.31%
Sole
13.33K
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares47.32K
TypeSH
Market value$2.88M
2.15%
Sole
47.32K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares5.78K
TypeSH
Market value$2.75M
2.05%
Sole
5.78K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares21.89K
TypeSH
Market value$2.71M
2.02%
Sole
21.89K
Shared
0.00
None
0.00
MODINE MFG CO
SOLEShares18.96K
TypeSH
Market value$2.70M
2.01%
Sole
18.96K
Shared
0.00
None
0.00
KNIFE RIVER CORP
SOLEShares34.22K
TypeSH
Market value$2.63M
1.96%
Sole
34.22K
Shared
0.00
None
0.00
ROLLINS INC
SOLEShares43.89K
TypeSH
Market value$2.58M
1.92%
Sole
43.89K
Shared
0.00
None
0.00
AIR PRODS & CHEMS INC
SOLEShares8.97K
TypeSH
Market value$2.45M
1.82%
Sole
8.97K
Shared
0.00
None
0.00
IMPINJ INC
SOLEShares13.38K
TypeSH
Market value$2.42M
1.80%
Sole
13.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CATERPILLAR INCSOLE | COM | 10.83K | SH | $5.17M 3.85% | 10.83K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 6.35K | SH | $4.82M 3.59% | 6.35K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 5.02K | SH | $4.80M 3.58% | 5.02K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 32.22K | SH | $4.75M 3.55% | 32.22K | 0.00 | 0.00 |
IAMGOLD CORPSOLE | COM | 336.33K | SH | $4.35M 3.24% | 336.33K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 17.81K | SH | $4.21M 3.14% | 17.81K | 0.00 | 0.00 |
BOEING COSOLE | COM | 18.87K | SH | $4.07M 3.04% | 18.87K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 4.86K | SH | $4.01M 2.99% | 4.86K | 0.00 | 0.00 |
XPO INCSOLE | COM | 30.54K | SH | $3.95M 2.95% | 30.54K | 0.00 | 0.00 |
SPX TECHNOLOGIES INCSOLE | COM | 20.99K | SH | $3.92M 2.93% | 20.99K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 5.69K | SH | $3.70M 2.76% | 5.69K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 5.75K | SH | $3.62M 2.70% | 5.75K | 0.00 | 0.00 |
PG&E CORPSOLE | COM | 237.59K | SH | $3.58M 2.67% | 237.59K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | COM CL A | 26.54K | SH | $3.37M 2.52% | 26.54K | 0.00 | 0.00 |
DOMINION ENERGY INCSOLE | COM | 51.37K | SH | $3.14M 2.34% | 51.37K | 0.00 | 0.00 |
ZURN ELKAY WATER SOLNS CORPSOLE | COM | 66.24K | SH | $3.12M 2.32% | 66.24K | 0.00 | 0.00 |
MORNINGSTAR INCSOLE | COM | 13.33K | SH | $3.09M 2.31% | 13.33K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 47.32K | SH | $2.88M 2.15% | 47.32K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 5.78K | SH | $2.75M 2.05% | 5.78K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 21.89K | SH | $2.71M 2.02% | 21.89K | 0.00 | 0.00 |
MODINE MFG COSOLE | COM | 18.96K | SH | $2.70M 2.01% | 18.96K | 0.00 | 0.00 |
KNIFE RIVER CORPSOLE | COMMON STOCK | 34.22K | SH | $2.63M 1.96% | 34.22K | 0.00 | 0.00 |
ROLLINS INCSOLE | COM | 43.89K | SH | $2.58M 1.92% | 43.89K | 0.00 | 0.00 |
AIR PRODS & CHEMS INCSOLE | COM | 8.97K | SH | $2.45M 1.82% | 8.97K | 0.00 | 0.00 |
IMPINJ INCSOLE | COM | 13.38K | SH | $2.42M 1.80% | 13.38K | 0.00 | 0.00 |
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