13F HOLDINGS REPORT
Gallo Partners, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002015727-25-000003
Total Value
$134.0M
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CATERPILLAR INC | CAT | 10,826 | $5.2M | 3.85% |
| 2 | PARKER-HANNIFIN CORP | PH | 6,352 | $4.8M | 3.59% |
| 3 | UNITED RENTALS INC | URI | 5,023 | $4.8M | 3.58% |
| 4 | XYLEM INC | XYL | 32,219 | $4.8M | 3.55% |
| 5 | IAMGOLD CORP | IAG | 336,331 | $4.3M | 3.24% |
| 6 | UNION PAC CORP | UNP | 17,807 | $4.2M | 3.14% |
| 7 | BOEING CO | BA-PA | 18,871 | $4.1M | 3.04% |
| 8 | COMFORT SYS USA INC | 199908104 | 4,860 | $4.0M | 2.99% |
| 9 | XPO INC | XPO | 30,542 | $3.9M | 2.95% |
| 10 | SPX TECHNOLOGIES INC | SPXC | 20,991 | $3.9M | 2.93% |
| 11 | EMCOR GROUP INC | EME | 5,689 | $3.7M | 2.76% |
| 12 | MARTIN MARIETTA MATLS INC | 573284106 | 5,747 | $3.6M | 2.70% |
| 13 | PG&E CORP | PCG-PX | 237,588 | $3.6M | 2.67% |
| 14 | CONSTRUCTION PARTNERS INC | ROAD | 26,541 | $3.4M | 2.52% |
| 15 | DOMINION ENERGY INC | D | 51,371 | $3.1M | 2.34% |
| 16 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 66,236 | $3.1M | 2.32% |
| 17 | MORNINGSTAR INC | MORN | 13,326 | $3.1M | 2.31% |
| 18 | GENERAL MTRS CO | 37045V100 | 47,316 | $2.9M | 2.15% |
| 19 | LINDE PLC | LIN | 5,780 | $2.7M | 2.05% |
| 20 | AMPHENOL CORP NEW | 032095101 | 21,885 | $2.7M | 2.02% |
| 21 | MODINE MFG CO | 607828100 | 18,959 | $2.7M | 2.01% |
| 22 | ROLLINS INC | ROL | 43,890 | $2.6M | 1.92% |
| 23 | AIR PRODS & CHEMS INC | AIIR | 8,968 | $2.4M | 1.82% |
| 24 | IMPINJ INC | PI | 13,382 | $2.4M | 1.80% |
| 25 | DTE ENERGY CO | DTK | 16,937 | $2.4M | 1.79% |
| 26 | D R HORTON INC | 23331A109 | 14,070 | $2.4M | 1.78% |
| 27 | TRANSDIGM GROUP INC | TDG | 1,802 | $2.4M | 1.77% |
| 28 | CARPENTER TECHNOLOGY CORP | CRS | 9,646 | $2.4M | 1.77% |
| 29 | AMERICAN ELEC PWR CO INC | 025537101 | 20,585 | $2.3M | 1.73% |
| 30 | MASTEC INC | MTZ | 10,800 | $2.3M | 1.71% |
| 31 | S&P GLOBAL INC | SPGI | 4,662 | $2.3M | 1.69% |
| 32 | GE AEROSPACE | 369604301 | 7,284 | $2.2M | 1.64% |
| 33 | STERLING INFRASTRUCTURE INC | STRL | 6,318 | $2.1M | 1.60% |
| 34 | ATI INC | ATI | 25,911 | $2.1M | 1.57% |
| 35 | GXO LOGISTICS INCORPORATED | GXO | 39,711 | $2.1M | 1.57% |
| 36 | TOLL BROTHERS INC | TOL | 13,168 | $1.8M | 1.36% |
| 37 | LEGENCE CORP | LGN | 57,024 | $1.8M | 1.31% |
| 38 | CURTISS WRIGHT CORP | CW | 3,227 | $1.8M | 1.31% |
| 39 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 12,031 | $1.8M | 1.31% |
| 40 | KNIFE RIVER CORP | KNF | 21,217 | $1.6M | 1.22% |
| 41 | AMEREN CORP | AEE | 15,091 | $1.6M | 1.18% |
| 42 | JOHNSON CTLS INTL PLC | G51502105 | 14,173 | $1.6M | 1.16% |
| 43 | MUELLER WTR PRODS INC | 624758108 | 60,165 | $1.5M | 1.15% |
| 44 | EQT CORP | EQT | 27,814 | $1.5M | 1.13% |
| 45 | GRANITE CONSTR INC | GVA | 13,762 | $1.5M | 1.13% |
| 46 | HONEYWELL INTL INC | 438516106 | 6,982 | $1.5M | 1.10% |
| 47 | LEAR CORP | LEA | 10,037 | $1.0M | 0.75% |
| 48 | KNIFE RIVER CORP | KNF | 13,000 | $999,310 | 0.75% |
| 49 | A2Z CUST2MATE SOLUTIONS CORP | AZ | 121,507 | $970,841 | 0.72% |
| 50 | QXO INC | QXO-PB | 50,893 | $970,021 | 0.72% |
| 51 | FORWARD AIR CORP | FWRD | 25,835 | $662,410 | 0.49% |
| 52 | DUOS TECHNOLOGIES GROUP INC | DUOT | 60,220 | $443,219 | 0.33% |