13F-HR filed by Gallo Partners, LP
Gallo Partners, LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 48 holding rows worth $152,884,735.
- Accession
- 0001085146-25-005224
- Filer
- CIK 2015727
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 48 entries on the cover page, a total value of $152,884,735 stated on the cover page (in dollars after the unit check, H1), rows summing to $152,884,735 with VALUE read as dollars as filed, 13F file number 028-25341. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| COMFORT SYS USA INC COM | 199908104 | Stock | 14,843 | $7,958,965 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 31,009 | $7,647,130 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 19,629 | $7,421,331 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 13,801 | $7,382,016 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 10,343 | $7,224,276 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 40,864 | $6,297,551 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 26,958 | $6,008,129 | dollars as filed | |
| VIPER ENERGY INC | 927959106 | CL A | 138,483 | $5,280,357 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 37,184 | $4,925,393 | dollars as filed | |
| General Electric Company | 369604301 | COM | 18,619 | $4,792,345 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 123,478 | $4,184,670 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 14,362 | $4,050,946 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 21,477 | $3,997,514 | dollars as filed | |
| GRANITE CONSTR INC COM | 387328107 | Stock | 42,516 | $3,975,671 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 18,457 | $3,577,151 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 2,301 | $3,498,993 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 6,602 | $3,493,448 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 40,401 | $3,400,956 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 32,847 | $3,372,073 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 55,976 | $3,264,520 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 29,132 | $3,201,898 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 12,444 | $3,185,290 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 11,396 | $3,122,389 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 6,092 | $3,055,686 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 109,306 | $2,808,072 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 22,324 | $2,610,570 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 46,874 | $2,593,539 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 11,010 | $2,533,181 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 9,358 | $2,233,756 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 7,679 | $2,232,823 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 21,626 | $2,130,163 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 56,289 | $2,058,489 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 2,723 | $2,051,509 | dollars as filed | |
| BADGER METER INC COM | 056525108 | Stock | 8,151 | $1,996,589 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 29,269 | $1,993,219 | dollars as filed | |
| Linde plc | G54950103 | COM | 4,240 | $1,989,322 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 15,713 | $1,984,394 | dollars as filed | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 86,994 | $1,970,414 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 7,600 | $1,753,549 | dollars as filed | |
| NORTHERN OIL & GAS INC COM | 665531307 | Stock | 48,008 | $1,361,027 | dollars as filed | |
| VSE CORP COM | 918284100 | Stock | 9,354 | $1,225,185 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 13,231 | $918,498 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 17,758 | $564,881 | dollars as filed | |
| GORILLA TECHNOLOGY GROUP INC SHS NEW | G4000K175 | Stock | 21,758 | $432,769 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 654 | $344,848 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 3,308 | $298,150 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 259 | $256,394 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 1,569 | $224,696 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-005224 | this filing | 2025-08-14 | acceptance time not in the bulk data set |