13F-HR filed by Gallo Partners, LP
Gallo Partners, LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 52 holding rows worth $134,015,362.
- Accession
- 0002015727-25-000003
- Filer
- CIK 2015727
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 52 entries on the cover page, a total value of $134,015,362 stated on the cover page (in dollars after the unit check, H1), rows summing to $134,015,362 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 |
|---|---|---|---|---|---|---|
| Caterpillar Inc. | 149123101 | COM | 10,826 | $5,165,626 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 6,352 | $4,815,768 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 5,023 | $4,795,258 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 32,219 | $4,752,303 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 336,331 | $4,348,759 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 17,807 | $4,209,040 | dollars as filed | |
| Boeing Company | 097023105 | COM | 18,871 | $4,072,928 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 4,860 | $4,010,376 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 30,542 | $3,948,165 | dollars as filed | |
| SPX TECHNOLOGIES INC | 78473E103 | COM | 20,991 | $3,920,699 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 5,689 | $3,695,234 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 5,747 | $3,622,219 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 237,588 | $3,582,827 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 26,541 | $3,370,707 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 51,371 | $3,142,364 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 66,236 | $3,115,080 | dollars as filed | |
| MORNINGSTAR INC COM | 617700109 | Stock | 13,326 | $3,091,765 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 47,316 | $2,884,857 | dollars as filed | |
| Linde plc | G54950103 | COM | 5,780 | $2,745,500 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 21,885 | $2,708,269 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 18,959 | $2,695,211 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 43,890 | $2,578,098 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 8,968 | $2,445,752 | dollars as filed | |
| IMPINJ INC | 453204109 | COM | 13,382 | $2,418,798 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 16,937 | $2,395,400 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 14,070 | $2,384,443 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 1,802 | $2,375,072 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 9,646 | $2,368,479 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 20,585 | $2,315,815 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 10,800 | $2,298,348 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 4,662 | $2,269,042 | dollars as filed | |
| General Electric Company | 369604301 | COM | 7,284 | $2,191,173 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 6,318 | $2,146,098 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 25,911 | $2,107,600 | dollars as filed | |
| GXO LOGISTICS INCORPORATED COMMON STOCK | 36262G101 | Stock | 39,711 | $2,100,314 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 13,168 | $1,819,028 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 57,024 | $1,756,909 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 3,227 | $1,752,068 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 12,031 | $1,751,834 | dollars as filed | |
| KNIFE RIVER CORP COMMON STOCK | 498894104 | Stock | 21,217 | $1,630,951 | dollars as filed | |
| AMEREN CORP COM | 023608102 | Stock | 15,091 | $1,575,198 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 14,173 | $1,558,320 | dollars as filed | |
| MUELLER WTR PRODS INC COM SER A | 624758108 | Stock | 60,165 | $1,535,412 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 27,814 | $1,513,917 | dollars as filed | |
| GRANITE CONSTR INC COM | 387328107 | Stock | 13,762 | $1,509,003 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 6,982 | $1,469,712 | dollars as filed | |
| LEAR CORP COM NEW | 521865204 | Stock | 10,037 | $1,009,822 | dollars as filed | |
| KNIFE RIVER CORP COMMON STOCK | 498894104 | Stock | 13,000 | $999,310 | dollars as filed | call |
| A2Z CUST2MATE SOLUTIONS CORP | 002205102 | COM | 121,507 | $970,841 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 50,893 | $970,021 | dollars as filed | |
| FORWARD AIR CORP COM | 34986A104 | Stock | 25,835 | $662,410 | dollars as filed | |
| DUOS TECHNOLOGIES GROUP INC | 266042407 | COMMON STOCK | 60,220 | $443,219 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002015727-25-000003 | this filing | 2025-11-14 | acceptance time not in the bulk data set |