13F-HR filed by Gallo Partners, LP
Gallo Partners, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 36 holding rows worth $113,354,537.
- Accession
- 0002015727-26-000001
- Filer
- CIK 2015727
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 36 entries on the cover page, a total value of $113,354,537 stated on the cover page (in dollars after the unit check, H1), rows summing to $113,354,537 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 |
|---|---|---|---|---|---|---|
| iShares Russell 2000 ETF | 464287655 | SHS | 28,910 | $7,116,486 | dollars as filed | |
| EMBRAER S.A. | 29082A107 | SPONSORED ADS | 90,224 | $5,807,720 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 6,351 | $5,582,275 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 116,955 | $5,437,238 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 47,139 | $5,435,598 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 10,334 | $5,400,444 | dollars as filed | |
| DONALDSON INC COM | 257651109 | Stock | 59,871 | $5,308,163 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 35,315 | $4,772,469 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 20,823 | $4,269,132 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 40,980 | $4,267,658 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 4,462 | $4,164,339 | dollars as filed | |
| ACUITY INC COM | 00508Y102 | Stock | 11,084 | $3,990,684 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 17,956 | $3,923,387 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 6,995 | $3,570,598 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 43,411 | $3,530,182 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 6,140 | $3,517,422 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 6,230 | $3,434,412 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 23,684 | $3,218,892 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 26,647 | $2,892,533 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 4,460 | $2,777,064 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 19,234 | $2,600,821 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 13,982 | $2,408,678 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 2,839 | $2,297,659 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 3,366 | $2,199,916 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 17,746 | $2,037,240 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 16,488 | $1,974,439 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 10,461 | $1,834,440 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 6,717 | $1,742,322 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 4,059 | $1,579,762 | dollars as filed | |
| RESIDEO TECHNOLOGIES INC COM | 76118Y104 | Stock | 39,728 | $1,395,247 | dollars as filed | |
| HUNTINGTON INGALLS INDS INC COM | 446413106 | Stock | 3,796 | $1,290,906 | dollars as filed | |
| HUDBAY MINERALS INC COM | 443628102 | Stock | 58,573 | $1,162,873 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 59,572 | $982,341 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 17,062 | $906,675 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 2,671 | $306,524 | dollars as filed | |
| LIGHTWAVE LOGIC INC | 532275104 | COM | 67,283 | $217,998 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002015727-26-000001 | this filing | 2026-02-17 | acceptance time not in the bulk data set |