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Gallo Partners, LP

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13F filer, CIK 2015727, BLOOMFIELD, NJ

Gallo Partners, LP reported $113,354,537 across 36 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 47.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002015727-26-000001

Period
2025-12-31
Reported value
$113M
Holdings
36
Top 10 weight
47.11%
New
19
Sold out
35

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWMnew+28,910$7.12M
EMBJnew+90,224$5.81M
DCInew+59,871$5.31M
HWMnew+20,823$4.27M
PNRnew+40,980$4.27M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XYLexited-32,219-$4.75M
IAGreduced-276,759-$4.56M
UNPexited-17,807-$4.21M
BAexited-18,871-$4.07M
SPXCexited-20,991-$3.92M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002015727-26-000001, largest first. % of portfolio is the value over $113,354,537, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,721 shares; 2025Q1: 35,776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,910 shares 28,910$7.12M6.28%newTimeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,224 shares 90,224$5.81M5.12%newTimeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,269 shares; 2025Q1: 7,115 shares; 2025Q2: 10,343 shares; 2025Q3: 6,352 shares; 2025Q4: 6,351 shares 6,351$5.58M4.92%-1Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,734 shares; 2025Q1: not reported; 2025Q2: 56,289 shares; 2025Q3: 66,236 shares; 2025Q4: 116,955 shares 116,955$5.44M4.8%+50,719Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,585 shares; 2025Q4: 47,139 shares 47,139$5.44M4.8%+26,554Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,881 shares; 2025Q1: 12,665 shares; 2025Q2: 654 shares; 2025Q3: 4,662 shares; 2025Q4: 10,334 shares 10,334$5.4M4.76%+5,672Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,871 shares 59,871$5.31M4.68%newTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,885 shares; 2025Q4: 35,315 shares 35,315$4.77M4.21%+13,430Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33,783 shares; 2025Q2: 21,477 shares; 2025Q3: not reported; 2025Q4: 20,823 shares 20,823$4.27M3.77%newTimeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,847 shares; 2025Q3: not reported; 2025Q4: 40,980 shares 40,980$4.27M3.76%newTimeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,095 shares; 2025Q1: not reported; 2025Q2: 14,843 shares; 2025Q3: 4,860 shares; 2025Q4: 4,462 shares 4,462$4.16M3.67%-398Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,084 shares 11,084$3.99M3.52%newTimeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,046 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,956 shares 17,956$3.92M3.46%newTimeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,995 shares 6,995$3.57M3.15%newTimeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,316 shares; 2025Q4: 43,411 shares 43,411$3.53M3.11%-3,905Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,826 shares; 2025Q4: 6,140 shares 6,140$3.52M3.1%-4,686Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,227 shares; 2025Q4: 6,230 shares 6,230$3.43M3.03%+3,003Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,713 shares; 2025Q3: 30,542 shares; 2025Q4: 23,684 shares 23,684$3.22M2.84%-6,858Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,541 shares; 2025Q4: 26,647 shares 26,647$2.89M2.55%+106Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,747 shares; 2025Q4: 4,460 shares 4,460$2.78M2.45%-1,287Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,168 shares; 2025Q4: 19,234 shares 19,234$2.6M2.29%+6,066Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,982 shares 13,982$2.41M2.12%newTimeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,723 shares; 2025Q3: 5,023 shares; 2025Q4: 2,839 shares 2,839$2.3M2.03%-2,184Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,037 shares; 2025Q2: 6,602 shares; 2025Q3: not reported; 2025Q4: 3,366 shares 3,366$2.2M1.94%newTimeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,746 shares 17,746$2.04M1.8%newTimeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,173 shares; 2025Q4: 16,488 shares 16,488$1.97M1.74%+2,315Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,461 shares 10,461$1.83M1.62%newTimeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,717 shares 6,717$1.74M1.54%newTimeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,592 shares; 2025Q1: 18,761 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,059 shares 4,059$1.58M1.39%newTimeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,728 shares 39,728$1.4M1.23%newTimeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,796 shares 3,796$1.29M1.14%newTimeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,573 shares 58,573$1.16M1.03%newTimeline
IAGIAMGOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336,331 shares; 2025Q4: 59,572 shares 59,572$982K0.87%-276,759Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,062 shares 17,062$907K0.8%newTimeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,911 shares; 2025Q4: 2,671 shares 2,671$307K0.27%-23,240Timeline
LWLGLIGHTWAVE LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,283 shares 67,283$218K0.19%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XYLXYLEM INC32,219$4.75Mshares
UNPUNION PAC CORP17,807$4.21Mshares
BABOEING CO18,871$4.07Mshares
SPXCSPX TECHNOLOGIES INC20,991$3.92Mshares
EMEEMCOR GROUP INC5,689$3.7Mshares
PCGPG&E CORP237,588$3.58Mshares
DDOMINION ENERGY INC51,371$3.14Mshares
MORNMORNINGSTAR INC13,326$3.09Mshares
LINLINDE PLC5,780$2.75Mshares
MODMODINE MFG CO18,959$2.7Mshares
ROLROLLINS INC43,890$2.58Mshares
APDAIR PRODUCTS AND CHEMICALS I8,968$2.45Mshares
PIIMPINJ INC13,382$2.42Mshares
DTEDTE ENERGY CO16,937$2.4Mshares
DHID R HORTON INC14,070$2.38Mshares
TDGTRANSDIGM GROUP INC1,802$2.38Mshares
CRSCARPENTER TECHNOLOGY CORP9,646$2.37Mshares
MTZMASTEC INC10,800$2.3Mshares
GEGE AEROSPACE7,284$2.19Mshares
STRLSTERLING INFRASTRUCTURE INC6,318$2.15Mshares
GXOGXO LOGISTICS INCORPORATED39,711$2.1Mshares
LGNLEGENCE CORP57,024$1.76Mshares
CRDOCREDO TECHNOLOGY GROUP HOLDI12,031$1.75Mshares
KNFKNIFE RIVER CORP21,217$1.63Mshares
AEEAMEREN CORP15,091$1.58Mshares
MWAMUELLER WTR PRODS INC60,165$1.54Mshares
EQTEQT CORP27,814$1.51Mshares
GVAGRANITE CONSTR INC13,762$1.51Mshares
HONHONEYWELL INTL INC6,982$1.47Mshares
LEALEAR CORP10,037$1.01Mshares
KNFKNIFE RIVER CORP13,000$999Kcall
AZA2Z CUST2MATE SOLUTIONS CORP121,507$971Kshares
QXOQXO INC50,893$970Kshares
FWRDFORWARD AIR CORP25,835$662Kshares
DUOTDUOS TECHNOLOGIES GROUP INC60,220$443Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002015727-26-000001 base2026-02-17acceptance time not in the bulk data set