Institutions / Gallo Partners, LP
Gallo Partners, LP
CIK 2015727 · Institution · as of Dec 31, 2025
Portfolio value
$113.35M
Positions
36
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 36 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $7.12M | 6.3% |
| Embraer S.A.EMBJ | $5.81M | 5.1% |
| Parker-Hannifin Corp | $5.58M | 4.9% |
| Zurn Elkay Water Solutions Corp | $5.44M | 4.8% |
| American Electric Power Co Inc | $5.44M | 4.8% |
| S&P Global Inc. | $5.40M | 4.8% |
| DONALDSON Co INC | $5.31M | 4.7% |
| Amphenol Corp /De | $4.77M | 4.2% |
| Howmet Aerospace Inc. | $4.27M | 3.8% |
| PENTAIR plc | $4.27M | 3.8% |
| Comfort Systems USA Inc | $4.16M | 3.7% |
| Acuity Inc | $3.99M | 3.5% |
| MYR Group Inc. | $3.92M | 3.5% |
| Cummins Inc | $3.57M | 3.1% |
| General Motors Co | $3.53M | 3.1% |
| Caterpillar Inc | $3.52M | 3.1% |
| Curtiss Wright Corp | $3.43M | 3.0% |
| XPO Inc | $3.22M | 2.8% |
| Construction Partners Inc | $2.89M | 2.6% |
| Martin Marietta Materials Inc | $2.78M | 2.4% |
| Toll Brothers Incorporated | $2.60M | 2.3% |
| Western Digital Corp | $2.41M | 2.1% |
| United Rentals Inc | $2.30M | 2.0% |
| GE Vernova Inc. | $2.20M | 1.9% |
| Mueller Industries Inc | $2.04M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.