The Analysis of Gallo Partners, LP's Holdings


Currently, Gallo Partners, LP holds 51 types of securities in its portfolio with a total value $133.0M. In the most recent quarter, they have increased their positions in CAT (+10.8K shares, valued at $5.2M), XYL (+32.2K shares, valued at $4.8M), IAG (+336.3K shares, valued at $4.3M); decreased their positions in FIX (-10.0K shares, valued at $8.2M), EME (-8.1K shares, valued at $5.3M), GE (-11.3K shares, valued at $3.4M); initiated new positions in CAT (+10.8K shares, valued at $5.2M), XYL (+32.2K shares, valued at $4.8M), IAG (+336.3K shares, valued at $4.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CAT CATERPILLAR INC10.8K sharesnew addition2025-09-302025-11-14history
PH PARKER-HANNIFIN CORP6.4K shares-38.59%2025-09-302025-11-14history
URI UNITED RENTALS INC5.0K shares84.47%2025-09-302025-11-14history
XYL XYLEM INC32.2K sharesnew addition2025-09-302025-11-14history
IAG IAMGOLD CORP336.3K sharesnew addition2025-09-302025-11-14history
UNP UNION PAC CORP17.8K shares61.73%2025-09-302025-11-14history
BA BOEING CO18.9K sharesnew addition2025-09-302025-11-14history
FIX COMFORT SYS USA INC4.9K shares-67.26%2025-09-302025-11-14history
Sponsored
XPO XPO INC30.5K shares94.37%2025-09-302025-11-14history
SPXC SPX TECHNOLOGIES INC21.0K sharesnew addition2025-09-302025-11-14history
EME EMCOR GROUP INC5.7K shares-58.78%2025-09-302025-11-14history
MLM MARTIN MARIETTA MATLS INC5.7K sharesnew addition2025-09-302025-11-14history
PCG PG&E CORP237.6K sharesnew addition2025-09-302025-11-14history
ROAD CONSTRUCTION PARTNERS INC26.5K sharesnew addition2025-09-302025-11-14history
D DOMINION ENERGY INC51.4K sharesnew addition2025-09-302025-11-14history
ZWS ZURN ELKAY WATER SOLNS CORP66.2K shares17.67%2025-09-302025-11-14history
Sponsored
MORN MORNINGSTAR INC13.3K sharesnew addition2025-09-302025-11-14history
GM GENERAL MTRS CO47.3K sharesnew addition2025-09-302025-11-14history
LIN LINDE PLC5.8K shares36.32%2025-09-302025-11-14history
APH AMPHENOL CORP NEW21.9K sharesnew addition2025-09-302025-11-14history
MOD MODINE MFG CO19.0K shares-12.33%2025-09-302025-11-14history
ROL ROLLINS INC43.9K sharesnew addition2025-09-302025-11-14history
APD AIR PRODS & CHEMS INC9.0K shares-37.56%2025-09-302025-11-14history
PI IMPINJ INC13.4K sharesnew addition2025-09-302025-11-14history
Sponsored
DTE DTE ENERGY CO16.9K shares-54.45%2025-09-302025-11-14history
DHI D R HORTON INC14.1K sharesnew addition2025-09-302025-11-14history
TDG TRANSDIGM GROUP INC1.8K shares-21.69%2025-09-302025-11-14history
CRS CARPENTER TECHNOLOGY CORP9.6K sharesnew addition2025-09-302025-11-14history
AEP AMERICAN ELEC PWR CO INC20.6K sharesnew addition2025-09-302025-11-14history
MTZ MASTEC INC10.8K sharesnew addition2025-09-302025-11-14history
SPGI S&P GLOBAL INC4.7K shares612.84%2025-09-302025-11-14history
GE GE AEROSPACE7.3K shares-60.88%2025-09-302025-11-14history
Sponsored
STRL STERLING INFRASTRUCTURE INC6.3K shares-16.87%2025-09-302025-11-14history
ATI ATI INC25.9K sharesnew addition2025-09-302025-11-14history
GXO GXO LOGISTICS INCORPORATED39.7K sharesnew addition2025-09-302025-11-14history
TOL TOLL BROTHERS INC13.2K sharesnew addition2025-09-302025-11-14history
LGN LEGENCE CORP57.0K sharesnew addition2025-09-302025-11-14history
CW CURTISS WRIGHT CORP3.2K sharesnew addition2025-09-302025-11-14history
CRDO CREDO TECHNOLOGY GROUP HOLDI12.0K sharesnew addition2025-09-302025-11-14history
KNF KNIFE RIVER CORP21.2K sharesnew addition2025-09-302025-11-14history
Sponsored
AEE AMEREN CORP15.1K sharesnew addition2025-09-302025-11-14history
JCI JOHNSON CTLS INTL PLC14.2K sharesnew addition2025-09-302025-11-14history
MWA MUELLER WTR PRODS INC60.2K sharesnew addition2025-09-302025-11-14history
EQT EQT CORP27.8K shares-50.31%2025-09-302025-11-14history
GVA GRANITE CONSTR INC13.8K shares-67.63%2025-09-302025-11-14history
HON HONEYWELL INTL INC7.0K sharesnew addition2025-09-302025-11-14history
LEA LEAR CORP10.0K sharesnew addition2025-09-302025-11-14history
AZ A2Z CUST2MATE SOLUTIONS CORP121.5K sharesnew addition2025-09-302025-11-14history
Sponsored
QXO QXO INC50.9K sharesnew addition2025-09-302025-11-14history
FWRD FORWARD AIR CORP25.8K sharesnew addition2025-09-302025-11-14history
DUOT DUOS TECHNOLOGIES GROUP INC60.2K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
KNF Call CallKNIFE RIVER CORP13.0K sharesnew addition2025-09-302025-11-14history

Put Option Holdings
No put option holdings data available