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). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CAT CATERPILLAR INC10.8K sharesnew addition2025-09-302025-11-14
PH PARKER-HANNIFIN CORP6.4K shares-38.59%2025-09-302025-11-14
URI UNITED RENTALS INC5.0K shares84.47%2025-09-302025-11-14
XYL XYLEM INC32.2K sharesnew addition2025-09-302025-11-14
IAG IAMGOLD CORP336.3K sharesnew addition2025-09-302025-11-14
UNP UNION PAC CORP17.8K shares61.73%2025-09-302025-11-14
BA BOEING CO18.9K sharesnew addition2025-09-302025-11-14
FIX COMFORT SYS USA INC4.9K shares-67.26%2025-09-302025-11-14
XPO XPO INC30.5K shares94.37%2025-09-302025-11-14
SPXC SPX TECHNOLOGIES INC21.0K sharesnew addition2025-09-302025-11-14
EME EMCOR GROUP INC5.7K shares-58.78%2025-09-302025-11-14
MLM MARTIN MARIETTA MATLS INC5.7K sharesnew addition2025-09-302025-11-14
PCG PG&E CORP237.6K sharesnew addition2025-09-302025-11-14
ROAD CONSTRUCTION PARTNERS INC26.5K sharesnew addition2025-09-302025-11-14
D DOMINION ENERGY INC51.4K sharesnew addition2025-09-302025-11-14
ZWS ZURN ELKAY WATER SOLNS CORP66.2K shares17.67%2025-09-302025-11-14
MORN MORNINGSTAR INC13.3K sharesnew addition2025-09-302025-11-14
GM GENERAL MTRS CO47.3K sharesnew addition2025-09-302025-11-14
LIN LINDE PLC5.8K shares36.32%2025-09-302025-11-14
APH AMPHENOL CORP NEW21.9K sharesnew addition2025-09-302025-11-14
MOD MODINE MFG CO19.0K shares-12.33%2025-09-302025-11-14
ROL ROLLINS INC43.9K sharesnew addition2025-09-302025-11-14
APD AIR PRODS & CHEMS INC9.0K shares-37.56%2025-09-302025-11-14
PI IMPINJ INC13.4K sharesnew addition2025-09-302025-11-14
DTE DTE ENERGY CO16.9K shares-54.45%2025-09-302025-11-14
DHI D R HORTON INC14.1K sharesnew addition2025-09-302025-11-14
TDG TRANSDIGM GROUP INC1.8K shares-21.69%2025-09-302025-11-14
CRS CARPENTER TECHNOLOGY CORP9.6K sharesnew addition2025-09-302025-11-14
AEP AMERICAN ELEC PWR CO INC20.6K sharesnew addition2025-09-302025-11-14
MTZ MASTEC INC10.8K sharesnew addition2025-09-302025-11-14
SPGI S&P GLOBAL INC4.7K shares612.84%2025-09-302025-11-14
GE GE AEROSPACE7.3K shares-60.88%2025-09-302025-11-14
STRL STERLING INFRASTRUCTURE INC6.3K shares-16.87%2025-09-302025-11-14
ATI ATI INC25.9K sharesnew addition2025-09-302025-11-14
GXO GXO LOGISTICS INCORPORATED39.7K sharesnew addition2025-09-302025-11-14
TOL TOLL BROTHERS INC13.2K sharesnew addition2025-09-302025-11-14
LGN LEGENCE CORP57.0K sharesnew addition2025-09-302025-11-14
CW CURTISS WRIGHT CORP3.2K sharesnew addition2025-09-302025-11-14
CRDO CREDO TECHNOLOGY GROUP HOLDI12.0K sharesnew addition2025-09-302025-11-14
KNF KNIFE RIVER CORP21.2K sharesnew addition2025-09-302025-11-14
AEE AMEREN CORP15.1K sharesnew addition2025-09-302025-11-14
JCI JOHNSON CTLS INTL PLC14.2K sharesnew addition2025-09-302025-11-14
MWA MUELLER WTR PRODS INC60.2K sharesnew addition2025-09-302025-11-14
EQT EQT CORP27.8K shares-50.31%2025-09-302025-11-14
GVA GRANITE CONSTR INC13.8K shares-67.63%2025-09-302025-11-14
HON HONEYWELL INTL INC7.0K sharesnew addition2025-09-302025-11-14
LEA LEAR CORP10.0K sharesnew addition2025-09-302025-11-14
AZ A2Z CUST2MATE SOLUTIONS CORP121.5K sharesnew addition2025-09-302025-11-14
QXO QXO INC50.9K sharesnew addition2025-09-302025-11-14
FWRD FORWARD AIR CORP25.8K sharesnew addition2025-09-302025-11-14
DUOT DUOS TECHNOLOGIES GROUP INC60.2K sharesnew addition2025-09-302025-11-14
Call Option Holdings
KNF Call CallKNIFE RIVER CORP13.0K sharesnew addition2025-09-302025-11-14
Put Option Holdings
No put option holdings data available