Gallo Partners, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Gallo Partners, LP disclosed 68 US equity positions worth $135.1m in its Q4 2024 13F filing. The largest position was PH at 3.9% of the reported book, followed by CP and PKG.
What did Gallo Partners, LP own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PH PARKER-HANNIFIN CORP | Industrials | 3.9% | $5.3m | 8,269 | – | |
| 2 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 3.2% | $4.4m | 60,426 | – | |
| 3 | PKG PACKAGING CORP AMER | Consumer Cyclical | 3.0% | $4.0m | 17,884 | – | |
| 4 | CTAS CINTAS CORP | Industrials | 3.0% | $4.0m | 21,819 | – | |
| 5 | CRH CRH PLC | Basic Materials | 2.9% | $4.0m | 42,853 | – | |
| 6 | RSG REPUBLIC SVCS INC | Industrials | 2.7% | $3.7m | 18,303 | – | |
| 7 | MOD MODINE MFG CO | Consumer Cyclical | 2.7% | $3.6m | 31,312 | – | |
| 8 | MLI MUELLER INDS INC | Industrials | 2.6% | $3.5m | 44,051 | – | |
| 9 | WCN WASTE CONNECTIONS INC | Industrials | 2.6% | $3.5m | 20,295 | – | |
| 10 | IWM ISHARES TR | 2.4% | $3.3m | 14,721 | – | ||
| 11 | NVT NVENT ELECTRIC PLC | Industrials | 2.2% | $3.0m | 43,918 | – | |
| 12 | WMB WILLIAMS COS INC | Energy | 2.2% | $3.0m | 54,623 | – | |
| 13 | SPGI S&P GLOBAL INC | Financial Services | 2.2% | $2.9m | 5,881 | – | |
| 14 | PEG PUBLIC SVC ENTERPRISE GRP IN | Utilities | 2.1% | $2.8m | 33,055 | – | |
| 15 | KNF KNIFE RIVER CORP | Basic Materials | 2.0% | $2.8m | 27,072 | – | |
| 16 | CLH CLEAN HARBORS INC | Industrials | 1.9% | $2.5m | 10,887 | – | |
| 17 | LII LENNOX INTL INC | Industrials | 1.9% | $2.5m | 4,107 | – | |
| 18 | CTVA CORTEVA INC | Basic Materials | 1.8% | $2.5m | 43,685 | – | |
| 19 | PCG PG&E CORP | Utilities | 1.8% | $2.4m | 121,201 | – | |
| 20 | TT TRANE TECHNOLOGIES PLC | Industrials | 1.8% | $2.4m | 6,592 | – | |
| 21 | SPXC SPX TECHNOLOGIES INC | Industrials | 1.8% | $2.4m | 16,631 | – | |
| 22 | ENTG ENTEGRIS INC | Technology | 1.7% | $2.3m | 23,589 | – | |
| 23 | APH AMPHENOL CORP NEW | Technology | 1.7% | $2.3m | 32,563 | – | |
| 24 | ZIM ZIM INTEGRATED SHIPPING SERV | Industrials | 1.7% | $2.2m | 104,293 | – | |
| 25 | HE HAWAIIAN ELEC INDUSTRIES | Utilities | 1.7% | $2.2m | 229,883 | – | |
| 26 | PRIM PRIMORIS SVCS CORP | Industrials | 1.6% | $2.2m | 29,106 | – | |
| 27 | ESI ELEMENT SOLUTIONS INC | Basic Materials | 1.6% | $2.2m | 86,719 | – | |
| 28 | TDG TRANSDIGM GROUP INC | Industrials | 1.6% | $2.1m | 1,693 | – | |
| 29 | DD DUPONT DE NEMOURS INC | Basic Materials | 1.6% | $2.1m | 28,133 | – | |
| 30 | VNOM VIPER ENERGY INC | 1.6% | $2.1m | 43,344 | – | ||
| 31 | ED CONSOLIDATED EDISON INC | Utilities | 1.5% | $2.1m | 22,984 | – | |
| 32 | PPG PPG INDS INC | Basic Materials | 1.5% | $2.0m | 16,928 | – | |
| 33 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 1.4% | $1.9m | 11,051 | – | |
| 34 | VRT VERTIV HOLDINGS CO | Industrials | 1.4% | $1.8m | 16,073 | – | |
| 35 | GWW GRAINGER W W INC | Industrials | 1.3% | $1.8m | 1,697 | – | |
| 36 | WSC WILLSCOT HLDGS CORP | Industrials | 1.3% | $1.7m | 50,983 | – | |
| 37 | CACI CACI INTL INC | Technology | 1.2% | $1.7m | 4,108 | – | |
| 38 | NI NISOURCE INC | Utilities | 1.2% | $1.6m | 43,228 | – | |
| 39 | ALB ALBEMARLE CORP | Basic Materials | 1.1% | $1.5m | 17,936 | – | |
| 40 | EME EMCOR GROUP INC | Industrials | 1.1% | $1.5m | 3,371 | – | |
| 41 | DOW DOW INC | Basic Materials | 1.1% | $1.5m | 37,875 | – | |
| 42 | LYONDELLBASELL INDUSTRIES N | 1.1% | $1.5m | 20,410 | – | ||
| 43 | WY WEYERHAEUSER CO MTN BE | Real Estate | 1.1% | $1.5m | 53,500 | – | |
| 44 | GVA GRANITE CONSTR INC | Industrials | 1.1% | $1.5m | 17,004 | – | |
| 45 | EMR EMERSON ELEC CO | Industrials | 1.1% | $1.5m | 11,830 | – | |
| 46 | FTAI AVIATION LTD | 1.1% | $1.4m | 9,968 | – | ||
| 47 | ZWS ZURN ELKAY WATER SOLNS CORP | Industrials | 1.0% | $1.4m | 36,734 | – | |
| 48 | DRVN DRIVEN BRANDS HLDGS INC | Consumer Cyclical | 1.0% | $1.3m | 81,642 | – | |
| 49 | FIX COMFORT SYS USA INC | Industrials | 1.0% | $1.3m | 3,095 | – | |
| 50 | PCAR PACCAR INC | Industrials | 0.9% | $1.2m | 11,515 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.