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CIK: 0002015727
Total reported value
$45.1M
$45.1M
68 檔
47.9%
At the close of Q4 2024, Gallo Partners, LP disclosed equity holdings valued at approximately $45.1M, spread across 68 reported holdings.
During Q4 2024, Gallo Partners, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PH, CP, PKG) accounted for 47.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | Stock-Industrials | 3.86% | +1.19% | NEW | |
| 2 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.21% | — | — | |
| 3 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 2.96% | — | — | |
| 4 | CTAS | Cintas CORP | Stock-Industrials | 2.93% | — | — | |
| 5 | CRH | CRH plc | Stock-Materials | 2.91% | — | — | |
| 6 | RSG | Republic Services Inc | Stock-Industrials | 2.70% | — | — | |
| 7 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 2.67% | — | — | |
| 8 | MLI | Mueller Industries Inc | Stock-Industrials | 2.57% | -0.59% | EXIT | |
| 9 | WCN | Waste Connections Inc | Stock-Industrials | 2.56% | — | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.39% | — | — | |
| 11 | NVT | nVent Electric plc | Stock-Industrials | 2.20% | — | — | |
| 12 | WMB | Williams Cos Inc | Stock-Energy | 2.17% | — | — | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 2.15% | — | — | |
| 14 | PEG | Public Service Enterprise Gp | Stock-Utilities | 2.05% | — | — | |
| 15 | KNF | Knife River CORP | Stock-Materials | 2.02% | — | — | |
| 16 | CLH | Clean Harbors Inc | Stock-Industrials | 1.84% | -1.56% | — | |
| 17 | LII | Lennox International Inc | Stock-Industrials | 1.84% | — | — | |
| 18 | CTVA | Corteva Inc | Stock-Materials | 1.83% | — | — | |
| 19 | PCG | P G & E CORP | Stock-Utilities | 1.80% | — | — | |
| 20 | TT | Trane Technologies plc | Stock-Industrials | 1.79% | — | — | |
| 21 | SPXC | Spx Technologies Inc | Stock-Industrials | 1.78% | — | — | |
| 22 | ENTG | Entegris Inc | Stock-Tech | 1.72% | — | — | |
| 23 | ONT | Onterris Inc | Stock-Other | 1.69% | — | — | |
| 24 | APH | Amphenol Corp-cl A | Stock-Tech | 1.66% | — | — | |
| 25 | ZIM | ZIM Integrated Shipping Services Ltd. | Stock-Other | 1.64% | — | — | |
| 26 | HE | Hawaiian Electric Inds | Stock-Utilities | 1.64% | — | — | |
| 27 | PRIM | Primoris Services CORP | Stock-Industrials | 1.63% | — | — | |
| 28 | ESI | Element Solutions Inc | Stock-Materials | 1.62% | — | — | |
| 29 | TDG | Transdigm Group Inc | Stock-Industrials | 1.58% | — | — | |
| 30 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.58% | — | — | |
| 31 | VNOMUSD | Viper Energy Inc-cl A | Stock-Other | 1.56% | — | — | |
| 32 | ED | Consolidated Edison Inc | Stock-Utilities | 1.51% | — | — | |
| 33 | PPG | Ppg Industries Inc | Stock-Materials | 1.48% | — | — | |
| 34 | CRS | Carpenter Technology | Stock-Industrials | 1.38% | +1.07% | NEW | |
| 35 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.34% | — | — | |
| 36 | GWW | Ww Grainger Inc | Stock-Industrials | 1.31% | — | — | |
| 37 | WSC | Willscot Holdings CORP | Stock-Industrials | 1.25% | — | — | |
| 38 | CACI | Caci International Inc -cl A | Stock-Tech | 1.22% | — | — | |
| 39 | NI | Nisource Inc | Stock-Utilities | 1.17% | — | — | |
| 40 | ALB | Albemarle CORP | Stock-Materials | 1.13% | — | — | |
| 41 | EME | Emcor Group Inc | Stock-Industrials | 1.12% | — | — | |
| 42 | DOW | Dow Inc | Stock-Materials | 1.12% | — | — | |
| 43 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.11% | — | — | |
| 44 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.11% | — | — | |
| 45 | GVA | Granite Construction Inc | Stock-Industrials | 1.10% | -1.44% | — | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 1.08% | — | — | |
| 47 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 1.05% | — | — | |
| 48 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 1.01% | — | — | |
| 49 | DRVN | Driven Brands Holdings Inc | Stock-Other | 0.97% | — | — | |
| 50 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.96% | +4.32% | — |
According to official SEC Form 13F filings, Gallo Partners, LP reported a total U.S. public equity portfolio value of $45.1M across 68 disclosed positions in Q4 2024.
During Q4 2024, Gallo Partners, LP's top holdings by market value included PH (3.9%)、CP (3.2%)、PKG (3.0%). The largest single position, PH, represented 3.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, Gallo Partners, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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