Gallo Partners, LP Portfolio Holdings

Gallo Partners, LP

  • $134 Billion
  • Q3 2025

Gallo Partners, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Caterpillar Inc with a value of $5.17B, Parker Hannifin Corp with a value of $4.82B, United Rentals, Inc. with a value of $4.8B, Xylem Inc. with a value of $4.75B, and Iamgold Corp with a value of $4.35B.

Examining the 13F form we can see an decrease of $18.9B in the current position value, from $153B to 134B.

Gallo Partners, LP is based out at Bloomfield, NJ

Below you can find more details about Gallo Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
Industrials: $73.3 Billion
Consumer Cyclical: $13.4 Billion
Utilities: $13 Billion
Basic Materials: $10.4 Billion
Technology: $7.32 Billion
Financial Services: $5.36 Billion
Energy: $1.51 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$291B
$5.17 Billion 3.85% of portfolio
10,826
Q3 2025 New
$107B
$4.82 Billion 3.59% of portfolio
6,352
Q3 2025 Reduced 38.59%
$55.9B
$4.8 Billion 3.58% of portfolio
5,023
Q3 2025 Added 84.47%
$25.7B
$4.75 Billion 3.55% of portfolio
32,219
Q3 2025 New
$6.58B
$4.35 Billion 3.24% of portfolio
336,331
Q3 2025 New
$136B
$4.21 Billion 3.14% of portfolio
17,807
Q3 2025 Added 61.73%
$114B
$4.07 Billion 3.04% of portfolio
18,871
Q3 2025 New
$32.5B
$4.01 Billion 2.99% of portfolio
4,860
Q3 2025 Reduced 67.26%
$15.4B
$3.95 Billion 2.95% of portfolio
30,542
Q3 2025 Added 94.37%
$9.56B
$3.92 Billion 2.93% of portfolio
20,991
Q3 2025 New
$29.5B
$3.7 Billion 2.76% of portfolio
5,689
Q3 2025 Reduced 58.78%
$37.2B
$3.62 Billion 2.7% of portfolio
5,747
Q3 2025 New
$32.8B
$3.58 Billion 2.67% of portfolio
237,588
Q3 2025 New
$4.4B
$3.37 Billion 2.52% of portfolio
26,541
Q3 2025 New
$50.4B
$3.14 Billion 2.34% of portfolio
51,371
Q3 2025 New
$8.19B
$3.12 Billion 2.32% of portfolio
66,236
Q3 2025 Added 17.67%
$100B
$2.88 Billion 2.15% of portfolio
47,316
Q3 2025 New
Linde PLC
-
$2.75 Billion 2.05% of portfolio
-
Q3 2025 Added 36.32%
$79.6B
$2.71 Billion 2.02% of portfolio
21,885
Q3 2025 New
$6.87B
$2.7 Billion 2.01% of portfolio
18,959
Q3 2025 Reduced 12.33%
$28.7B
$2.58 Billion 1.92% of portfolio
43,890
Q3 2025 New
$57.5B
$2.45 Billion 1.82% of portfolio
8,968
Q3 2025 Reduced 37.56%
$3.69B
$2.42 Billion 1.8% of portfolio
13,382
Q3 2025 New
$26.6B
$2.4 Billion 1.79% of portfolio
16,937
Q3 2025 Reduced 54.45%
$49.5B
$2.38 Billion 1.78% of portfolio
14,070
Q3 2025 New
$16B
$2.37 Billion 1.77% of portfolio
9,646
Q3 2025 New
$72.7B
$2.38 Billion 1.77% of portfolio
1,802
Q3 2025 Reduced 21.69%
$62.3B
$2.32 Billion 1.73% of portfolio
20,585
Q3 2025 New
$15B
$2.3 Billion 1.71% of portfolio
10,800
Q3 2025 New
$159B
$2.27 Billion 1.69% of portfolio
4,662
Q3 2025 Added 612.84%
$328B
$2.19 Billion 1.64% of portfolio
7,284
Q3 2025 Reduced 60.88%
$10.3B
$2.15 Billion 1.6% of portfolio
6,318
Q3 2025 Reduced 16.87%
$12.9B
$2.11 Billion 1.57% of portfolio
25,911
Q3 2025 New
$5.88B
$2.1 Billion 1.57% of portfolio
39,711
Q3 2025 New
$14.8B
$1.82 Billion 1.36% of portfolio
13,168
Q3 2025 New
$21.2B
$1.75 Billion 1.31% of portfolio
12,031
Q3 2025 New
$21.2B
$1.75 Billion 1.31% of portfolio
3,227
Q3 2025 New
Legence Corp
-
$1.76 Billion 1.31% of portfolio
-
Q3 2025 New
Knife River Corp
-
$1.63 Billion 1.22% of portfolio
-
Q3 2025 New
$27.1B
$1.58 Billion 1.18% of portfolio
15,091
Q3 2025 New
$81.8B
$1.56 Billion 1.16% of portfolio
14,173
Q3 2025 New
$3.63B
$1.54 Billion 1.15% of portfolio
60,165
Q3 2025 New
$22B
$1.51 Billion 1.13% of portfolio
27,814
Q3 2025 Reduced 50.31%
$4.48B
$1.51 Billion 1.13% of portfolio
13,762
Q3 2025 Reduced 67.63%
$132B
$1.47 Billion 1.1% of portfolio
6,982
Q3 2025 New
$6.3B
$1.01 Billion 0.75% of portfolio
10,037
Q3 2025 New
Qxo Inc
-
$970 Million 0.72% of portfolio
-
Q3 2025 New
A2 Z Cust2 Mate Solutions Corp
-
$971 Million 0.72% of portfolio
-
Q3 2025 New
Forward Air Corp
-
$662 Million 0.49% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $134 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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