Gallo Partners, LP Portfolio Holdings

Gallo Partners, LP

  • $150 Billion
  • Q1 2025

Gallo Partners, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $7.14B, S&P Global Inc. with a value of $6.44B, Trane Technologies PLC with a value of $6.32B, Firstenergy Corp with a value of $5.42B, and General Electric CO with a value of $5.39B.

Examining the 13F form we can see an increase of $14.1B in the current position value, from $136B to 150B.

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 $150 Billion
Industrials: $61.9 Billion
Utilities: $24.6 Billion
ETFs: $14.7 Billion
Energy: $14.3 Billion
Financial Services: $10.9 Billion
Basic Materials: $5.32 Billion
Consumer Defensive: $2.32 Billion
Technology: $1.76 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.14 Billion 4.75% of portfolio
35,776
Q1 2025 Added 143.03%
$167B
$6.44 Billion 4.28% of portfolio
12,665
Q1 2025 Added 115.35%
$100B
$6.32 Billion 4.2% of portfolio
18,761
Q1 2025 Added 184.6%
$23.6B
$5.42 Billion 3.61% of portfolio
134,099
Q1 2025 New
$266B
$5.39 Billion 3.58% of portfolio
26,912
Q1 2025 New
$34.9B
$5.32 Billion 3.54% of portfolio
22,783
Q1 2025 New
$82.2B
$5.22 Billion 3.47% of portfolio
35,533
Q1 2025 New
Linde PLC
-
$5.14 Billion 3.42% of portfolio
-
Q1 2025 New
$87.7B
$4.45 Billion 2.96% of portfolio
9,547
Q1 2025 New
$70.8B
$4.38 Billion 2.91% of portfolio
33,783
Q1 2025 New
$85.6B
$4.32 Billion 2.88% of portfolio
7,115
Q1 2025 Reduced 13.96%
$16.6B
$4.29 Billion 2.86% of portfolio
50,216
Q1 2025 New
$80.3B
$4.23 Billion 2.81% of portfolio
17,461
Q1 2025 Reduced 4.6%
$37.7B
$3.54 Billion 2.36% of portfolio
50,058
Q1 2025 New
$36.6B
$3.38 Billion 2.25% of portfolio
18,642
Q1 2025 New
$33.6B
$3.26 Billion 2.17% of portfolio
189,941
Q1 2025 Added 56.72%
$0
$3.14 Billion 2.09% of portfolio
32,985
Q1 2025 New
$64.7B
$3.11 Billion 2.07% of portfolio
24,263
Q1 2025 New
$23.4B
$3.07 Billion 2.04% of portfolio
84,695
Q1 2025 New
$70.8B
$3.04 Billion 2.02% of portfolio
27,714
Q1 2025 Added 134.27%
$9.42B
$2.95 Billion 1.96% of portfolio
61,112
Q1 2025 New
$0
$2.75 Billion 1.83% of portfolio
4,925
Q1 2025 Added 318.79%
$11.4B
$2.72 Billion 1.81% of portfolio
15,030
Q1 2025 Added 36.01%
$10.4B
$2.69 Billion 1.79% of portfolio
24,165
Q1 2025 New
$48.7B
$2.67 Billion 1.78% of portfolio
10,501
Q1 2025 New
$36.7B
$2.31 Billion 1.54% of portfolio
24,241
Q1 2025 New
$448B
$2.32 Billion 1.54% of portfolio
2,448
Q1 2025 New
$20.2B
$2.22 Billion 1.48% of portfolio
59,382
Q1 2025 New
$13.6B
$2.21 Billion 1.47% of portfolio
12,185
Q1 2025 New
$22.6B
$2.16 Billion 1.44% of portfolio
18,079
Q1 2025 New
$11B
$1.99 Billion 1.32% of portfolio
37,875
Q1 2025 Reduced 13.76%
$130B
$1.99 Billion 1.32% of portfolio
7,319
Q1 2025 Added 1,010.62%
$5.18B
$1.98 Billion 1.32% of portfolio
38,806
Q1 2025 New
$33B
$1.98 Billion 1.31% of portfolio
24,697
Q1 2025 New
$41.1B
$1.93 Billion 1.28% of portfolio
11,223
Q1 2025 New
$20.4B
$1.83 Billion 1.22% of portfolio
34,191
Q1 2025 Added 33.5%
$7.19B
$1.76 Billion 1.17% of portfolio
9,274
Q1 2025 New
Crane Company
-
$1.72 Billion 1.14% of portfolio
-
Q1 2025 New
$105B
$1.7 Billion 1.13% of portfolio
5,898
Q1 2025 New
Viper Energy Inc
-
$1.68 Billion 1.12% of portfolio
-
Q1 2025 Reduced 14.28%
Ftai Aviation LTD
-
$1.61 Billion 1.07% of portfolio
-
Q1 2025 Added 45.25%
$101B
$1.35 Billion 0.9% of portfolio
6,714
Q1 2025 New
$9.26B
$1.32 Billion 0.88% of portfolio
30,954
Q1 2025 New
$25.2B
$1.31 Billion 0.87% of portfolio
36,288
Q1 2025 New
Kodiak Gas Svcs Inc
-
$1.28 Billion 0.85% of portfolio
-
Q1 2025 New
Ge Vernova Inc
-
$1.23 Billion 0.82% of portfolio
-
Q1 2025 New
$3.3B
$1.14 Billion 0.76% of portfolio
40,108
Q1 2025 New
Knife River Corp
-
$1.13 Billion 0.75% of portfolio
-
Q1 2025 Reduced 53.85%
$604M
$604 Million 0.4% of portfolio
42,378
Q1 2025 Reduced 33.86%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $150 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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