0001085146-25-003313.txt : 20250515 0001085146-25-003313.hdr.sgml : 20250515 20250515161145 ACCESSION NUMBER: 0001085146-25-003313 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250515 DATE AS OF CHANGE: 20250515 EFFECTIVENESS DATE: 20250515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gallo Partners, LP CENTRAL INDEX KEY: 0002015727 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25341 FILM NUMBER: 25953116 BUSINESS ADDRESS: STREET 1: 22 NORTH END TERRACE CITY: BLOOMFIELD STATE: NJ ZIP: 07003 BUSINESS PHONE: 862-208-9533 MAIL ADDRESS: STREET 1: 22 NORTH END TERRACE CITY: BLOOMFIELD STATE: NJ ZIP: 07003 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002015727 XXXXXXXX 03-31-2025 03-31-2025 false Gallo Partners, LP

22 NORTH END TERRACE BLOOMFIELD NJ 07003

13F HOLDINGS REPORT 028-25341 000329774 801-129560 N Gregg L. Kudisch 973-200-1755 /s/Gregg L. Kudisch New York NY 05-15-2025 0 56 150349124 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 5218377 35533 SH SOLE 35533 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 3142376 28922 SH SOLE 28922 0 0 AMETEK INC COM 031100100 BBG001S5NN54 1931927 11223 SH SOLE 11223 0 0 BADGER METER INC COM 056525108 BBG001S5P8Q2 1764379 9274 SH SOLE 9274 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 BBG001S5Q5M1 2723136 15030 SH SOLE 15030 0 0 CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 3068499 84695 SH SOLE 84695 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1353744 6714 SH SOLE 6714 0 0 CORE & MAIN INC CL A 21874C102 BBG01163K3R5 2952322 61112 SH SOLE 61112 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2315270 2448 SH SOLE 2448 0 0 CRANE COMPANY COMMON STOCK 224408104 BBG016G0L0V9 1716689 11207 SH SOLE 11207 0 0 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 2220887 59382 SH SOLE 59382 0 0 EATON CORP PLC SHS G29183103 BBG001S5QZ45 1989524 7319 SH SOLE 7319 0 0 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 3038563 27714 SH SOLE 27714 0 0 ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 4292966 50216 SH SOLE 50216 0 0 EOG RES INC COM 26875P101 BBG001S5ZB93 3111487 24263 SH SOLE 24263 0 0 EQT CORP COM 26884L109 BBG001S5QXJ4 1826825 34191 SH SOLE 34191 0 0 EXPAND ENERGY CORPORATION COM 165167735 BBG00Z6DX607 2690048 24165 SH SOLE 24165 0 0 FIRSTENERGY CORP COM 337932107 BBG001S5R3N4 5420281 134099 SH SOLE 134099 0 0 FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 1607604 14479 SH SOLE 14479 0 0 FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 444121 8000 SH Call SOLE 8000 0 0 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 5386437 26912 SH SOLE 26912 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W77 1232416 4037 SH SOLE 4037 0 0 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 4382668 33783 SH SOLE 33783 0 0 IDEX CORP COM 45167R104 BBG001S67N14 2205120 12185 SH SOLE 12185 0 0 INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 1976501 24697 SH SOLE 24697 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 7136954 35776 SH SOLE 35776 0 0 ISHARES TR US HOME CONS ETF 464288752 BBG001SQZTR8 3140502 32985 SH SOLE 32985 0 0 KNIFE RIVER CORP COMMON STOCK 498894104 BBG002N3N2W8 1126993 12493 SH SOLE 12493 0 0 KODIAK GAS SVCS INC COM 50012A108 BBG01G4G6YQ4 1283121 34400 SH SOLE 34400 0 0 LINDE PLC SHS G54950103 BBG01FND0CH6 5139735 11038 SH SOLE 11038 0 0 MATADOR RES CO COM 576485205 BBG001T3L5S4 1982598 38806 SH SOLE 38806 0 0 MONTROSE ENVIRONMENTAL GROUP COM 615111101 BBG005Q29V07 604310 42378 SH SOLE 42378 0 0 MONTROSE ENVIRONMENTAL GROUP COM 615111101 BBG005Q29V07 85560 60000 SH Call SOLE 60000 0 0 MOODYS CORP COM 615369105 BBG001S5VP87 4445942 9547 SH SOLE 9547 0 0 MURPHY OIL CORP COM 626717102 BBG001S5TG80 1139067 40108 SH SOLE 40108 0 0 MYR GROUP INC DEL COM 55405W104 BBG001S8GYM3 457563 4046 SH SOLE 4046 0 0 NANO NUCLEAR ENERGY INC COM 63010H108 BBG01F7QNWH6 384226 14521 SH SOLE 14521 0 0 NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 2314046 24241 SH SOLE 24241 0 0 NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7B03 1985408 37875 SH SOLE 37875 0 0 OVINTIV INC COM 69047Q102 BBG00R2NHQ74 1324831 30954 SH SOLE 30954 0 0 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 4324854 7115 SH SOLE 7115 0 0 PG&E CORP COM 69331C108 BBG001S5V206 3263186 189941 SH SOLE 189941 0 0 POWELL INDS INC COM 739128106 BBG001S5VBT5 216660 1272 SH SOLE 1272 0 0 PPL CORP COM 69351T106 BBG001S5VC31 1310359 36288 SH SOLE 36288 0 0 QUANTA SVCS INC COM 74762E102 BBG001S5VH85 2669145 10501 SH SOLE 10501 0 0 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 4228357 17461 SH SOLE 17461 0 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 6435088 12665 SH SOLE 12665 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1699450 5898 SH SOLE 5898 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2754995 4925 SH SOLE 4925 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 6320957 18761 SH SOLE 18761 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 486268 6735 SH SOLE 6735 0 0 VIPER ENERGY INC CL A 927959106 BBG006G57XH9 1677459 37153 SH SOLE 37153 0 0 VULCAN MATLS CO COM 929160109 BBG001S5X8R2 5315274 22783 SH SOLE 22783 0 0 WABTEC COM 929740108 BBG001S5XBT3 3380727 18642 SH SOLE 18642 0 0 XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 3543605 50058 SH SOLE 50058 0 0 XYLEM INC COM 98419M100 BBG001V05C73 2159717 18079 SH SOLE 18079 0 0