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Gallo Partners, LP
Gallo Partners, LP is an SEC-registered hedge fund and investment advisory firm founded in 2011, headquartered in Bloomfield, New Jersey. The firm primarily manages assets for privately pooled investment vehicles via a master-feeder structure and provides discretionary portfolio management for institutional clients and pooled vehicles. With approximately 5 employees—including investment professionals—it operates with a focus on strong advisor-to-client ratios, managing over $266 million in regulatory assets for a concentrated set of institutional clients and funds.
Investment Strategy
Gallo Partners, LP specializes in discretionary portfolio management for pooled investment vehicles, employing a fundamentally driven approach to investing in publicly traded equities with a focus on industrial, energy, and utility sectors. The firm utilizes a master-feeder fund structure and aims for portfolio diversification across high-conviction positions, making selective investments in U.S. companies through rigorous quantitative and qualitative research processes. Its strategy emphasizes capital appreciation through active management and security selection within liquid U.S. markets.
Latest 13F Filing Activity
Gallo Partners, LP filed their most recent 13F report on Jun 30, 2025 disclosing 48 equity positions with a total 13F market value of $153M. The fund increased holdings in Comfort SYS USA Inc., Emcor Group Inc., Atmos Energy Corp. among other positions. Gallo Partners, LP reduced exposure to Ishares TR, Trane Technologies PLC, S&P Global Inc. among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FIX | COMFORT SYS USA INC | 5.21% | $8.0M | 14,843 | $536.21 | $536.21 | +$8.0M |
R RSG | REPUBLIC SVCS INC | 5.00% | $7.6M | 31,009 | $221.03 | $246.61 | +$3.4M |
P PWR | QUANTA SVCS INC | 4.85% | $7.4M | 19,629 | $311.80 | $378.08 | +$4.8M |
E EME | EMCOR GROUP INC | 4.83% | $7.4M | 13,801 | $534.89 | $534.89 | +$7.4M |
P PH | PARKER-HANNIFIN CORP | 4.73% | $7.2M | 10,343 | $655.52 | $698.47 | +$2.9M |
Industry Allocation
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