§ 13F · FUND PROFILE
HALLSTATT ADVISORS L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 16Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$134.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GVA | GRANITE CONSTR INC | 141K | $16.3T | 12.1% | NEW |
| 2 | CLH | CLEAN HARBORS INC | 65K | $15.3T | 11.4% | NEW |
| 3 | CWST | CASELLA WASTE SYS INC CL A | 145K | $14.2T | 10.6% | NEW |
| 4 | AER | AERCAP HOLDINGS NV | 93K | $13.4T | 10.0% | NEW |
| 5 | CTRI | CENTURI HOLDINGS INC COM SHS | 345K | $8.7T | 6.5% | NEW |
| 6 | MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 187K | $8.5T | 6.4% | NEW |
| 7 | GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | 194K | $8.3T | 6.2% | NEW |
| 8 | TEL | TE CONNECTIVITY PLC ORD SHS | 36K | $8.3T | 6.2% | NEW |
| 9 | IEX | IDEX CORP | 46K | $8.3T | 6.2% | NEW |
| 10 | MRVL | MARVELL TECHNOLOGY INC | 97K | $8.2T | 6.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HALLSTATT SIGNAL
AC read
HALLSTATT ADVISORS L.P. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed