§ 13F · FUND PROFILE
HALLSTATT ADVISORS L.P..
AUM · $142M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GVA | GRANITE CONSTR INC | 132K | $21M | 14.8% | ±0% |
| 2 | CWST | CASELLA WASTE SYS INC CL A | 190K | $18M | 12.9% | +15% |
| 3 | TEL | TE CONNECTIVITY PLC ORD SHS | 67K | $13M | 9.5% | +26% |
| 4 | VST | VISTRA CORP | 81K | $13M | 9.1% | +18% |
| 5 | CTRI | CENTURI HOLDINGS INC COM SHS | 402K | $12M | 8.6% | +41% |
| 6 | CLH | CLEAN HARBORS INC | 40K | $12M | 8.4% | −13% |
| 7 | SEI | SOLARIS ENERGY INFRAS INC COM CL A | 147K | $12M | 8.3% | +22% |
| 8 | APH | AMPHENOL CORP CL A | 65K | $11M | 8.1% | NEW |
| 9 | GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | 266K | $10M | 6.9% | −17% |
| 10 | SECYF | SECURE WASTE INFRASTRUCTU CORP | 502K | $8M | 5.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HALLSTATT SIGNAL
AC read
HALLSTATT ADVISORS L.P. is a Other fund managing $142 million in assets. The fund runs a focused portfolio of just 13 positions.
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