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Filers›Holding Co.›HALLSTATT ADVISORS L.P.
DOSSIER · 13F-HR · Q1 2026

HALLSTATT ADVISORS L.P.

HALLSTATT L.P.'s holding co. based in London, UK — $126M in tracked AUM across 15 positions as of Q1 2026.

HL
HALLSTATT L.P.·London, UK·Holding Co.
CIK 0002040638 · last filed Mar 31, 2026
Total AUM
$126M
▲ 18.2%
vs prior
Holdings
15
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

HALLSTATT ADVISORS L.P. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GVA
GRANITE CONSTR INC
$16M132K12.6%
02
GFL
GFL ENVIRONMENTAL INC SUB VTG SHS
$13M319K10.5%
03
CLH
CLEAN HARBORS INC
$13M46K10.5%
04
CWST
CASELLA WASTE SYS INC CL A
$13M165K10.4%
05
G87052109
TE CONNECTIVITY PLC ORD SHS
$11M53K8.8%
06
VST
VISTRA CORP
$10M69K8.2%
07
CTRI
CENTURI HOLDINGS INC COM SHS
$8M286K6.6%
08
SECYF
SECURE WASTE INFRASTRUCTU CORP
$8M502K6.2%
09
EXP
EAGLE MATLS INC
$7M37K5.6%
10
BDC
BELDEN INC
$7M62K5.6%

Filing history

Filing history loading…
AI Agent · grounded in HALLSTATT
haiku-4-5 · 15 positions indexed
Sector mix
  • Tech4%
  • Health Care8%
  • Cons. Disc.16%
  • Industrials41%
  • Energy9%
  • Other22%
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