DOSSIER · 13F-HR · Q1 2026

HALLSTATT ADVISORS L.P.

$126M in tracked AUM across 15 positions as of Q1 2026.

HA
CIK 0002040638 · last filed Mar 31, 2026
Total AUM
$126M
as of Q1 2026
Holdings
15
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$126M 5.8%
15 positionsView →
2025Q4Dec 31
$134M
16 positionsView →