DOSSIER · 13F-HR · Q2 2026

HALLSTATT ADVISORS L.P.

$142M in tracked AUM across 13 positions as of Q2 2026.

HA
CIK 0002040638 · last filed Jun 30, 2026
Total AUM
$142M
as of Q2 2026
Holdings
13
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HALLSTATT ADVISORS L.P. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GVA
GRANITE CONSTR INC
$21M132K14.8%
02
CWST
CASELLA WASTE SYS INC CL A
$18M190K12.9%
03
G87052109
TE CONNECTIVITY PLC ORD SHS
$13M67K9.5%
04
VST
VISTRA CORP
$13M81K9.1%
05
CTRI
CENTURI HOLDINGS INC COM SHS
$12M402K8.6%
06
CLH
CLEAN HARBORS INC
$12M40K8.4%
07
SEI
SOLARIS ENERGY INFRAS INC COM CL A
$12M147K8.3%
08
APH
AMPHENOL CORP CL A
$11M65K8.1%
09
GFL
GFL ENVIRONMENTAL INC SUB VTG SHS
$10M266K6.9%
10
SECYF
SECURE WASTE INFRASTRUCTU CORP
$8M502K5.5%

Filing history

2026Q2Jun 30
$142M▲ 12.3%
13 positionsView →
2026Q1Mar 31
$126M▼ 5.8%
15 positionsView →
2025Q4Dec 31
$134M—
16 positionsView →