Institutional Fund
Hallstatt Advisors L.P.
New York, NYCIK 20406382 filings on record
Portfolio Value
$126.41M
Q1 2026
Holdings
15
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-5.8%
from $134.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Granite Constr Inc12.6%
- Gfl Environmental Inc10.5%
- Clean Harbors Inc10.5%
- Casella Waste Sys Inc10.4%
- Te Connectivity PLC8.8%
- Vistra Corp8.2%
- Other39.1%
Portfolio Holdings
15 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Granite Constr Inc | 132.5K | $15.88M | 12.6% | −8.5K | Reduced |
| 2 | Gfl Environmental Inc | 319.3K | $13.32M | 10.5% | +125.7K | Added |
| 3 | Clean Harbors Inc | 46.1K | $13.22M | 10.5% | −19.0K | Reduced |
| 4 | Casella Waste Sys Inc | 165.4K | $13.12M | 10.4% | +20.2K | Added |
| 5 | Te Connectivity PLC | 52.9K | $11.06M | 8.8% | +16.5K | Added |
| 6 | Vistra Corp | 69.1K | $10.38M | 8.2% | +69.1K | New |
| 7 | Centuri Holdings Inc | 285.7K | $8.35M | 6.6% | −58.9K | Reduced |
| 8 | Secure Waste Infrastructure Corp | 501.7K | $7.87M | 6.2% | +501.7K | New |
| 9 | Eagle Matls Inc | 37.3K | $7.07M | 5.6% | +1.0K | Added |
| 10 | Belden Inc | 61.6K | $7.07M | 5.6% | +61.6K | New |
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