HALLSTATT ADVISORS L.P.
15 holdingsFiling period: 2026-03-31Current AUM: $136.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GVA | GRANITE CONSTR INC | 132.5K | $15.9M | $16.0M | 11.72% | -8,519 | 2026-03-31 |
| 2 | GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | 319.3K | $13.3M | $13.2M | 9.65% | +125.7K | 2026-03-31 |
| 3 | CLH | CLEAN HARBORS INC | 46.1K | $13.2M | $14.4M | 10.55% | -18,986 | 2026-03-31 |
| 4 | CWST | CASELLA WASTE SYS INC CL A | 165.4K | $13.1M | $14.8M | 10.85% | +20.2K | 2026-03-31 |
| 5 | — | TE CONNECTIVITY PLC ORD SHS | 52.9K | $11.1M | $11.1M | 8.09% | +16.5K | 2026-03-31 |
| 6 | VST | VISTRA CORP | 69.1K | $10.4M | $10.2M | 7.48% | -- | 2026-03-31 |
| 7 | CTRI | CENTURI HOLDINGS INC COM SHS | 285.7K | $8.3M | $8.0M | 5.82% | -58,900 | 2026-03-31 |
| 8 | SECYF | SECURE WASTE INFRASTRUCTU CORP | 501.7K | $7.9M | $7.9M | 5.75% | -- | 2026-03-31 |
| 9 | BDC | BELDEN INC | 61.6K | $7.1M | $7.6M | 5.58% | -- | 2026-03-31 |
| 10 | EXP | EAGLE MATLS INC | 37.3K | $7.1M | $7.6M | 5.59% | +1.0K | 2026-03-31 |
| 11 | MRVL | MARVELL TECHNOLOGY INC | 69.8K | $6.9M | $13.1M | 9.58% | -27,195 | 2026-03-31 |
| 12 | SEI | SOLARIS ENERGY INFRAS INC COM CL A | 120.2K | $6.8M | $6.2M | 4.52% | -- | 2026-03-31 |
| 13 | MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 69.5K | $3.6M | $4.9M | 3.56% | -117,966 | 2026-03-31 |
| 14 | — | AERCAP HOLDINGS NV | 10.0K | $1.4M | $1.4M | 1.01% | -83,205 | 2026-03-31 |
| 15 | SMERY | SIEMENS ENERGY AG SPON ADS 1 ORD | 2.1K | $358K | $358K | 0.26% | -- | 2026-03-31 |
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