Hallstatt Advisors L.P.
13 holdingsFiling period: 2026-06-30Current AUM: $126.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GVA | Granite Constr Inc | 132.5K | $20.9M | $14.4M | 11.35% | -- | 2026-06-30 |
| 2 | CWST | Casella Waste Sys Inc CL A | 189.5K | $18.4M | $18.2M | 14.41% | +24.1K | 2026-06-30 |
| 3 | — | TE Connectivity PLC Ord Shs | 66.6K | $13.4M | $13.4M | 10.61% | +13.6K | 2026-06-30 |
| 4 | VST | Vistra Corp | 81.4K | $12.9M | $11.5M | 9.13% | +12.4K | 2026-06-30 |
| 5 | CTRI | Centuri Holdings Inc.com Shs | 401.7K | $12.1M | $8.1M | 6.39% | +116.0K | 2026-06-30 |
| 6 | CLH | Clean Harbors Inc | 39.9K | $11.9M | $12.7M | 10.01% | -6,198 | 2026-06-30 |
| 7 | SEI | Solaris Energy Infras Inc.com CL A | 146.9K | $11.8M | $9.1M | 7.23% | +26.7K | 2026-06-30 |
| 8 | APH | Amphenol Corp CL A | 65.0K | $11.5M | $9.8M | 7.73% | -- | 2026-06-30 |
| 9 | GFL | Gfl Environmental Inc Sub Vtg Shs | 266.2K | $9.8M | $12.2M | 9.61% | -53,083 | 2026-06-30 |
| 10 | SECYF | Secure Waste Infrastructu Corp | 501.7K | $7.8M | $7.8M | 6.19% | -- | 2026-06-30 |
| 11 | EXP | Eagle Matls Inc | 22.5K | $5.1M | $3.9M | 3.09% | -14,860 | 2026-06-30 |
| 12 | MT | Arcelormittal SA Luxembourg NY Registry SH | 63.9K | $3.9M | $3.8M | 3.00% | -5,540 | 2026-06-30 |
| 13 | ATS | Ats Corporation | 83.0K | $2.4M | $1.6M | 1.24% | -- | 2026-06-30 |
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