HALLSTATT ADVISORS L.P.

CIK 0002040638 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

HALLSTATT ADVISORS L.P. reported 13 positions worth $141.9M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: GVA (14.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$141.9M
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
92.0%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GVAGRANITE CONSTR INCSH$20.9M14.76%132,484
2CWSTCASELLA WASTE SYS INC CL ASH$18.4M12.95%189,527
3TELTE CONNECTIVITY PLC ORD SHSSH$13.4M9.46%66,564
4VSTVISTRA CORPSH$12.9M9.10%81,444
5CTRICENTURI HOLDINGS INC COM SHSSH$12.1M8.56%401,715
6CLHCLEAN HARBORS INCSH$11.9M8.40%39,917
7SEISOLARIS ENERGY INFRAS INC COM CL ASH$11.8M8.33%146,907
8APHAMPHENOL CORP CL ASH$11.5M8.07%64,975
9GFLGFL ENVIRONMENTAL INC SUB VTG SHSSH$9.8M6.90%266,189
10813921103SECURE WASTE INFRASTRUCTU CORPSH$7.8M5.52%501,743

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HALLSTATT ADVISORS L.P. hold as of Q2 2026?

HALLSTATT ADVISORS L.P. reported 13 positions worth $141.9M in its Q2 2026 13F filing. Largest positions: GVA (14.8%), CWST (12.9%), TEL (9.5%), VST (9.1%) and CTRI (8.6%).

What did HALLSTATT ADVISORS L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HALLSTATT ADVISORS L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.