HALLSTATT ADVISORS L.P.
CIK 0002040638 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
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
Top Holdings
GVA
GRANITE CONSTR INC
14.8%
CWST
CASELLA WASTE SYS INC CL A
12.9%
TEL
TE CONNECTIVITY PLC ORD SHS
9.5%
VST
VISTRA CORP
9.1%
CTRI
CENTURI HOLDINGS INC COM SHS
8.6%
CLH
CLEAN HARBORS INC
8.4%
SEI
SOLARIS ENERGY INFRAS INC COM CL A
8.3%
APH
AMPHENOL CORP CL A
8.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.