Hallstatt Advisors L.P. reported 13 holdings worth US$142M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Hallstatt Advisors L.P. reported 13 holdings worth US$142M as of Jun 30, 2026. Largest: Granite Construction Incorporated, Casella Waste Systems, Inc. and Vistra Corp. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$142M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Granite Construction Incorporated | 132K | US$20.9M | 14.8% |
| Casella Waste Systems, Inc. | 190K | US$18.4M | 12.9% |
| Vistra Corp. | 81,444 | US$12.9M | 9.1% |
| Centuri Holdings, Inc. | 402K | US$12.1M | 8.6% |
| Clean Harbors, Inc. | 39,917 | US$11.9M | 8.4% |
| Solaris Energy Infrastructure, Inc. | 147K | US$11.8M | 8.3% |
| Amphenol Corporation | 64,975 | US$11.5M | 8.1% |
| Gfl Environmental Inc | 266K | US$9.79M | 6.9% |
| Secure Waste Infrastructure Corp. | 502K | US$7.83M | 5.5% |
| Eagle Materials Inc | 22,463 | US$5.05M | 3.6% |
| Arcelormittal Sa | 63,949 | US$3.85M | 2.7% |
| Ats Corporation | 83,020 | US$2.39M | 1.7% |
| Belden Inc | 0 | US$0 | 0.00% |
| Marvell Technology, Inc. | 0 | US$0 | 0.00% |
| Siemens Energy Ag | 0 | US$0 | 0.00% |