Holdings
Hallstatt Advisors L.P.
As of Jun 30, 2026, Hallstatt Advisors L.P. reported 12 positions worth US$129M. Largest: Granite Construction Incorporated, Casella Waste Systems, Inc. and Vistra Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Granite Construction Incorporated | 132K | US$20.9M | no change | Jun 30, 2026 |
| Casella Waste Systems, Inc. | 190K | US$18.4M | +24,142 | Jun 30, 2026 |
| Vistra Corp. | 81,444 | US$12.9M | +12,367 | Jun 30, 2026 |
| Centuri Holdings, Inc. | 402K | US$12.1M | +116K | Jun 30, 2026 |
| Clean Harbors, Inc. | 39,917 | US$11.9M | −6,198 | Jun 30, 2026 |
| Solaris Energy Infrastructure, Inc. | 147K | US$11.8M | +26,698 | Jun 30, 2026 |
| Amphenol Corporation | 64,975 | US$11.5M | new | Jun 30, 2026 |
| Gfl Environmental Inc | 266K | US$9.79M | −53,083 | Jun 30, 2026 |
| Secure Waste Infrastructure Corp. | 502K | US$7.83M | no change | Jun 30, 2026 |
| Eagle Materials Inc | 22,463 | US$5.05M | −14,860 | Jun 30, 2026 |