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HALLSTATT ADVISORS L.P.

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    15

  • Value ($000)

    $126,407

  • Date Filed
    05/07/2026
  • Form type
    13F-HR
  • CIK
    0002040638
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

GRANITE CONSTR INC

COMMON STOCK
387328107
$15.88M
13 %

132,484

G
GFL

GFL ENVIRONMENTAL INC SUB VTG SHS

COMMON STOCK
36168Q104
$13.32M
11 %

319,272

C
CLH

CLEAN HARBORS INC

COMMON STOCK
184496107
$13.22M
11 %

46,115

C
CWST

CASELLA WASTE SYS INC CL A

COMMON STOCK
147448104
$13.12M
10 %

165,385

---

TE CONNECTIVITY PLC ORD SHS

COMMON STOCK
G87052109
$11.06M
9 %

52,924

V
VST

VISTRA CORP

COMMON STOCK
92840M102
$10.38M
8 %

69,077

C
CTRI

CENTURI HOLDINGS INC COM SHS

COMMON STOCK
155923105
$8.35M
7 %

285,721

---

SECURE WASTE INFRASTRUCTU CORP

COMMON STOCK
813921103
$7.87M
6 %

501,743

E
EXP

EAGLE MATLS INC

COMMON STOCK
26969P108
$7.07M
6 %

37,323

B
BDC

BELDEN INC

COMMON STOCK
077454106
$7.07M
6 %

61,576

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