Investor
HALLSTATT ADVISORS L.P.
CIK 0002040638 · filed 2026-05-07 · SEC filing
13F book
$126.4M
Positions
15
5 new · 6 sold
Largest name
12.6%
Granite Constr Inc
Est. mark
$1.27M
Price effect on 10 names still held. Flow −$9.07M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Granite Constr Inc | — | 132.5K | $15.9M | 12.6% | $600.2K | Cut−$382.5K |
| GFL Environmental Inc. | GFL | 319.3K | $13.3M | 10.5% | −$238.1K | Added$5.01M |
| Clean Harbors Inc | CLH | 46.1K | $13.2M | 10.5% | $2.41M | Cut−$2.04M |
| Casella Waste Sys Inc | — | 165.4K | $13.1M | 10.4% | −$2.7M | Added−$1.09M |
| Te Connectivity Plc | TEL | 52.9K | $11.1M | 8.8% | −$673.9K | Added$2.77M |
| Vistra Corp. | VST | 69.1K | $10.4M | 8.2% | — | New |
| Centuri Holdings, Inc. | CTRI | 285.7K | $8.35M | 6.6% | $1.13M | Cut−$355.8K |
| Secure Waste Infrastructure Corp. | — | 501.7K | $7.87M | 6.2% | — | New |
| Eagle Matls Inc | — | 37.3K | $7.07M | 5.6% | −$625.1K | Added−$427.3K |
| Belden Inc. | BDC | 61.6K | $7.07M | 5.6% | — | New |
| Marvell Technology, Inc. | MRVL | 69.8K | $6.92M | 5.5% | $982.5K | Cut−$1.33M |
| Solaris Energy Infras Inc | — | 120.2K | $6.79M | 5.4% | — | New |
| Arcelormittal Sa Luxembourg | — | 69.5K | $3.61M | 2.9% | $445.4K | Cut−$4.93M |
| Aercap Holdings Nv | — | 10K | $1.38M | 1.1% | −$66.1K | Cut−$12M |
| Siemens Energy Ag Npv Adr | — | 2.13K | $358.5K | 0.3% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.