Institutions / Hallstatt Advisors L.P.
Hallstatt Advisors L.P.
CIK 2040638 · Institution · as of Dec 31, 2025
Portfolio value
$134.21M
Positions
16
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Granite Construction Inc | $16.26M | 12.1% |
| Clean Harbors Inc | $15.26M | 11.4% |
| Casella Waste Systems Inc | $14.22M | 10.6% |
| AerCap Holdings N.V. | $13.40M | 10.0% |
| Centuri Holdings, Inc. | $8.70M | 6.5% |
| Arcelormittal SA Luxembourg Ny Registry Sh | $8.54M | 6.4% |
| Gfl Environmental Inc Sub Vtg Shs | $8.31M | 6.2% |
| TE Connectivity PLC | $8.29M | 6.2% |
| Idex Corp /De | $8.26M | 6.2% |
| Marvell Technology, Inc. | $8.25M | 6.1% |
| Eagle Materials Inc | $7.50M | 5.6% |
| Hub Group, Inc. | $5.70M | 4.2% |
| Emerson Electric Co | $5.57M | 4.2% |
| First Solar Inc | $2.77M | 2.1% |
| Owens Corning | $2.60M | 1.9% |
| Siemens Energy AG Unsponsored Adr | $576.9K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.