Hallstatt Advisors L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Hallstatt Advisors L.P. disclosed 15 US equity positions worth $126.4m in its Q1 2026 13F filing. The largest position was GVA at 12.6% of the reported book, followed by GFL and CLH.
What did Hallstatt Advisors L.P. own in Q1 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GVA GRANITE CONSTR INC | Industrials | 12.6% | $15.9m | 132,484 | – | |
| 2 | GFL GFL ENVIRONMENTAL INC SUB VTG SHS | Industrials | 10.5% | $13.3m | 319,272 | – | |
| 3 | CLH CLEAN HARBORS INC | Industrials | 10.5% | $13.2m | 46,115 | – | |
| 4 | CWST CASELLA WASTE SYS INC CL A | Industrials | 10.4% | $13.1m | 165,385 | – | |
| 5 | TEL TE CONNECTIVITY PLC ORD SHS | Technology | 8.8% | $11.1m | 52,924 | – | |
| 6 | VST VISTRA CORP | Utilities | 8.2% | $10.4m | 69,077 | – | |
| 7 | CTRI CENTURI HOLDINGS INC COM SHS | Utilities | 6.6% | $8.3m | 285,721 | – | |
| 8 | SECURE WASTE INFRASTRUCTU CORP | 6.2% | $7.9m | 501,743 | – | ||
| 9 | EXP EAGLE MATLS INC | Basic Materials | 5.6% | $7.1m | 37,323 | – | |
| 10 | BDC BELDEN INC | Technology | 5.6% | $7.1m | 61,576 | – | |
| 11 | MRVL MARVELL TECHNOLOGY INC | Technology | 5.5% | $6.9m | 69,828 | – | |
| 12 | SEI SOLARIS ENERGY INFRAS INC COM CL A | Energy | 5.4% | $6.8m | 120,209 | – | |
| 13 | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 2.9% | $3.6m | 69,489 | – | ||
| 14 | AERCAP HOLDINGS NV | 1.1% | $1.4m | 10,040 | – | ||
| 15 | SIEMENS ENERGY AG SPON ADS 1 ORD | 0.3% | $358.5k | 2,125 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.