Hallstatt Advisors L.P.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Hallstatt Advisors L.P. reported 16 stock positions worth $134.2 million. Its top holding was Granite Construction (GVA) at 12.1% of the portfolio, followed by Clean Harbors (CLH, 11.4%) and Casella Waste Systems Class A (CWST, 10.6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002040638
- Portfolio Value
- $134.2M (Q4 2025)
- SEC Filing
- 0001214659-26-001402 ↗ filed Feb 10, 2026
Holdings Value
Holdings 16 stocks · $134.2M
| GVA Granite Construction Inc. | 12.12% | 141,003 | $16.3M | — |
| CLH Clean Harbors Inc. | 11.37% | 65,101 | $15.3M | — |
| CWST Casella Waste Systems Inc. Class A | 10.59% | 145,140 | $14.2M | — |
| AER Aercap Holdings NV | 9.99% | 93,245 | $13.4M | — |
| CTRI Centuri Holdings Inc. | 6.48% | 344,621 | $8.7M | — |
| MT Arcelormittal-NY Registered | 6.36% | 187,455 | $8.5M | — |
| GFL GFL Environmental Inc.-Sub VT | 6.19% | 193,551 | $8.3M | — |
| TEL Te Connectivity PLC | 6.18% | 36,447 | $8.3M | — |
| IEX Idex Corp. | 6.15% | 46,411 | $8.3M | — |
| MRVL Marvell Technology Inc. | 6.14% | 97,023 | $8.2M | — |
| EXP Eagle Materials Inc. | 5.59% | 36,279 | $7.5M | — |
| HUBG Hub Group Inc. Class A | 4.25% | 133,823 | $5.7M | — |
| EMR Emerson Electric Co. | 4.15% | 41,978 | $5.6M | — |
| FSLR First Solar Inc. | 2.06% | 10,588 | $2.8M | — |
| OC Owens Corning | 1.93% | 23,200 | $2.6M | — |
| SMNEY Siemens Energy AG-Unsp ADR | 0.43% | 4,116 | $577K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.