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HALLSTATT ADVISORS L.P.

Location
NEW YORK, NY
Portfolio Value
Small $118,537,777
Diversification
Diversified
Filing Date
Global Rank
#4,980 / 8,232 ▲ 47
Top Industry
Waste Management 33.5%
3Y Alpha vs SPY
-1.2%
Period ended 2 months ago
Filed May 7, 2026 · 38d
2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+8.8%
SPY
+9.1%
Annualised alpha
-1.2%
Max drawdown
−12.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
13.4%
+1.2 pts
Top 5
56.2%
+5.4 pts
Top 10
89.8%
+7.8 pts
HHI
915
Dec 2025 → Mar 2026 · range 804 – 915
Diversified+111

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Industrials 48.3% $57,282,223
Technology 21.1% $25,049,409
Utilities 15.8% $18,730,255
Basic Materials 9.0% $10,682,880
Energy 5.7% $6,793,010

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
4 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
6 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
5 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
14 positions · $118,537,777 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History