HALLSTATT ADVISORS L.P.
Top Portfolio Positions
14 positions ·
$118,537,777 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GVA |
Granite Construction Inc
Industrials
|
132,484 | $15,882,181 | 13.40% | |
| GFL |
GFL Environmental Inc.
Industrials
|
319,272 | $13,320,027 | 11.24% | |
| CLH |
Clean Harbors Inc
Industrials
|
46,115 | $13,222,553 | 11.15% | |
| CWST |
Casella Waste Systems Inc
Industrials
|
165,385 | $13,121,645 | 11.07% | |
| TEL |
TE Connectivity plc
Technology
|
52,924 | $11,062,174 | 9.33% | |
| VST |
Vistra Corp.
Utilities
|
69,077 | $10,384,345 | 8.76% | |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
285,721 | $8,345,910 | 7.04% | |
| EXP |
Eagle Materials Inc
Basic Materials
|
37,323 | $7,070,842 | 5.97% | |
| BDC |
Belden Inc.
Technology
|
61,576 | $7,070,772 | 5.96% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
69,828 | $6,916,463 | 5.83% |
Portfolio Trend
2 quarters · across all stocks
Holdings in MT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,612,038 | 69,489 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,542,324 | 187,455 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||