account_balance
Investment manager · 13F filer · SEC CIK 2040638
Hallstatt Advisors L.P.
Reported value$111Mas of Sep 30, 2026
Positions13 3 new, 3 sold out
Top 10 weight91.1%GVA alone is 15%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GVAGranite Construction Inc
14.6%Added +5%
CWSTCasella Waste Systems Inc
13.2%Trimmed −4%
TELTE Connectivity PLC
13.0%Added +3%
SEISolaris Energy Infrastructure, Inc.
11.6%Added +23%
GFLGFL Environmental Inc.
9.4%Trimmed −6%
CLHClean Harbors Inc
8.2%Trimmed −26%
APHAmphenol Corp
8.1%Trimmed −18%
TLNTalen Energy Corp
5.3%New
MTArcelorMittal
3.9%
EXPEagle Materials Inc
3.6%
CENXCentury Aluminum Co
3.6%New
CTRICenturi Holdings, Inc.
2.7%
GVAGranite Construction Inc
14.6%Added +5%
CWSTCasella Waste Systems Inc
13.2%Trimmed −4%
TELTE Connectivity PLC
13.0%+3%
SEISolaris Energy Infrastructure, Inc.
11.6%+23%
GFLGFL Environmental Inc.
9.4%−6%
CLHClean Harbors Inc
8.2%
APHAmphenol Corp
8.1%
TLN5.3%MTEXPCENXBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GVA Granite Construction Inc 14.6% Added +5%CWST Casella Waste Systems Inc 13.2% Trimmed −4%TEL TE Connectivity PLC 13.0% Added +3%SEI Solaris Energy Infrastructure, Inc. 11.6% Added +23%GFL GFL Environmental Inc. 9.4% Trimmed −6%CLH Clean Harbors Inc 8.2% Trimmed −26%APH Amphenol Corp 8.1% Trimmed −18%TLN Talen Energy Corp 5.3% NewMT ArcelorMittal 3.9% HeldEXP Eagle Materials Inc 3.6% Added +5%CENX Century Aluminum Co 3.6% NewCTRI Centuri Holdings, Inc. 2.7% Trimmed −63%
What changed
Biggest moves since Jun 30, 2026
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