HALLSTATT ADVISORS L.P.: 13F holdings
CIK 20406382026Q2
| Positions | 13 |
|---|---|
| Reported value | $141.9m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GVA GRANITE CONSTR INC | 132,484 | $20.9m | 14.8% |
| CWST CASELLA WASTE SYS INC CL A | 189,527 | $18.4m | 12.9% |
| TE CONNECTIVITY PLC ORD SHS | 66,564 | $13.4m | 9.5% |
| VST VISTRA CORP | 81,444 | $12.9m | 9.1% |
| CENTURI HOLDINGS INC COM SHS | 401,715 | $12.1m | 8.6% |
| CLH CLEAN HARBORS INC | 39,917 | $11.9m | 8.4% |
| SEI SOLARIS ENERGY INFRAS INC COM CL A | 146,907 | $11.8m | 8.3% |
| APH AMPHENOL CORP CL A | 64,975 | $11.5m | 8.1% |
| GFL GFL ENVIRONMENTAL INC SUB VTG SHS | 266,189 | $9.8m | 6.9% |
| SECURE WASTE INFRASTRUCTU CORP | 501,743 | $7.8m | 5.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2040638")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.