Hallstatt Advisors

Hallstatt Advisors as of Dec. 31, 2025

Portfolio Holdings for Hallstatt Advisors

Hallstatt Advisors holds 16 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Granite Constr Common Stock (GVA) 12.1 $16M 141k 115.35
Clean Harbors Common Stock (CLH) 11.4 $15M 65k 234.48
Casella Waste Sys Inc Cl A Common Stock (CWST) 10.6 $14M 145k 97.94
Aercap Holdings Nv Common Stock (AER) 10.0 $13M 93k 143.76
Centuri Holdings Common Stock (CTRI) 6.5 $8.7M 345k 25.25
Arcelormittal Sa Luxembourg Ny Registry Sh Common Stock (MT) 6.4 $8.5M 188k 45.57
Gfl Environmental Inc Sub Vtg Common Stock (GFL) 6.2 $8.3M 194k 42.95
Te Connectivity Plc Ord Common Stock (TEL) 6.2 $8.3M 36k 227.51
Idex Corp Common Stock (IEX) 6.2 $8.3M 46k 177.94
Marvell Technology Common Stock (MRVL) 6.1 $8.2M 97k 84.98
Eagle Matls Common Stock (EXP) 5.6 $7.5M 36k 206.68
Hub Group Inc Cl A Common Stock (HUBG) 4.2 $5.7M 134k 42.61
Emerson Elec Common Stock (EMR) 4.2 $5.6M 42k 132.72
First Solar Common Stock (FSLR) 2.1 $2.8M 11k 261.23
Owens Corning Common Stock (OC) 1.9 $2.6M 23k 111.91
Siemens Energy Ag Un Common Stock 0.4 $577k 4.1k 140.15