Hallstatt Advisors

Hallstatt Advisors as of March 31, 2026

Portfolio Holdings for Hallstatt Advisors

Hallstatt Advisors holds 15 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Granite Constr Common Stock (GVA) 12.6 $16M 133k 119.88
Gfl Environmental Inc Sub Vtg Common Stock (GFL) 10.5 $13M 319k 41.72
Clean Harbors Common Stock (CLH) 10.5 $13M 46k 286.73
Casella Waste Sys Inc Cl A Common Stock (CWST) 10.4 $13M 165k 79.34
Te Connectivity Plc Ord Common Stock (TEL) 8.8 $11M 53k 209.02
Vistra Corp Common Stock (VST) 8.2 $10M 69k 150.33
Centuri Holdings Common Stock (CTRI) 6.6 $8.3M 286k 29.21
Secure Waste Infrastructu Corp Common Stock (SECYF) 6.2 $7.9M 502k 15.68
Eagle Matls Common Stock (EXP) 5.6 $7.1M 37k 189.45
Belden Common Stock (BDC) 5.6 $7.1M 62k 114.83
Marvell Technology Common Stock (MRVL) 5.5 $6.9M 70k 99.05
Solaris Energy Infras Inc Com Cl A Common Stock (SEI) 5.4 $6.8M 120k 56.51
Arcelormittal Sa Luxembourg Ny Registry Sh Common Stock (MT) 2.9 $3.6M 70k 51.98
Aercap Holdings Nv Common Stock (AER) 1.1 $1.4M 10k 137.18
Siemens Energy Ag Spon Ads 1 Ord Adr (SMERY) 0.3 $359k 2.1k 168.72