Hallstatt Advisors as of June 30, 2026
Portfolio Holdings for Hallstatt Advisors
Hallstatt Advisors holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Granite Constr Common Stock (GVA) | 14.8 | $21M | 133k | 158.08 | |
| Casella Waste Sys Inc Cl A Common Stock (CWST) | 12.9 | $18M | 190k | 96.97 | |
| Te Connectivity Plc Ord Common Stock (TEL) | 9.5 | $13M | 67k | 201.61 | |
| Vistra Corp Common Stock (VST) | 9.1 | $13M | 81k | 158.63 | |
| Centuri Holdings Common Stock (CTRI) | 8.6 | $12M | 402k | 30.24 | |
| Clean Harbors Common Stock (CLH) | 8.4 | $12M | 40k | 298.75 | |
| Solaris Energy Infras Inc Com Cl A Common Stock (SEI) | 8.3 | $12M | 147k | 80.46 | |
| Amphenol Corp Cl A Common Stock (APH) | 8.1 | $12M | 65k | 176.32 | |
| Gfl Environmental Inc Sub Vtg Common Stock (GFL) | 6.9 | $9.8M | 266k | 36.79 | |
| Secure Waste Infrastructu Corp Common Stock (SECYF) | 5.5 | $7.8M | 502k | 15.61 | |
| Eagle Matls Common Stock (EXP) | 3.6 | $5.1M | 23k | 225.00 | |
| Arcelormittal Sa Luxembourg Ny Registry Sh Common Stock (MT) | 2.7 | $3.9M | 64k | 60.22 | |
| Ats Corporation Common Stock (ATS) | 1.7 | $2.4M | 83k | 28.80 |
