StockDriftsStockDriftsTop 15 Hallstatt Advisors L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GVA | GRANITE CONSTR INC | 12.56% | 132.5K | $15.9M | -6.04%(-8.52K) | $112.50(+29.72%) | 2026-03-31 | |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | 10.54% | 319.3K | $13.3M | +64.95%(+125.72K) | $44.05(-14.92%) | 2026-03-31 | |
| CLH | CLEAN HARBORS INC | 10.46% | 46.1K | $13.2M | -29.16%(-18.99K) | $233.35(+24.79%) | 2026-03-31 | |
| CWST | CASELLA WASTE SYS INC CL A | 10.38% | 165.4K | $13.1M | +13.95%(+20.25K) | $95.46(+2.13%) | 2026-03-31 | |
| TEL | TE CONNECTIVITY PLC ORD SHS | 8.75% | 52.9K | $11.1M | +45.21%(+16.48K) | $221.88(-11.02%) | 2026-03-31 | |
| VST | VISTRA CORP | 8.22% | 69.1K | $10.4M | new | $155.83(-3.07%) | 2026-03-31 | |
| CTRI | CENTURI HOLDINGS INC COM SHS | 6.6% | 285.7K | $8.3M | -17.09%(-58.90K) | $23.21(+18.01%) | 2026-03-31 | |
| SECYF | SECURE WASTE INFRASTRUCTU CORP | 6.23% | 501.7K | $7.9M | new | $14.10(+12.66%) | 2026-03-31 | |
| EXP | EAGLE MATLS INC | 5.59% | 37.3K | $7.1M | +2.88%(+1.04K) | $219.25(+0.41%) | 2026-03-31 | |
| BDC | BELDEN INC | 5.59% | 61.6K | $7.1M | new | $115.69(-0.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.96% | +18.95% |
| Top 20 Holdings Unweighted | -2.21% | -6.47% |
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