StockDriftsStockDriftsTop 13 Hallstatt Advisors L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GVA | GRANITE CONSTR INC | 14.76% | 132.5K | $20.9M | +0.00%(+0) | $112.50(+13.26%) | 2026-06-30 | |
| CWST | CASELLA WASTE SYS INC CL A | 12.95% | 189.5K | $18.4M | +14.60%(+24.14K) | $94.47(-2.93%) | 2026-06-30 | |
| TEL | TE CONNECTIVITY PLC ORD SHS | 9.46% | 66.6K | $13.4M | +25.77%(+13.64K) | $217.43(+1.71%) | 2026-06-30 | |
| VST | VISTRA CORP | 9.1% | 81.4K | $12.9M | +17.90%(+12.37K) | $155.41(-7.07%) | 2026-06-30 | |
| CTRI | CENTURI HOLDINGS INC COM SHS | 8.56% | 401.7K | $12.1M | +40.60%(+115.99K) | $24.89(-1.04%) | 2026-06-30 | |
| CLH | CLEAN HARBORS INC | 8.4% | 39.9K | $11.9M | -13.44%(-6.20K) | $233.35(+33.59%) | 2026-06-30 | |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | 8.33% | 146.9K | $11.8M | +22.21%(+26.70K) | $54.04(+10.55%) | 2026-06-30 | |
| APH | AMPHENOL CORP CL A | 8.07% | 65.0K | $11.5M | new | $147.74(+15.59%) | 2026-06-30 | |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | 6.9% | 266.2K | $9.8M | -16.63%(-53.08K) | $44.05(-5.59%) | 2026-06-30 | |
| SECYF | SECURE WASTE INFRASTRUCTU CORP | 5.52% | 501.7K | $7.8M | +0.00%(+0) | $14.10(+23.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.87% |
Hallstatt Advisors L P reports $141.93M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are GVA (14.8%), CWST (12.9%) and TEL (9.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +22.49% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hallstatt Advisors L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040638). View Hallstatt Advisors L P’s 13F filings on SEC