HALLSTATT ADVISORS L.P.
CIK 2040638 · Holdings on Dec 31, 2025 · First reported Feb 10, 2026
Top ten holdings
Q4 2025- GVA12.12%
- CLH11.37%
- CWST10.59%
- AER9.99%
- CTRI6.48%
- MT6.36%
- GFL6.19%
- TEL6.18%
- IEX6.15%
- MRVL6.14%
Share classes counted separately81.57%
Portfolio value by quarter
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GVAGRANITE CONSTRUCTION INCCommon Stock View history and evidence | $16.26M | 12.12% | 141.00K shares | Prior unavailable — | — | ↗▾ |
| 02 | CLHCLEAN HARBORS INCCommon Stock View history and evidence | $15.26M | 11.37% | 65.10K shares | Prior unavailable — | — | ↗▾ |
| 03 | CWSTCASELLA WASTE SYSTEMS INC-ACommon Stock View history and evidence | $14.22M | 10.59% | 145.14K shares | Prior unavailable — | — | ↗▾ |
| 04 | AERAERCAP HOLDINGS NVCommon Stock View history and evidence | $13.40M | 9.99% | 93.25K shares | Prior unavailable — | — | ↗▾ |
| 05 | CTRICENTURI HOLDINGS INCCommon Stock View history and evidence | $8.70M | 6.48% | 344.62K shares | Prior unavailable — | — | ↗▾ |
| 06 | MTARCELORMITTAL-NY REGISTEREDCommon Stock View history and evidence | $8.54M | 6.36% | 187.46K shares | Prior unavailable — | — | ↗▾ |
| 07 | GFLGFL ENVIRONMENTAL INC-SUB VTCommon Stock View history and evidence | $8.31M | 6.19% | 193.55K shares | Prior unavailable — | — | ↗▾ |
| 08 | TELTE CONNECTIVITY PLCCommon Stock View history and evidence | $8.29M | 6.18% | 36.45K shares | Prior unavailable — | — | ↗▾ |
| 09 | IEXIDEX CORPCommon Stock View history and evidence | $8.26M | 6.15% | 46.41K shares | Prior unavailable — | — | ↗▾ |
| 10 | MRVLMARVELL TECHNOLOGY INCCommon Stock View history and evidence | $8.25M | 6.14% | 97.02K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2040638 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 134212689
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.