HALLSTATT ADVISORS L.P.

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    16

  • Value ($000)

    $134,213

  • Date Filed
    02/10/2026
  • Form type
    13F-HR
  • CIK
    0002040638
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

GRANITE CONSTR INC

COMMON STOCK
$16.26M
12 %

141,003

CLH

CLEAN HARBORS INC

COMMON STOCK
$15.26M
11 %

65,101

CWST

CASELLA WASTE SYS INC CL A

COMMON STOCK
$14.22M
11 %

145,140

AER

AERCAP HOLDINGS NV

COMMON STOCK
$13.4M
10 %

93,245

CTRI

CENTURI HOLDINGS INC COM SHS

COMMON STOCK
$8.7M
7 %

344,621

MT

ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH

COMMON STOCK
$8.54M
6 %

187,455

GFL

GFL ENVIRONMENTAL INC SUB VTG SHS

COMMON STOCK
$8.31M
6 %

193,551

---

TE CONNECTIVITY PLC ORD SHS

COMMON STOCK
$8.29M
6 %

36,447

IEX

IDEX CORP

COMMON STOCK
$8.26M
6 %

46,411

MRVL

MARVELL TECHNOLOGY INC

COMMON STOCK
$8.25M
6 %

97,023

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