HALLSTATT ADVISORS L.P. — 13F holdings

HALLSTATT ADVISORS L.P. reported 13 holdings worth $142M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. GVA GRANITE CONSTR INC — $20.9M (14.8%)
2. CWST CASELLA WASTE SYS INC — $18.4M (12.9%)
3. TEL TE CONNECTIVITY PLC — $13.4M (9.5%)
4. VST VISTRA CORP — $12.9M (9.1%)
5. CTRI CENTURI HOLDINGS INC — $12.1M (8.6%)
6. CLH CLEAN HARBORS INC — $11.9M (8.4%)
7. SEI SOLARIS ENERGY INFRAS INC — $11.8M (8.3%)
8. APH AMPHENOL CORP NEW — $11.5M (8.1%)
9. GFL GFL ENVIRONMENTAL INC — $9.79M (6.9%)
10. Secure Waste Infrastructure Corp — $7.83M (5.5%)