Hallstatt Advisors L.P.
Net seller this quarter
$142M
12
-$11M
90.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GVA | $20.9M | 14.76% | 0.30% | Not reported | Q4 2025 |
 CWST | $18.4M | 12.95% | Not reported | +14.6% | Q4 2025 |
 TEL | $13.4M | 9.46% | 0.02% | +25.8% | Q4 2025 |
 VST | $12.9M | 9.10% | 0.02% | +17.9% | Q1 2026 |
 CTRI | $12.1M | 8.56% | 0.40% | +40.6% | Q4 2025 |
 CLH | $11.9M | 8.40% | 0.08% | -13.4% | Q4 2025 |
 SEI | $11.8M | 8.33% | Not reported | +22.2% | Q1 2026 |
 APH | $11.5M | 8.07% | 0.01% | New | Q2 2026 |
 GFL | $9.79M | 6.90% | Not reported | -16.6% | Q4 2025 |
 EXP | $5.05M | 3.56% | 0.07% | -39.8% | Q4 2025 |
 MT | $3.85M | 2.71% | 0.01% | -8.0% | Q4 2025 |
 ATS | $2.39M | 1.68% | 0.08% | New | Q2 2026 |
| Q1 2026 | |||||
| GVA | $15.9M | 12.56% | 0.30% | -6.0% | Q4 2025 |
| GFL | $13.3M | 10.54% | Not reported | +65.0% | Q4 2025 |
| CLH | $13.2M | 10.46% | 0.09% | -29.2% | Q4 2025 |
| CWST | $13.1M | 10.38% | Not reported | +14.0% | Q4 2025 |
| TEL | $11.1M | 8.75% | 0.02% | +45.2% | Q4 2025 |
| VST | $10.4M | 8.22% | 0.02% | New | Q1 2026 |
| CTRI | $8.35M | 6.60% | 0.28% | -17.1% | Q4 2025 |
| EXP | $7.07M | 5.59% | 0.12% | +2.9% | Q4 2025 |
 BDC | $7.07M | 5.59% | 0.16% | New | Q1 2026 |
 MRVL | $6.92M | 5.47% | 0.01% | -28.0% | Q4 2025 |
| SEI | $6.79M | 5.37% | Not reported | New | Q1 2026 |
| MT | $3.61M | 2.86% | 0.01% | -62.9% | Q4 2025 |
 AER | $1.38M | 1.09% | 0.01% | -89.2% | Q4 2025 |
| SMERY | $359K | 0.28% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| GVA | $16.3M | 12.12% | 0.32% | New | Q4 2025 |
| CLH | $15.3M | 11.37% | 0.12% | New | Q4 2025 |
| CWST | $14.2M | 10.59% | Not reported | New | Q4 2025 |
| AER | $13.4M | 9.99% | 0.06% | New | Q4 2025 |
| CTRI | $8.7M | 6.48% | 0.34% | New | Q4 2025 |
| MT | $8.54M | 6.36% | 0.02% | New | Q4 2025 |
| GFL | $8.31M | 6.19% | Not reported | New | Q4 2025 |
| TEL | $8.29M | 6.18% | 0.01% | New | Q4 2025 |
 IEX | $8.26M | 6.15% | 0.06% | New | Q4 2025 |
| MRVL | $8.25M | 6.14% | 0.01% | New | Q4 2025 |
| EXP | $7.5M | 5.59% | 0.12% | New | Q4 2025 |
 HUBG | $5.7M | 4.25% | 0.18% | New | Q4 2025 |
 EMR | $5.57M | 4.15% | 0.01% | New | Q4 2025 |
 FSLR | $2.77M | 2.06% | 0.01% | New | Q4 2025 |
 OC | $2.6M | 1.93% | 0.03% | New | Q4 2025 |