TraderTrends

Manager Profile

HALLSTATT ADVISORS L.P.

Diversified · Utilities 18%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

NEW YORK, NY

Portfolio Value

$141.9M

Latest reported 13F value

Holdings

13

Distinct positions in last filing

Top Position

GRANITE CONSTR INC

Latest disclosed holding

Top 4

387328107 147448104 TEL VST CTRI

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Utilities
17.6%
Technology
17.5%
Industrials
16.9%
Basic Materials
3.5%
Communication Services
0%
Consumer Cyclical
0%
Consumer Defensive
0%
Energy
0%
Financial Services
0%
Healthcare
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
GRANITE CONSTR INC

Shares: 132.5K

20.9M

Position Value
2
CASELLA WASTE SYS INC CL A

Shares: 189.5K

18.4M

Position Value
3
TE Connectivity plc

Shares: 66.6K

13.4M

Position Value
4
Vistra Corp

Shares: 81.4K

12.9M

Position Value
5
Centuri Holdings Inc

Shares: 401.7K

12.1M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID