HALLSTATT ADVISORS L.P.
•CIK: 2040638•Filing: Q4 2025
**HALLSTATT ADVISORS L.P.** manages $134M across a concentrated portfolio of 16 positions. The fund exhibits significant conviction in technology and industrials, with top holdings including GVA at $16.3M and CLH at $15.3M. Further notable allocations include CWST ($14.2M) and BEN ($13.4M), suggesting a targeted, high-conviction approach to market opportunities. This structure indicates active management focused on deep sector positioning.
Total AUM
$134.2M
QoQ Performance
N/A
Positions
16
Top 10 Concentration
81.6%
Latest Filing
Q4 2025
Top Holdings Allocation
GVA
CLH
CWST
AER
CTRI
MT
GFL
TEL
GVA12.1%
CLH11.4%
CWST10.6%
AER10.0%
CTRI6.5%
MT6.4%
GFL6.2%
TEL6.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%