HALLSTATT ADVISORS L.P.
NEW YORK NY · SEC CIK 0002040638
$1.42亿2026Q2 申报市值
13持仓数
92.0%前十大占比 · 第一大 14.8%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
APH 新建仓+$1,145.64万
CTRI 加仓+$350.77万
TEL 加仓+$275.00万
ATS 新建仓+$239.06万
CWST 加仓+$234.10万
2026Q2 卖出最多 按季末市值估算
BDC 清仓-$707.08万
MRVL 清仓-$691.65万
EXP 减仓-$334.35万
GFL 减仓-$195.29万
CLH 减仓-$185.17万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GVA | GRANITE CONSTR INC | $2,094.31万 | 14.76% | 132,484 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CL A | $1,837.84万 | 12.95% | 189,527 | 24,142 | 14.6% | $234.10万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1,342.00万 | 9.46% | 66,564 | 13,640 | 25.8% | $275.00万 | 加仓 |
| VST | VISTRA CORP | $1,291.95万 | 9.10% | 81,444 | 12,367 | 17.9% | $196.18万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $1,214.79万 | 8.56% | 401,715 | 115,994 | 40.6% | $350.77万 | 加仓 |
| CLH | CLEAN HARBORS INC | $1,192.52万 | 8.40% | 39,917 | -6,198 | -13.4% | -$185.17万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $1,182.01万 | 8.33% | 146,907 | 26,698 | 22.2% | $214.81万 | 加仓 |
| APH | AMPHENOL CORP CL A | $1,145.64万 | 8.07% | 64,975 | 64,975 | — | $1,145.64万 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $979.31万 | 6.90% | 266,189 | -53,083 | -16.6% | -$195.29万 | 减仓 |
| — | SECURE WASTE INFRASTRUCTU CORP | $783.20万 | 5.52% | 501,743 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $505.42万 | 3.56% | 22,463 | -14,860 | -39.8% | -$334.35万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $385.10万 | 2.71% | 63,949 | -5,540 | -8.0% | -$33.36万 | 减仓 |
| ATS | ATS CORPORATION | $239.06万 | 1.68% | 83,020 | 83,020 | — | $239.06万 | 新建仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -61,576 | -100.0% | -$707.08万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -69,828 | -100.0% | -$691.65万 | 清仓 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | -10,040 | -100.0% | -$137.73万 | 清仓 |
| — | SIEMENS ENERGY AG SPON ADS 1 ORD | $0 | 0.00% | 0 | -12,750 | -100.0% | -$35.85万 | 清仓 |