HALLSTATT ADVISORS L.P.
NEW YORK NY · SEC CIK 0002040638
$1.26亿2026Q1 申报市值
15持仓数
84.9%前十大占比 · 第一大 12.6%
4 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VST 新建仓+$1,038.43万
SECURE WASTE INF 新建仓+$786.90万
BDC 新建仓+$707.08万
SEI 新建仓+$679.30万
GFL 加仓+$524.51万
2026Q1 卖出最多 按季末市值估算
AER 减仓-$1,141.41万
IEX 清仓-$825.84万
MT 减仓-$613.19万
HUBG 清仓-$570.22万
EMR 清仓-$557.13万
2026Q1 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 | $1,588.22万 | 12.56% | 132,484 | -8,519 | -6.0% | -$102.13万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $1,332.00万 | 10.54% | 319,272 | 125,721 | 65.0% | $524.51万 | 加仓 |
| CLH | CLEAN HARBORS INC | $1,322.26万 | 10.46% | 46,115 | -18,986 | -29.2% | -$544.39万 | 减仓 |
| CWST | CASELLA WASTE SYS INC CL A | $1,312.16万 | 10.38% | 165,385 | 20,245 | 13.9% | $160.62万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1,106.22万 | 8.75% | 52,924 | 16,477 | 45.2% | $344.40万 | 加仓 |
| VST | VISTRA CORP | $1,038.43万 | 8.22% | 69,077 | 69,077 | — | $1,038.43万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $834.59万 | 6.60% | 285,721 | -58,900 | -17.1% | -$172.05万 | 减仓 |
| — | SECURE WASTE INFRASTRUCTU CORP | $786.90万 | 6.23% | 501,743 | 501,743 | — | $786.90万 | 新建仓 |
| EXP | EAGLE MATLS INC | $707.08万 | 5.59% | 37,323 | 1,044 | 2.9% | $19.78万 | 加仓 |
| BDC | BELDEN INC | $707.08万 | 5.59% | 61,576 | 61,576 | — | $707.08万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $691.65万 | 5.47% | 69,828 | -27,195 | -28.0% | -$269.37万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $679.30万 | 5.37% | 120,209 | 120,209 | — | $679.30万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $361.20万 | 2.86% | 69,489 | -117,966 | -62.9% | -$613.19万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $137.73万 | 1.09% | 10,040 | -83,205 | -89.2% | -$1,141.41万 | 减仓 |
| — | SIEMENS ENERGY AG SPON ADS 1 ORD | $35.85万 | 0.28% | 2,125 | -1,991 | -48.4% | -$33.59万 | 减仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -46,411 | -100.0% | -$825.84万 | 清仓 |
| HUBG | HUB GROUP INC CL A | $0 | 0.00% | 0 | -133,823 | -100.0% | -$570.22万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -41,978 | -100.0% | -$557.13万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -10,588 | -100.0% | -$276.59万 | 清仓 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -23,200 | -100.0% | -$259.63万 | 清仓 |