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Jonathan Goldberg

Hallstatt Advisors L.p.

Assets Managed
$126.407M
Holdings
15
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-5.81%(2Q avg: -2.9%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hallstatt Advisors L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 positions.

Assets under management

The assets under management (AUM) of Hallstatt Advisors L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 126.407M in assets, with a quarterly growth rate of -5.81% and a 2-quarter average growth rate of -2.9%. The portfolio is managed by Jonathan Goldberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GVA
Granite Construction Inc
Recent Activity
Decreased -6.04%
12.57%
$15.882M
132,484 shares@ $119.89 avg price
GFL
Gfl Environmental Inc-sub Vt
Recent Activity
Increased 64.96%
10.54%
$13.32M
319,272 shares@ $41.73 avg price
CLH
Clean Harbors Inc
Recent Activity
Decreased -29.16%
10.47%
$13.223M
46,115 shares@ $286.74 avg price
CWST
Casella Waste Systems Inc-a
Recent Activity
Increased 13.95%
10.39%
$13.122M
165,385 shares@ $79.35 avg price
TEL
Te Connectivity Plc
Recent Activity
Increased 45.21%
8.76%
$11.062M
52,924 shares@ $209.02 avg price
VST
Vistra Corp
Recent Activity
New Position
8.22%
$10.384M
69,077 shares@ $150.33 avg price
CTRI
Centuri Holdings Inc
Recent Activity
Decreased -17.09%
6.61%
$8.346M
285,721 shares@ $29.21 avg price
SECYF
Secure Waste Infrastructure
Recent Activity
New Position
6.23%
$7.869M
501,743 shares@ $15.69 avg price
EXP
Eagle Materials Inc
Recent Activity
Increased 2.88%
5.6%
$7.071M
37,323 shares@ $189.45 avg price
BDC
Belden Inc
Recent Activity
New Position
5.6%
$7.071M
61,576 shares@ $114.83 avg price

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