Position in ACM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$549,186
-$290,616 QoQ
Shares Held
7,868
-20.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#320
of 568 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACM Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Graham Capital Management, L.P. holds $27,251,562 across 12 Engineering & Construction names. ACM ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
3,646 | $7,226,189 | |
| 2 | PWR |
Quanta Services, Inc.
|
9,890 | $7,121,195 | |
| 3 | DY |
Dycom Industries Inc
|
8,214 | $4,152,916 | |
| 4 | MTZ |
Mastec Inc
|
7,423 | $3,088,413 | |
| 5 | APG |
APi Group Corp
|
32,500 | $1,376,375 | |
| 6 | FLR |
Fluor Corp
|
19,589 | $1,026,267 | |
| 7 | EXPO |
Exponent Inc
|
17,252 | $1,013,727 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
886 | $743,672 |
All Filings in ACM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,186 | 7,868 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $839,802 | 9,901 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $724,222 | 7,597 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $997,051 | 7,642 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $383,046 | 3,394 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $2,787,335 | 28,419 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $214,678 | 2,546 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $596,123 | 7,019 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $700,587 | 10,247 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $985,800 | 15,115 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $613,711 | 7,990 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||