Oak Thistle LLC

Position in ACM — Aecom

CIK 1755987 NEW YORK, NY

Position in ACM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,874,154

+$183,410 QoQ

Shares Held

41,177

+29.8% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#173

of 568 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Oak Thistle LLC holds $8,359,566 across 6 Engineering & Construction names. ACM ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACM	Aecom This page	41,177	$2,874,154
2	APG	APi Group Corp	57,201	$2,422,462
3	EME	EMCOR Group, Inc.	1,461	$1,212,454
4	FIX	Comfort Systems USA Inc	415	$822,509
5	MTZ	Mastec Inc	1,541	$641,148
6	KBR	Kbr, Inc.	11,203	$386,839

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,874,154	41,177	+29.8%	Shares	Sole	2026-07-21
2026-03-31	$2,690,744	31,723	+40.8%	Shares	Sole	2026-04-13
2025-12-31	$2,147,975	22,532	+126.7%	Shares	Sole	2026-01-21
2025-09-30	$1,296,480	9,937	+2.7%	Shares	Sole	2025-10-07
2025-06-30	$1,091,581	9,672	+134.4%	Shares	Sole	2025-08-08
2025-03-31	$382,603	4,126	-30.0%	Shares	Sole	2025-05-06
2024-09-30	$608,570	5,893	-69.5%	Shares	Sole	2024-11-12
2023-12-31	$1,788,612	19,351	+46.3%	Shares	Sole	2024-01-22
2023-06-30	$1,119,855	13,223	+29.4%	Shares	Sole	2023-07-26
2023-03-31	$861,750	10,220	—	Shares	Sole	2023-04-27
No filing history on record for this holder in this stock.