Position in ACM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$216,519
-$88,917 QoQ
Shares Held
3,102
-13.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#407
of 568 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in ACM Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Pallas Capital Advisors LLC holds $47,613,802 across 13 Engineering & Construction names. ACM ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
12,126 | $24,033,125 | |
| 2 | PWR |
Quanta Services, Inc.
|
9,499 | $6,839,659 | |
| 3 | J |
Jacobs Solutions Inc.
|
40,896 | $5,152,896 | |
| 4 | EME |
EMCOR Group, Inc.
|
4,567 | $3,790,061 | |
| 5 | MTZ |
Mastec Inc
|
7,511 | $3,125,026 | |
| 6 | AGX |
Argan Inc
|
1,881 | $1,502,072 | |
| 7 | STRL |
Sterling Infrastructure, Inc.
|
1,668 | $1,400,052 | |
| 8 | FLR |
Fluor Corp
|
9,406 | $492,780 |
All Filings in ACM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,519 | 3,102 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $305,436 | 3,601 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $434,800 | 4,561 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $684,445 | 5,246 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $588,452 | 5,214 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $473,572 | 5,107 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $634,297 | 5,938 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $624,473 | 6,047 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $406,766 | 4,615 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $353,774 | 3,607 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $339,680 | 3,675 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||