Position in BWMN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$417,968
-$125,263 QoQ
Shares Held
14,314
-25.1% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 133 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BWMN Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $405,340,290 across 31 Engineering & Construction names. BWMN ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
355,834 | $256,214,712 | |
| 2 | FIX |
Comfort Systems USA Inc
|
21,919 | $43,442,361 | |
| 3 | EME |
EMCOR Group, Inc.
|
31,986 | $26,544,539 | |
| 4 | MTZ |
Mastec Inc
|
40,605 | $16,894,115 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
13,136 | $11,025,832 | |
| 6 | J |
Jacobs Solutions Inc.
|
71,788 | $9,045,288 | |
| 7 | DY |
Dycom Industries Inc
|
13,304 | $6,726,369 | |
| 8 | ECG |
Everus Construction Group, Inc.
|
35,576 | $5,903,836 |
All Filings in BWMN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,968 | 14,314 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $543,231 | 19,101 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $598,222 | 18,117 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $688,687 | 16,258 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $463,938 | 16,137 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $376,916 | 17,266 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $410,975 | 16,472 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $393,225 | 16,330 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $507,494 | 15,964 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $490,851 | 14,109 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $396,615 | 11,166 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $336,499 | 12,005 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $260,619 | 8,175 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||