Arosa Capital Management LP

Position in ECG — Everus Construction Group, Inc.

CIK 1596053 MIAMI BEACH, FL

Position in ECG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,389,280

+$6,966,880 QoQ

Shares Held

88,000

+120.0% QoQ

Ownership

0.172%

of shares outstanding

% of Portfolio

6.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Arosa Capital Management LP holds $25,338,010 across 5 Engineering & Construction names. ECG ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ECG	Everus Construction Group, Inc. This page	88,000	$10,389,280
2	PWR	Quanta Services, Inc.	9,418	$5,170,670
3	MTZ	Mastec Inc	15,000	$4,826,100
4	STRL	Sterling Infrastructure, Inc.	8,000	$3,258,160
5	LGN	Legence Corp.	30,000	$1,693,800

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,389,280	88,000	+120.0%	Shares	Sole	2026-05-15
2025-12-31	$3,422,400	40,000	+60.0%	Shares	Sole	2026-02-17
2025-09-30	$2,143,750	25,000	-74.2%	Shares	Sole	2025-11-14
2025-06-30	$6,162,410	97,000	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.