Position in GVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,180,667
+$17,281,325 QoQ
Shares Held
349,068
+10.4% QoQ
Ownership
0.798%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#32
of 446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in GVA Over Time
Shares Held
Position Value (USD)
Derivatives in GVA
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$27,412,500
PutShares
250,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $1,255,432,603 across 38 Engineering & Construction names. GVA ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
470,007 | $338,423,838 | |
| 2 | FIX |
Comfort Systems USA Inc
|
103,077 | $204,293,458 | |
| 3 | EME |
EMCOR Group, Inc.
|
205,034 | $170,153,613 | |
| 4 | AGX |
Argan Inc
|
95,901 | $76,581,743 | |
| 5 | GVA |
Granite Construction Inc
This page
|
349,068 | $55,180,667 | |
| 6 | MTZ |
Mastec Inc
|
119,416 | $49,684,218 | |
| 7 | J |
Jacobs Solutions Inc.
|
309,040 | $38,939,040 | |
| 8 | DY |
Dycom Industries Inc
|
73,140 | $36,978,851 |
All Filings in GVA
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,180,667 | 349,068 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $37,899,342 | 316,144 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $44,365,800 | 384,619 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $27,412,500 | 250,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $49,212,124 | 448,811 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $43,910,797 | 469,584 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $23,377,500 | 250,000 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $32,311,688 | 428,537 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,472,199 | 187,803 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,981,538 | 188,970 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,904,683 | 192,104 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,074,849 | 53,822 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,598,537 | 51,092 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,118,507 | 29,419 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,293,684 | 32,521 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,078,799 | 26,261 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $526,469 | 15,012 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $412,077 | 16,230 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $663,953 | 22,785 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,980,626 | 60,385 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,649,417 | 120,140 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,052,687 | 102,470 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,892,771 | 117,813 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,152,516 | 202,547 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,569,086 | 208,502 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,738,654 | 212,303 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,085,583 | 213,458 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,765,812 | 116,325 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||