Position in GVA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$37,899,342
-$6,466,458 QoQ
Shares Held
316,144
-17.8% QoQ
Ownership
0.723%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.29146211852826.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7085378814717344.ToString("F0")%
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 Mar 31, 2026WELLS FARGO & COMPANY/MN holds $910,581,936 across 39 Engineering & Construction names. GVA ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
432,730 | $237,577,423 | |
| 2 | EME |
EMCOR Group, Inc.
|
197,226 | $145,613,926 | |
| 3 | FIX |
Comfort Systems USA Inc
|
58,670 | $80,905,340 | |
| 4 | AGX |
Argan Inc
|
85,767 | $46,712,995 | |
| 5 | EXPO |
Exponent Inc
|
612,893 | $39,991,266 | |
| 6 | GVA |
Granite Construction Inc
This page
|
316,144 | $37,899,342 | |
| 7 | MTZ |
Mastec Inc
|
117,012 | $37,647,438 | |
| 8 | J |
Jacobs Solutions Inc.
|
280,792 | $35,739,204 |
All Filings in GVA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||