Position in J
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,545,222
+$42,573,058 QoQ
Shares Held
345,597
+4424.7% QoQ
Ownership
0.295%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#51
of 865 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in J Over Time
Shares Held
Position Value (USD)
Derivatives in J
reported options exposure · as of Jun 30, 2026CallValue
$21,609,000
CallShares
171,500
PutValue
$0
PutShares
0
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, 2026MILLENNIUM MANAGEMENT LLC holds $1,903,317,460 across 37 Engineering & Construction names. J ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
|
593,715 | $300,176,366 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
294,821 | $247,460,954 | |
| 3 | PWR |
Quanta Services, Inc.
|
284,766 | $205,042,910 | |
| 4 | GVA |
Granite Construction Inc
|
1,086,252 | $171,714,716 | |
| 5 | PRIM |
Primoris Services Corp
|
1,492,740 | $147,960,388 | |
| 6 | EME |
EMCOR Group, Inc.
|
160,534 | $133,223,955 | |
| 7 | ACM |
Aecom
|
1,321,296 | $92,226,460 | |
| 8 | FIX |
Comfort Systems USA Inc
|
36,443 | $72,228,203 |
All Filings in J
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,609,000 | 171,500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $43,545,222 | 345,597 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $972,164 | 7,638 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,502,588 | 117,036 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,322,207 | 195,664 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,463,563 | 94,816 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,510,500 | 368,190 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,835,592 | 470,256 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $27,881,577 | 212,999 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,344,981 | 31,100 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $14,406,059 | 103,114 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $2,319,186 | 16,600 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $14,265,218 | 92,794 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $461,189 | 3,000 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $2,598,036 | 16,900 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $5,256,899 | 40,500 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $21,987,077 | 169,392 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $3,361,819 | 25,900 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $5,528,248 | 40,500 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $3,535,349 | 25,900 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $96,798,132 | 709,144 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,170,728 | 245,359 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $1,593,125 | 13,400 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $3,067,009 | 26,100 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $110,063,579 | 936,632 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $1,574,633 | 13,400 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $53,431,124 | 445,000 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $5,523,217 | 46,000 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $2,041,189 | 17,000 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $2,158,949 | 19,900 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $6,551,816 | 60,391 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $390,563 | 3,600 | Call | Sole | 2022-11-14 | |
| 2022-06-30 JEC | — | 148,863 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 JEC | — | 433,453 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 JEC | — | 416,988 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 JEC | — | 21,128 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 JEC | — | 42,444 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 JEC | — | 6,800 | Put | Sole | 2021-05-17 | |
| 2021-03-31 JEC | — | 16,923 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 JEC | — | 130,938 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 JEC | — | 6,800 | Put | Sole | 2021-02-16 | |
| 2020-09-30 JEC | — | 17,624 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 JEC | — | 114,521 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 JEC | — | 12,691 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||