Position in ORN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,278,766
+$102,179 QoQ
Shares Held
117,318
-0.9% QoQ
Ownership
0.290%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORN Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026Informed Momentum Co LLC holds $37,635,753 across 11 Engineering & Construction names. ORN ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MYRG |
Myr Group Inc.
|
24,990 | $7,055,176 | |
| 2 | DY |
Dycom Industries Inc
|
19,406 | $6,575,140 | |
| 3 | AGX |
Argan Inc
|
11,269 | $6,137,660 | |
| 4 | PRIM |
Primoris Services Corp
|
28,143 | $4,025,574 | |
| 5 | ECG |
Everus Construction Group, Inc.
|
28,768 | $3,396,350 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
7,083 | $2,884,693 | |
| 7 | IESC |
IES Holdings, Inc.
|
5,650 | $2,692,055 | |
| 8 | TPC |
Tutor Perini Corp
|
27,754 | $2,142,331 |
All Filings in ORN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,278,766 | 117,318 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,176,587 | 118,369 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $665,728 | 70,003 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $916,054 | 111,714 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $2,305,480 | 430,127 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||