POLEN CAPITAL MANAGEMENT LLC

Position in ROAD — Construction Partners, Inc.

CIK 1034524 Boca Raton, FL

Position in ROAD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,647,502

-$278,176 QoQ

Shares Held

22,291

-15.3% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#118

of 356 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $109,973,044 across 5 Engineering & Construction names. ROAD ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EME	EMCOR Group, Inc.	103,123	$85,579,715
2	IESC	IES Holdings, Inc.	14,550	$10,689,303
3	AGX	Argan Inc	10,214	$8,156,389
4	CDNL	Cardinal Infrastructure Group Inc.	30,787	$2,900,135
5	ROAD	Construction Partners, Inc. This page	22,291	$2,647,502

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,647,502	22,291	-15.3%	Shares	Sole	2026-08-04
2026-03-31	$2,925,678	26,329	+148.0%	Shares	Sole	2026-05-14
2025-12-31	$1,152,258	10,615	-2.4%	Shares	Sole	2026-02-12
2025-09-30	$1,380,871	10,873	-13.6%	Shares	Sole	2025-11-12
2025-06-30	$1,337,321	12,583	-63.8%	Shares	Sole	2025-08-13
2025-03-31	$2,500,716	34,795	+8.7%	Shares	Sole	2025-05-12
2024-12-31	$2,831,516	32,009	-8.8%	Shares	Sole	2025-02-10
2024-09-30	$2,449,561	35,094	+37.2%	Shares	Sole	2025-02-10
2024-06-30	$1,411,940	25,574	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.