POLEN CAPITAL MANAGEMENT LLC
Position in STRL — Sterling Infrastructure, Inc.
CIK 1034524
Boca Raton, FL
Position in STRL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,039,760
+$442,000 QoQ
Shares Held
2,553
+30.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in STRL Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $20,971,185 across 6 Engineering & Construction names. STRL ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGX |
Argan Inc
|
17,981 | $9,793,351 | |
| 2 | IESC |
IES Holdings, Inc.
|
11,953 | $5,695,245 | |
| 3 | ROAD |
Construction Partners, Inc.
|
26,329 | $2,925,678 | |
| 4 | STRL |
Sterling Infrastructure, Inc.
This page
|
2,553 | $1,039,760 | |
| 5 | FLR |
Fluor Corp
|
21,011 | $980,163 | |
| 6 | ORN |
Orion Group Holdings Inc
|
49,265 | $536,988 |
All Filings in STRL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,039,760 | 2,553 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $597,760 | 1,952 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,111,772 | 3,273 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $823,475 | 3,569 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||