FULLER & THALER ASSET MANAGEMENT, INC.

Position in STRL — Sterling Infrastructure, Inc.

CIK 1082327 SAN MATEO, CA

Position in STRL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$89,725,905

-$74,404,719 QoQ

Shares Held

106,898

-73.5% QoQ

Ownership

0.349%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#49

of 879 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $1,419,378,663 across 10 Engineering & Construction names. STRL ranks #8 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EME	EMCOR Group, Inc.	439,676	$364,878,318
2	FIX	Comfort Systems USA Inc	130,833	$259,304,464
3	MYRG	Myr Group Inc.	286,686	$143,457,674
4	TTEK	Tetra Tech Inc	4,921,268	$142,175,432
5	ECG	Everus Construction Group, Inc.	808,959	$134,246,746
6	GVA	Granite Construction Inc	715,246	$113,066,087
7	AGX	Argan Inc	116,481	$93,015,902
8	STRL	Sterling Infrastructure, Inc. This page	106,898	$89,725,905

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,725,905	106,898	-73.5%	Shares	Sole	2026-08-12
2026-03-31	$164,130,624	403,002	-33.4%	Shares	Sole	2026-05-14
2025-12-31	$185,407,565	605,452	-45.2%	Shares	Sole	2026-02-12
2025-09-30	$375,172,483	1,104,488	-23.5%	Shares	Sole	2025-11-13
2025-06-30	$333,262,951	1,444,385	-3.6%	Shares	Sole	2025-08-14
2025-03-31	$169,701,676	1,498,999	+7.5%	Shares	Sole	2025-05-13
2024-12-31	$234,781,735	1,393,777	-2.4%	Shares	Sole	2025-02-14
2024-09-30	$207,074,928	1,427,906	+17.9%	Shares	Sole	2024-11-13
2024-06-30	$143,349,147	1,211,333	+24.6%	Shares	Sole	2024-08-09
2024-03-31	$107,216,686	971,958	+24.1%	Shares	Sole	2024-05-13
2023-12-31	$68,864,313	783,172	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.