Nicholas Investment Partners, LP
Position in STRL — Sterling Infrastructure, Inc.
CIK 1389574
RANCHO SANTA FE, CA
Position in STRL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,281,523
+$5,045,092 QoQ
Shares Held
30,120
-39.4% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#101
of 878 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STRL Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Nicholas Investment Partners, LP holds $61,811,912 across 5 Engineering & Construction names. STRL ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STRL |
Sterling Infrastructure, Inc.
This page
|
30,120 | $25,281,523 | |
| 2 | AGX |
Argan Inc
|
14,190 | $11,331,424 | |
| 3 | ECG |
Everus Construction Group, Inc.
|
58,415 | $9,693,969 | |
| 4 | ROAD |
Construction Partners, Inc.
|
79,292 | $9,417,510 | |
| 5 | CDNL |
Cardinal Infrastructure Group Inc.
|
64,623 | $6,087,486 |
All Filings in STRL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,281,523 | 30,120 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,236,431 | 49,688 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||