Lisanti Capital Growth, LLC

Position in STRL — Sterling Infrastructure, Inc.

CIK 1424467 NEW YORK, NY

Position in STRL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,090,006

-$5,135,371 QoQ

Shares Held

2,490

-86.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#365

of 879 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Lisanti Capital Growth, LLC holds $22,547,361 across 6 Engineering & Construction names. STRL ranks #5 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DY	Dycom Industries Inc	14,170	$7,164,210
2	AGX	Argan Inc	6,005	$4,795,292
3	ROAD	Construction Partners, Inc.	33,648	$3,996,372
4	CDNL	Cardinal Infrastructure Group Inc.	33,690	$3,173,598
5	STRL	Sterling Infrastructure, Inc. This page	2,490	$2,090,006
6	LGN	Legence Corp.	15,580	$1,327,883

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,090,006	2,490	-86.0%	Shares	Sole	2026-08-10
2026-03-31	$7,225,377	17,741	+89.5%	Shares	Sole	2026-05-07
2025-12-31	$2,866,619	9,361	-71.2%	Shares	Sole	2026-02-09
2025-09-30	$11,029,749	32,471	+16.9%	Shares	Sole	2025-11-04
2025-06-30	$6,409,679	27,780	+32.2%	Shares	Sole	2025-08-07
2024-12-31	$3,539,976	21,015	+401.0%	Shares	Sole	2025-02-07
2024-09-30	$608,358	4,195	-83.7%	Shares	Sole	2024-11-04
2024-06-30	$3,037,787	25,670	-50.5%	Shares	Sole	2024-08-01
2023-12-31	$4,563,127	51,895	-62.5%	Shares	Sole	2024-02-06
2023-09-30	$10,166,692	138,360	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.