Informed Momentum Co LLC
Position in STRL — Sterling Infrastructure, Inc.
CIK 1510989
Solana Beach, CA
Position in STRL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,884,693
-$2,009,168 QoQ
Shares Held
7,083
-55.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 21.346886912325285.ToString("F0")%
Shared 0.ToString("F0")%
None 78.65311308767471.ToString("F0")%
Common Shares in STRL Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026Informed Momentum Co LLC holds $37,635,753 across 11 Engineering & Construction names. STRL ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MYRG |
Myr Group Inc.
|
24,990 | $7,055,176 | |
| 2 | DY |
Dycom Industries Inc
|
19,406 | $6,575,140 | |
| 3 | AGX |
Argan Inc
|
11,269 | $6,137,660 | |
| 4 | PRIM |
Primoris Services Corp
|
28,143 | $4,025,574 | |
| 5 | ECG |
Everus Construction Group, Inc.
|
28,768 | $3,396,350 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
This page
|
7,083 | $2,884,693 | |
| 7 | IESC |
IES Holdings, Inc.
|
5,650 | $2,692,055 | |
| 8 | TPC |
Tutor Perini Corp
|
27,754 | $2,142,331 |
All Filings in STRL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,884,693 | 7,083 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,893,861 | 15,981 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,057,585 | 29,609 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,133,726 | 26,584 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,599,109 | 33,239 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,474,505 | 37,750 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,067,318 | 42,820 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,748,735 | 43,049 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $2,768,726 | 37,680 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,555,974 | 45,806 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,684,777 | 97,275 | Shares | Sole | 2023-07-12 | |
| 2022-12-31 | $3,015,107 | 91,924 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $1,202,248 | 44,860 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $1,187,793 | 51,198 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,736,108 | 93,289 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||