Position in STRL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,068,931
+$512,671 QoQ
Shares Held
5,080
-0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in STRL Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026CWM, LLC holds $133,413,743 across 37 Engineering & Construction names. STRL ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
35,299 | $48,676,968 | |
| 2 | J |
Jacobs Solutions Inc.
|
174,315 | $22,186,813 | |
| 3 | EME |
EMCOR Group, Inc.
|
24,625 | $18,180,883 | |
| 4 | MTZ |
Mastec Inc
|
38,107 | $12,260,546 | |
| 5 | PWR |
Quanta Services, Inc.
|
16,221 | $8,905,653 | |
| 6 | FLR |
Fluor Corp
|
104,357 | $4,868,254 | |
| 7 | AGX |
Argan Inc
|
7,319 | $3,986,293 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
This page
|
5,080 | $2,068,931 |
All Filings in STRL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,068,931 | 5,080 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,556,260 | 5,082 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,730,329 | 5,094 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,265,554 | 5,485 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $470,161 | 4,153 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $690,139 | 4,097 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $400,400 | 2,761 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $382,238 | 3,230 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $337,327 | 3,058 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $288,410 | 3,280 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $421,407 | 5,735 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $300,483 | 5,385 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $182,771 | 4,825 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||