Arosa Capital Management LP

Position in STRL — Sterling Infrastructure, Inc.

CIK 1596053 MIAMI BEACH, FL

Position in STRL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,258,160

+$2,033,240 QoQ

Shares Held

8,000

+100.0% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Arosa Capital Management LP holds $25,338,010 across 5 Engineering & Construction names. STRL ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ECG	Everus Construction Group, Inc.	88,000	$10,389,280
2	PWR	Quanta Services, Inc.	9,418	$5,170,670
3	MTZ	Mastec Inc	15,000	$4,826,100
4	STRL	Sterling Infrastructure, Inc. This page	8,000	$3,258,160
5	LGN	Legence Corp.	30,000	$1,693,800

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,258,160	8,000	+100.0%	Shares	Sole	2026-05-15
2025-12-31	$1,224,920	4,000	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.