THAMES CAPITAL MANAGEMENT LLC

Position in STRL — Sterling Infrastructure, Inc.

CIK 1714267 Roseland, NJ

Position in STRL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$6,378,662

-$1,161,160 QoQ

Shares Held

15,662

-65.0% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

THAMES CAPITAL MANAGEMENT LLC holds $54,480,435 across 4 Engineering & Construction names. STRL ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGX	Argan Inc	36,458	$19,856,849
2	PRIM	Primoris Services Corp	100,005	$14,304,715
3	FIX	Comfort Systems USA Inc	10,109	$13,940,209
4	STRL	Sterling Infrastructure, Inc. This page	15,662	$6,378,662

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,378,662	15,662	-65.0%	Shares	Sole	2026-05-12
2024-12-31	$7,539,822	44,760	+162.6%	Shares	Sole	2025-02-13
2024-09-30	$2,471,865	17,045	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.