Value Aligned Research Advisors, LLC

Position in STRL — Sterling Infrastructure, Inc.

CIK 1963565 PRINCETON, NJ

Position in STRL

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$61,575,449

+$25,136,188 QoQ

Shares Held

73,360

-18.0% QoQ

Ownership

0.240%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#61

of 882 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Value Aligned Research Advisors, LLC holds $893,809,090 across 4 Engineering & Construction names. STRL ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	243,607	$482,816,893
2	EME	EMCOR Group, Inc.	349,960	$290,424,804
3	STRL	Sterling Infrastructure, Inc. This page	73,360	$61,575,449
4	LGN	Legence Corp.	692,150	$58,991,944

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,575,449	73,360	-18.0%	Shares	Sole	2026-08-17
2026-03-31	$36,439,261	89,472	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.