Value Aligned Research Advisors, LLC

Position in STRL — Sterling Infrastructure, Inc.

CIK 1963565 PRINCETON, NJ

Position in STRL

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$36,439,261

New position

Shares Held

89,472

first reported quarter

Ownership

0.292%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Industrials · as of Mar 31, 2026

Value Aligned Research Advisors, LLC holds $513,467,976 across 4 Engineering & Construction names. STRL ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	213,637	$294,603,286
2	EME	EMCOR Group, Inc.	223,521	$165,027,789
3	STRL	Sterling Infrastructure, Inc. This page	89,472	$36,439,261
4	LGN	Legence Corp.	308,141	$17,397,640

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$36,439,261	89,472	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.