MORGAN STANLEY

Position in STRL — Sterling Infrastructure, Inc.

CIK 895421 NEW YORK, NY

Back to STRL Full portfolio

Position in STRL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$431,431,035

+$240,930,904 QoQ

Shares Held

514,000

+9.9% QoQ

Ownership

1.68%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#12

of 878 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 64% Shared 0% None 36%

Common Shares in STRL Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $6,125,258,656 across 42 Engineering & Construction names. STRL ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	2,311,374	$1,664,281,724
2	FIX	Comfort Systems USA Inc	430,085	$852,406,958
3	EME	EMCOR Group, Inc.	560,165	$464,869,721
4	STRL	Sterling Infrastructure, Inc. This page	514,000	$431,431,035
5	J	Jacobs Solutions Inc.	3,176,879	$400,286,754
6	MTZ	Mastec Inc	653,503	$271,896,451
7	BLD	QXO Insulation, LLC	552,459	$195,863,284
8	DY	Dycom Industries Inc	340,447	$172,126,593

All Filings in STRL

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$431,431,035	514,000	+9.9%	Shares	Defined	2026-08-13
2026-03-31	$190,500,131	467,749	-26.8%	Shares	Defined	2026-05-15
2025-12-31	$195,548,062	638,566	-19.1%	Shares	Defined	2026-05-27
2025-09-30	$268,185,167	789,523	+61.1%	Shares	Defined	2026-05-27
2025-06-30	$113,105,918	490,209	+60.0%	Shares	Defined	2025-08-15
2025-03-31	$34,688,219	306,406	+26.3%	Shares	Defined	2025-05-15
2024-12-31	$40,861,587	242,574	-12.9%	Shares	Defined	2025-05-15
2024-09-30	$40,376,321	278,419	+50.4%	Shares	Defined	2025-05-14
2024-06-30	$21,905,204	185,104	-33.1%	Shares	Defined	2025-05-14
2024-03-31	$30,535,128	276,812	-45.6%	Shares	Defined	2024-10-17
2023-12-31	$44,774,481	509,206	+33.2%	Shares	Defined	2024-08-16
2023-09-30	$28,081,040	382,159	+12.9%	Shares	Defined	2023-11-15
2023-06-30	$18,885,841	338,456	-29.4%	Shares	Defined	2023-08-14
2023-03-31	$18,163,570	479,503	+62.4%	Shares	Defined	2023-05-15
2022-12-31	$9,684,556	295,261	+98.6%	Shares	Defined	2023-02-14
2022-09-30	$3,192,220	148,683	+2.6%	Shares	Defined	2022-11-14
2022-06-30	$3,175,042	144,847	-16.4%	Shares	Defined	2022-10-27
2022-03-31	$4,643,633	173,270	-12.6%	Shares	Defined	2022-10-27
2021-12-31	$5,213,788	198,243	+115.3%	Shares	Defined	2022-02-14
2021-09-30	$2,087,587	92,086	-58.2%	Shares	Defined	2021-11-15
2021-06-30	$5,318,610	220,415	-49.0%	Shares	Defined	2021-08-23
2021-03-31	$10,022,562	432,007	-16.4%	Shares	Defined	2021-05-17
2020-12-31	$9,614,148	516,612	+4880.4%	Shares	Defined	2021-02-16
2020-09-30	$146,881	10,373	-41.5%	Shares	Defined	2020-11-13
2020-06-30	$185,673	17,734	+96.6%	Shares	Defined	2020-08-14
2020-03-31	$85,709	9,022	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.