Position in TPC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,988,003
+$2,137,219 QoQ
Shares Held
116,440
+13.9% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TPC Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026CASTLEARK MANAGEMENT LLC holds $50,024,814 across 10 Engineering & Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MYRG |
Myr Group Inc.
|
24,920 | $12,469,968 | |
| 2 | CDNL |
Cardinal Infrastructure Group Inc.
|
103,023 | $9,704,766 | |
| 3 | DY |
Dycom Industries Inc
|
18,816 | $9,513,181 | |
| 4 | APG |
APi Group Corp
|
152,813 | $6,471,630 | |
| 5 | AGX |
Argan Inc
|
5,960 | $4,759,358 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
2,610 | $2,190,729 | |
| 7 | ACA |
Arcosa, Inc.
|
14,090 | $2,047,136 | |
| 8 | MTZ |
Mastec Inc
|
2,690 | $1,119,201 |
All Filings in TPC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,988,003 | 116,440 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,850,784 | 102,220 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||