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12th Street Asset Management Company’s Granite Construction GVA Stock Holding History

12th Street Asset Management Company’s Portfolio GVA Stock Details GVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.48M Buy
62,392
+176
+0.3% +$22K 1.22% 25
2025
Q4 		$7.18M Buy
62,216
+213
+0.3% +$22.9K 1.18% 24
2025
Q3 		$6.8M Buy
+62,003
New +$6.37M 1.15% 23

Other funds holding GVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

12th Street Asset Management Company's GVA Position: Q1 2026 in Review

12th Street Asset Management Company increased its Granite Construction (GVA) stake by 0.28% in Q1 2026, buying an estimated $22K and bringing the position to 62,392 shares worth $7.48M. The position accounts for 1.22% of the portfolio, ranked #25.

12th Street Asset Management Company first reported a position in GVA in Q3 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold GVA as of Q1 2026.

  • 12th Street Asset Management Company held 62,392 shares of Granite Construction worth $7.48M as of Q1 2026.
  • 12th Street Asset Management Company bought 176 Granite Construction shares in Q1 2026, an estimated $22K.
  • Granite Construction made up 1.22% of 12th Street Asset Management Company's portfolio in Q1 2026, its #25 holding.
  • 12th Street Asset Management Company first reported a position in Granite Construction in Q3 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Granite Construction as of Q1 2026.

Based on 12th Street Asset Management Company's 13F filing for Q1 2026, filed 12 May 2026.