12th Street Asset Management Company’s Construction Partners ROAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.73M	Buy	51,564 +182	+0.4%	+$21.8K	0.94%	28
2025 Q4	$5.58M	Buy	51,382 +14,208	+38%	+$1.6M	0.92%	26
2025 Q3	$4.72M	Sell	37,174 -23,606	-39%	-$2.69M	0.8%	29
2025 Q2	$6.46M	Sell	60,780 -2,839	-4%	-$265K	1.11%	25
2025 Q1	$4.57M	Buy	63,619 +962	+2%	+$75.8K	0.78%	24
2024 Q4	$5.54M	Sell	62,657 -40,000	-39%	-$3.48M	0.91%	29
2024 Q3	$7.17M	Sell	102,657 -27,109	-21%	-$1.67M	1.21%	24
2024 Q2	$7.16M	Sell	129,766 -96,180	-43%	-$5.32M	1.31%	22
2024 Q1	$12.7M	Buy	225,946 +25,320	+13%	+$1.2M	2.2%	20
2023 Q4	$8.73M	Buy	200,626 +2,151	+1%	+$88.2K	1.64%	22
2023 Q3	$7.26M	Buy	198,475 +99,896	+101%	+$3.3M	1.49%	22
2023 Q2	$3.09M	Buy	+98,579	New	+$2.82M	0.62%	30