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

12th Street Asset Management Company’s Portfolio ROAD Stock Details ROAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.58M	Buy	55,366 +3,802	+7%	+$451K	0.94%	28
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

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

12th Street Asset Management Company's ROAD Position: Q2 2026 in Review

12th Street Asset Management Company increased its Construction Partners (ROAD) stake by 7.4% in Q2 2026, buying an estimated $451K and bringing the position to 55,366 shares worth $6.58M. The position accounts for 0.94% of the portfolio, ranked #28.

12th Street Asset Management Company first reported a position in ROAD in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.7M in Q1 2024. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

12th Street Asset Management Company held 55,366 shares of Construction Partners worth $6.58M as of Q2 2026.
12th Street Asset Management Company bought 3,802 Construction Partners shares in Q2 2026, an estimated $451K.
Construction Partners made up 0.94% of 12th Street Asset Management Company's portfolio in Q2 2026, its #28 holding.
12th Street Asset Management Company first reported a position in Construction Partners in Q2 2023 and has held it in 13 quarters since.
12th Street Asset Management Company's Construction Partners position peaked at $12.7M in Q1 2024.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on 12th Street Asset Management Company's 13F filing for Q2 2026, filed 13 Aug 2026.