ACK Asset Management’s Granite Construction GVA Stock Holding History

ACK Asset Management’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	$30M	Sell	250,000 -250,000	-50%	-$31.2M	3.74%	16
2025 Q4	$57.7M	Sell	500,000 -45,000	-8%	-$4.84M	7.24%	2
2025 Q3	$59.8M	Hold	545,000	–	–	7.48%	3
2025 Q2	$51M	Buy	545,000 +354,300	+186%	+$29.9M	6.69%	4
2025 Q1	$14.4M	Sell	190,700 -93,300	-33%	-$7.79M	2.36%	18
2024 Q4	$24.9M	Sell	284,000 -541,000	-66%	-$48.8M	3.34%	13
2024 Q3	$65.4M	Hold	825,000	–	–	8.08%	6
2024 Q2	$51.1M	Buy	+825,000	New	+$48.9M	6.31%	8

Other funds holding GVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACK Asset Management's GVA Position: Q1 2026 in Review

ACK Asset Management reduced its Granite Construction (GVA) stake by 50% in Q1 2026, selling an estimated $31.2M and leaving 250,000 shares worth $30M. The position accounts for 3.74% of the portfolio, ranked #16.

ACK Asset Management first reported a position in GVA in Q2 2024 and has held it in 8 quarters since. The position peaked at $65.4M in Q3 2024. 405 funds tracked by Wall St. Rank hold GVA as of Q1 2026.

ACK Asset Management held 250,000 shares of Granite Construction worth $30M as of Q1 2026.
ACK Asset Management sold 250,000 Granite Construction shares in Q1 2026, an estimated $31.2M.
Granite Construction made up 3.74% of ACK Asset Management's portfolio in Q1 2026, its #16 holding.
ACK Asset Management first reported a position in Granite Construction in Q2 2024 and has held it in 8 quarters since.
ACK Asset Management's Granite Construction position peaked at $65.4M in Q3 2024.
405 funds tracked by Wall St. Rank held Granite Construction as of Q1 2026.

Based on ACK Asset Management's 13F filing for Q1 2026, filed 15 May 2026.