ACM
ECG

Arosa Capital Management’s Everus Construction Group ECG Stock Holding History

Arosa Capital Management’s Portfolio ECG Stock Details ECG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4M Buy
88,000
+48,000
+120% +$4.97M 1.57% 11
2025
Q4 		$3.42M Buy
40,000
+15,000
+60% +$1.34M 0.43% 44
2025
Q3 		$2.14M Sell
25,000
-72,000
-74% -$5.35M 0.47% 33
2025
Q2 		$6.16M Buy
+97,000
New +$4.91M 1.16% 18

Other funds holding ECG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Arosa Capital Management's ECG Position: Q1 2026 in Review

Arosa Capital Management increased its Everus Construction Group (ECG) stake by 120% in Q1 2026, buying an estimated $4.97M and bringing the position to 88,000 shares worth $10.4M. The position accounts for 1.57% of the portfolio, ranked #11.

Arosa Capital Management first reported a position in ECG in Q2 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold ECG as of Q1 2026.

  • Arosa Capital Management held 88,000 shares of Everus Construction Group worth $10.4M as of Q1 2026.
  • Arosa Capital Management bought 48,000 Everus Construction Group shares in Q1 2026, an estimated $4.97M.
  • Everus Construction Group made up 1.57% of Arosa Capital Management's portfolio in Q1 2026, its #11 holding.
  • Arosa Capital Management first reported a position in Everus Construction Group in Q2 2025 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2026.

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