DFCM
ROAD icon

Dark Forest Capital Management’s Construction Partners ROAD Stock Holding History

Dark Forest Capital Management’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 		$5.61M Buy
47,202
+21,460
+83% +$2.55M 0.36% 38
2026
Q1 		$2.86M Sell
25,742
-28,515
-53% -$3.42M 0.25% 98
2025
Q4 		$5.89M Buy
54,257
+30,313
+127% +$3.41M 0.27% 67
2025
Q3 		$3.04M Buy
23,944
+15,972
+200% +$1.82M 0.11% 289
2025
Q2 		$847K Sell
7,972
-11,549
-59% -$1.08M 0.03% 787
2025
Q1 		$1.4M Buy
19,521
+9,405
+93% +$741K 0.06% 521
2024
Q4 		$895K Sell
10,116
-22,443
-69% -$1.95M 0.13% 199
2024
Q3 		$2.27M Buy
32,559
+15,330
+89% +$945K 0.29% 62
2024
Q2 		$951K Buy
17,229
+10,256
+147% +$567K 0.17% 116
2024
Q1 		$392K Sell
6,973
-7,776
-53% -$368K 0.07% 372
2023
Q4 		$642K Sell
14,749
-2,980
-17% -$122K 0.1% 185
2023
Q3 		$648K Buy
+17,729
New +$585K 0.05% 602

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
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
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dark Forest Capital Management's ROAD Position: Q2 2026 in Review

Dark Forest Capital Management increased its Construction Partners (ROAD) stake by 83% in Q2 2026, buying an estimated $2.55M and bringing the position to 47,202 shares worth $5.61M. The position accounts for 0.36% of the portfolio, ranked #38.

Dark Forest Capital Management first reported a position in ROAD in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.89M in Q4 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Dark Forest Capital Management held 47,202 shares of Construction Partners worth $5.61M as of Q2 2026.
  • Dark Forest Capital Management bought 21,460 Construction Partners shares in Q2 2026, an estimated $2.55M.
  • Construction Partners made up 0.36% of Dark Forest Capital Management's portfolio in Q2 2026, its #38 holding.
  • Dark Forest Capital Management first reported a position in Construction Partners in Q3 2023 and has held it in 12 quarters since.
  • Dark Forest Capital Management's Construction Partners position peaked at $5.89M in Q4 2025.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.