Divisadero Street Capital Management’s Construction Partners ROAD Stock Holding History

Divisadero Street 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	$6.02M	Buy	+50,728	New	+$6.02M	0.14%	80
2024 Q2	–	Sell	-18,437	Closed	-$1.04M	–	80
2024 Q1	$1.04M	Buy	+18,437	New	+$872K	0.24%	45
2023 Q4	–	Sell	-155,000	Closed	-$5.67M	–	74
2023 Q3	$5.67M	Buy	+155,000	New	+$5.11M	1.79%	20

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 $3.38T AUM 44.17% 1-Year Est. Return

Divisadero Street Capital Management's ROAD Position: Q2 2026 in Review

Divisadero Street Capital Management opened a new position in Construction Partners (ROAD) in Q2 2026: 50,728 shares worth $6.02M. The stake represents 0.14% of the portfolio and ranks #80 among its holdings. This is a return to the name: Divisadero Street Capital Management previously reported a position in ROAD as recently as Q1 2024.

Divisadero Street Capital Management first reported a position in ROAD in Q3 2023 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Divisadero Street Capital Management held 50,728 shares of Construction Partners worth $6.02M as of Q2 2026.
Construction Partners was a new Divisadero Street Capital Management position in Q2 2026.
Construction Partners made up 0.14% of Divisadero Street Capital Management's portfolio in Q2 2026, its #80 holding.
Divisadero Street Capital Management first reported a position in Construction Partners in Q3 2023 and has held it in 3 quarters since.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

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