Engle Capital Management’s Construction Partners ROAD Stock Holding History

Engle 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 Q1	$22.8M	Buy	205,000 +20,000	+11%	+$2.4M	7.76%	4
2025 Q4	$20.1M	Buy	185,000 +63,026	+52%	+$7.1M	7.75%	4
2025 Q3	$15.5M	Sell	121,974 -13,026	-10%	-$1.49M	5.46%	7
2025 Q2	$14.3M	Sell	135,000 -2,000	-1%	-$187K	4.33%	10
2025 Q1	$9.85M	Sell	137,000 -15,000	-10%	-$1.18M	3.56%	13
2024 Q4	$13.4M	Buy	152,000 +14,309	+10%	+$1.24M	4.02%	12
2024 Q3	$9.61M	Buy	137,691 +33,691	+32%	+$2.08M	2.83%	18
2024 Q2	$5.74M	Buy	+104,000	New	+$5.75M	1.94%	18

Other funds holding ROAD

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

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

Engle Capital Management's ROAD Position: Q1 2026 in Review

Engle Capital Management increased its Construction Partners (ROAD) stake by 11% in Q1 2026, buying an estimated $2.4M and bringing the position to 205,000 shares worth $22.8M. The position accounts for 7.76% of the portfolio, ranked #4.

Engle Capital Management first reported a position in ROAD in Q2 2024 and has held it in 8 quarters since. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

Engle Capital Management held 205,000 shares of Construction Partners worth $22.8M as of Q1 2026.
Engle Capital Management bought 20,000 Construction Partners shares in Q1 2026, an estimated $2.4M.
Construction Partners made up 7.76% of Engle Capital Management's portfolio in Q1 2026, its #4 holding.
Engle Capital Management first reported a position in Construction Partners in Q2 2024 and has held it in 8 quarters since.
343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

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