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 Q2	$35.4M	Buy	298,118 +93,118	+45%	+$11M	9.72%	3
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 $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 $3.37T AUM 44.26% 1-Year Est. Return

Engle Capital Management's ROAD Position: Q2 2026 in Review

Engle Capital Management increased its Construction Partners (ROAD) stake by 45% in Q2 2026, buying an estimated $11M and bringing the position to 298,118 shares worth $35.4M. The position accounts for 9.72% of the portfolio, ranked #3.

Engle Capital Management first reported a position in ROAD in Q2 2024 and has held it in 9 quarters since. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Engle Capital Management held 298,118 shares of Construction Partners worth $35.4M as of Q2 2026.
Engle Capital Management bought 93,118 Construction Partners shares in Q2 2026, an estimated $11M.
Construction Partners made up 9.72% of Engle Capital Management's portfolio in Q2 2026, its #3 holding.
Engle Capital Management first reported a position in Construction Partners in Q2 2024 and has held it in 9 quarters since.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

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