Engle Capital Management’s Sterling Infrastructure STRL Stock Holding History

Engle Capital Management’s Portfolio STRL Stock Details STRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4M	Sell	17,196 -9,304	-35%	-$6.53M	3.96%	11
2026 Q1	$10.8M	Buy	26,500 +16,167	+156%	+$6.32M	3.68%	11
2025 Q4	$3.16M	Buy	+10,333	New	+$3.56M	1.22%	24
2024 Q3	–	Sell	-81,000	Closed	-$9.59M	–	25
2024 Q2	$9.59M	Sell	81,000 -19,000	-19%	-$2.17M	3.24%	16
2024 Q1	$11M	Buy	100,000 +44,000	+79%	+$3.99M	3.08%	17
2023 Q4	$4.92M	Buy	+56,000	New	+$4.05M	1.73%	22

Other funds holding STRL

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Engle Capital Management reduced its Sterling Infrastructure (STRL) stake by 35% in Q2 2026, selling an estimated $6.53M and leaving 17,196 shares worth $14.4M. The position accounts for 3.96% of the portfolio, ranked #11.

Engle Capital Management first reported a position in STRL in Q4 2023 and has held it in 6 quarters since. 883 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Engle Capital Management held 17,196 shares of Sterling Infrastructure worth $14.4M as of Q2 2026.
Engle Capital Management sold 9,304 Sterling Infrastructure shares in Q2 2026, an estimated $6.53M.
Sterling Infrastructure made up 3.96% of Engle Capital Management's portfolio in Q2 2026, its #11 holding.
Engle Capital Management first reported a position in Sterling Infrastructure in Q4 2023 and has held it in 6 quarters since.
883 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

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