Engle Capital Management’s Sterling Infrastructure STRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-81,000	Closed	-$9.59M	–	25
2024 Q2	$9.59M	Sell	81,000 -19,000	-19%	-$2.25M	3.24%	16
2024 Q1	$11M	Buy	100,000 +44,000	+79%	+$4.85M	3.08%	17
2023 Q4	$4.92M	Buy	+56,000	New	+$4.92M	1.73%	22