GKV Capital Management’s Sterling Infrastructure STRL Stock Holding History

GKV 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	$844K	Buy	1,005 +205	+26%	+$144K	0.27%	62
2026 Q1	$326K	Hold	800	–	–	0.12%	76
2025 Q4	$245K	Sell	800 -100	-11%	-$34.5K	0.09%	85
2025 Q3	$306K	Hold	900	–	–	0.12%	75
2025 Q2	$208K	Sell	900 -100	-10%	-$17.5K	0.09%	86
2025 Q1	$113K	Sell	1,000 -1,100	-52%	-$155K	0.06%	90
2024 Q4	$354K	Buy	+2,100	New	+$363K	0.14%	72

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

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

GKV Capital Management increased its Sterling Infrastructure (STRL) stake by 26% in Q2 2026, buying an estimated $144K and bringing the position to 1,005 shares worth $844K. The position accounts for 0.27% of the portfolio, ranked #62.

GKV Capital Management first reported a position in STRL in Q4 2024 and has held it in 7 quarters since. 886 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

GKV Capital Management held 1,005 shares of Sterling Infrastructure worth $844K as of Q2 2026.
GKV Capital Management bought 205 Sterling Infrastructure shares in Q2 2026, an estimated $144K.
Sterling Infrastructure made up 0.27% of GKV Capital Management's portfolio in Q2 2026, its #62 holding.
GKV Capital Management first reported a position in Sterling Infrastructure in Q4 2024 and has held it in 7 quarters since.
886 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.