Henshaw Capital’s Construction Partners ROAD Stock Holding History

Henshaw Capital’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
2025 Q4	–	Sell	-7,198	Closed	-$914K	–	244
2025 Q3	$914K	Sell	7,198 -1,350	-16%	-$154K	0.03%	121
2025 Q2	$908K	Hold	8,548	–	–	0.04%	163
2025 Q1	$614K	Buy	8,548 +977	+13%	+$77K	0.03%	202
2024 Q4	$670K	Hold	7,571	–	–	0.03%	173
2024 Q3	$528K	Hold	7,571	–	–	0.02%	213
2024 Q2	$418K	Buy	7,571 +142	+2%	+$7.86K	0.02%	198
2024 Q1	$417K	Hold	7,429	–	–	0.02%	200
2023 Q4	$323K	Buy	+7,429	New	+$304K	0.02%	233

Other funds holding ROAD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Henshaw Capital's ROAD Position: Q4 2025 in Review

Henshaw Capital sold out of Construction Partners (ROAD) in Q4 2025, closing a stake of 7,198 shares — an estimated $914K sold.

Henshaw Capital first reported a position in ROAD in Q4 2023 and held it in 8 quarters. The position peaked at $914K in Q3 2025. 332 funds tracked by Wall St. Rank hold ROAD as of Q4 2025.

Henshaw Capital reported no remaining Construction Partners position as of Q4 2025 after selling out during the quarter.
Henshaw Capital sold 7,198 Construction Partners shares in Q4 2025, an estimated $914K.
Henshaw Capital first reported a position in Construction Partners in Q4 2023 and held it in 8 quarters.
Henshaw Capital's Construction Partners position peaked at $914K in Q3 2025.
332 funds tracked by Wall St. Rank held Construction Partners as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.