Jeff Yass’s Construction Partners ROAD Stock Holding History

Jeff Yass’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	$7.02M	Buy	59,100 +18,400	+45%	+$2.18M	﹤0.01%	3990
2026 Q1	$4.52M	Sell	40,700 -31,900	-44%	-$3.82M	﹤0.01%	4416
2025 Q4	$7.88M	Buy	72,600 +28,600	+65%	+$3.22M	﹤0.01%	3364
2025 Q3	$5.59M	Buy	44,000 +17,300	+65%	+$1.97M	﹤0.01%	3896
2025 Q2	$2.84M	Buy	+26,700	New	+$2.49M	﹤0.01%	5066
2025 Q1	–	Sell	-6,900	Closed	-$610K	–	13307
2024 Q4	$610K	Buy	6,900 +1,900	+38%	+$165K	﹤0.01%	8190
2024 Q3	$349K	Sell	5,000 -600	-11%	-$37K	﹤0.01%	9274
2024 Q2	$309K	Buy	5,600 +900	+19%	+$49.8K	﹤0.01%	9373
2024 Q1	$264K	Buy	+4,700	New	+$222K	﹤0.01%	10002
2023 Q4	–	Sell	-99,300	Closed	-$3.63M	–	13168
2023 Q3	$3.63M	Buy	+99,300	New	+$3.28M	﹤0.01%	4064

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

Jeff Yass's ROAD Position: Q2 2026 in Review

Jeff Yass increased its Construction Partners (ROAD) stake by 161% in Q2 2026, buying an estimated $19.7M and bringing the position to 268,505 shares worth $31.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Jeff Yass first reported a position in ROAD in Q1 2021 and has held it in 21 quarters since. 358 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Jeff Yass held 268,505 shares of Construction Partners worth $31.9M as of Q2 2026.
Jeff Yass bought 165,668 Construction Partners shares in Q2 2026, an estimated $19.7M.
Construction Partners made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1951 holding.
Jeff Yass first reported a position in Construction Partners in Q1 2021 and has held it in 21 quarters since.
358 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.