JO
ROAD icon

John Overdeck’s Construction Partners ROAD Stock Holding History

John Overdeck’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 		$402K Buy
+3,385
New +$402K ﹤0.01% 4328
2025
Q3 		– Sell
-9,738
Closed -$1.03M – 3880
2025
Q2 		$1.03M Sell
9,738
-21,073
-68% -$1.97M ﹤0.01% 2222
2025
Q1 		$2.21M Buy
30,811
+23,262
+308% +$1.83M ﹤0.01% 1668
2024
Q4 		$668K Sell
7,549
-26,174
-78% -$2.28M ﹤0.01% 2397
2024
Q3 		$2.35M Sell
33,723
-20,515
-38% -$1.26M 0.01% 1576
2024
Q2 		$2.99M Buy
54,238
+40,700
+301% +$2.25M 0.01% 1286
2024
Q1 		$760K Sell
13,538
-56,157
-81% -$2.65M ﹤0.01% 2125
2023
Q4 		$3.03M Buy
69,695
+44,016
+171% +$1.8M 0.01% 1256
2023
Q3 		$939K Buy
25,679
+10,293
+67% +$340K ﹤0.01% 1976
2023
Q2 		$483K Buy
15,386
+4,315
+39% +$124K ﹤0.01% 2349
2023
Q1 		$298K Buy
+11,071
New +$301K ﹤0.01% 2422
2019
Q3 		– Sell
-15,434
Closed -$232K – 3738
2019
Q2 		$232K Sell
15,434
-79,377
-84% -$1.04M ﹤0.01% 3015
2019
Q1 		$1.21M Sell
94,811
-26,936
-22% -$312K ﹤0.01% 1710
2018
Q4 		$1.07M Buy
121,747
+2,190
+2% +$21.3K ﹤0.01% 1614
2018
Q3 		$1.45M Sell
119,557
-16,779
-12% -$205K ﹤0.01% 1708
2018
Q2 		$1.8M Buy
+136,336
New +$1.72M 0.01% 1700

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
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
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

John Overdeck's ROAD Position: Q2 2026 in Review

John Overdeck opened a new position in Construction Partners (ROAD) in Q2 2026: 3,385 shares worth $402K. The stake represents ﹤0.01% of the portfolio and ranks #4328 among its holdings. This is a return to the name: John Overdeck previously reported a position in ROAD as recently as Q2 2025.

John Overdeck first reported a position in ROAD in Q2 2018 and has held it in 16 quarters since. The position peaked at $3.03M in Q4 2023. 358 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • John Overdeck held 3,385 shares of Construction Partners worth $402K as of Q2 2026.
  • Construction Partners was a new John Overdeck position in Q2 2026.
  • Construction Partners made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4328 holding.
  • John Overdeck first reported a position in Construction Partners in Q2 2018 and has held it in 16 quarters since.
  • John Overdeck's Construction Partners position peaked at $3.03M in Q4 2023.
  • 358 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.