John Overdeck’s Sterling Infrastructure STRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-2,000
Closed -$815K 5415
2026
Q1
$815K Buy
2,000
+1,000
+100% +$391K ﹤0.01% 3414
2025
Q4
$306K Buy
+1,000
New +$345K ﹤0.01% 3561

Other funds holding STRL

John Overdeck's STRL Position: Q2 2026 in Review

John Overdeck increased its Sterling Infrastructure (STRL) stake by 1,379% in Q2 2026, buying an estimated $124M and bringing the position to 189,003 shares worth $159M. The position accounts for 0.11% of the portfolio, ranked #196.

John Overdeck first reported a position in STRL in Q2 2013 and has held it in 46 quarters since. 879 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • John Overdeck held 189,003 shares of Sterling Infrastructure worth $159M as of Q2 2026.
  • John Overdeck bought 176,225 Sterling Infrastructure shares in Q2 2026, an estimated $124M.
  • Sterling Infrastructure made up 0.11% of John Overdeck's portfolio in Q2 2026, its #196 holding.
  • John Overdeck first reported a position in Sterling Infrastructure in Q2 2013 and has held it in 46 quarters since.
  • 879 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

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