Kayne Anderson Rudnick Investment Management
ROAD icon

Kayne Anderson Rudnick Investment Management’s Construction Partners ROAD Stock Holding History

Kayne Anderson Rudnick Investment Management’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
Q1 		$186M Sell
1,671,121
-91,287
-5% -$10.9M 0.55% 61
2025
Q4 		$191M Sell
1,762,408
-475,521
-21% -$53.5M 0.51% 63
2025
Q3 		$284M Sell
2,237,929
-315,612
-12% -$36M 0.69% 53
2025
Q2 		$271M Sell
2,553,541
-38,538
-1% -$3.6M 0.65% 52
2025
Q1 		$186M Buy
2,592,079
+12,808
+0.5% +$1.01M 0.46% 71
2024
Q4 		$228M Sell
2,579,271
-41,878
-2% -$3.64M 0.52% 64
2024
Q3 		$183M Sell
2,621,149
-94,751
-3% -$5.84M 0.4% 70
2024
Q2 		$150M Sell
2,715,900
-956,387
-26% -$52.9M 0.37% 79
2024
Q1 		$206M Sell
3,672,287
-59,073
-2% -$2.79M 0.48% 63
2023
Q4 		$162M Sell
3,731,360
-120,417
-3% -$4.94M 0.41% 71
2023
Q3 		$141M Sell
3,851,777
-165,256
-4% -$5.45M 0.4% 74
2023
Q2 		$126M Sell
4,017,033
-248,407
-6% -$7.11M 0.35% 79
2023
Q1 		$115M Sell
4,265,440
-45,856
-1% -$1.25M 0.34% 86
2022
Q4 		$115M Sell
4,311,296
-213,382
-5% -$6.11M 0.36% 81
2022
Q3 		$119M Sell
4,524,678
-115,284
-2% -$3.02M 0.39% 80
2022
Q2 		$97.2M Buy
4,639,962
+786,373
+20% +$18.6M 0.31% 95
2022
Q1 		$101M Buy
3,853,589
+828,963
+27% +$21.9M 0.27% 107
2021
Q4 		$89M Sell
3,024,626
-25,693
-0.8% -$897K 0.2% 121
2021
Q3 		$102M Sell
3,050,319
-47,952
-2% -$1.58M 0.25% 112
2021
Q2 		$97.3M Buy
3,098,271
+361,340
+13% +$11.3M 0.24% 109
2021
Q1 		$81.8M Buy
2,736,931
+215,804
+9% +$6.51M 0.22% 111
2020
Q4 		$73.4M Buy
2,521,127
+116,061
+5% +$2.77M 0.21% 112
2020
Q3 		$43.8M Buy
2,405,066
+89,005
+4% +$1.59M 0.16% 129
2020
Q2 		$41.1M Buy
+2,316,061
New +$39.5M 0.17% 119

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's ROAD Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Construction Partners (ROAD) stake by 5.2% in Q1 2026, selling an estimated $10.9M and leaving 1,671,121 shares worth $186M. The position accounts for 0.55% of the portfolio, ranked #61.

Kayne Anderson Rudnick Investment Management first reported a position in ROAD in Q2 2020 and has held it in 24 quarters since. The position peaked at $284M in Q3 2025. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 1,671,121 shares of Construction Partners worth $186M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 91,287 Construction Partners shares in Q1 2026, an estimated $10.9M.
  • Construction Partners made up 0.55% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #61 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Construction Partners in Q2 2020 and has held it in 24 quarters since.
  • Kayne Anderson Rudnick Investment Management's Construction Partners position peaked at $284M in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.