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 Q2	$181M	Sell	1,525,495 -145,626	-9%	-$17.3M	0.56%	59
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 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

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 $3.38T AUM 44.17% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Kayne Anderson Rudnick Investment Management's ROAD Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Construction Partners (ROAD) stake by 8.7% in Q2 2026, selling an estimated $17.3M and leaving 1,525,495 shares worth $181M. The position accounts for 0.56% of the portfolio, ranked #59.

Kayne Anderson Rudnick Investment Management first reported a position in ROAD in Q2 2020 and has held it in 25 quarters since. The position peaked at $284M in Q3 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 1,525,495 shares of Construction Partners worth $181M as of Q2 2026.
Kayne Anderson Rudnick Investment Management sold 145,626 Construction Partners shares in Q2 2026, an estimated $17.3M.
Construction Partners made up 0.56% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #59 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Construction Partners in Q2 2020 and has held it in 25 quarters since.
Kayne Anderson Rudnick Investment Management's Construction Partners position peaked at $284M in Q3 2025.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.