L.J. Altfest & Co’s Construction Partners ROAD Stock Holding History

L.J. Altfest & Co’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	–	Sell	-5,036	Closed	-$547K	–	374
2025 Q4	$547K	Sell	5,036 -2,562	-34%	-$288K	0.06%	210
2025 Q3	$965K	Buy	+7,598	New	+$867K	0.11%	131

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

L.J. Altfest & Co's ROAD Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Construction Partners (ROAD) in Q1 2026, closing a stake of 5,036 shares — an estimated $547K sold.

L.J. Altfest & Co first reported a position in ROAD in Q3 2025 and held it in 2 quarters. The position peaked at $965K in Q3 2025. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

L.J. Altfest & Co reported no remaining Construction Partners position as of Q1 2026 after selling out during the quarter.
L.J. Altfest & Co sold 5,036 Construction Partners shares in Q1 2026, an estimated $547K.
L.J. Altfest & Co first reported a position in Construction Partners in Q3 2025 and held it in 2 quarters.
L.J. Altfest & Co's Construction Partners position peaked at $965K in Q3 2025.
343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.