Lindenwold Advisors’s Construction Partners ROAD Stock Holding History

Lindenwold Advisors’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
2025 Q3	$287K	Sell	2,261 -873	-28%	-$99.7K	0.14%	93
2025 Q2	$333K	Sell	3,134 -930	-23%	-$86.9K	0.17%	78
2025 Q1	$292K	Sell	4,064 -695	-15%	-$54.8K	0.16%	83
2024 Q4	$421K	Sell	4,759 -25	-0.5%	-$2.17K	0.22%	76
2024 Q3	$334K	Sell	4,784 -915	-16%	-$56.4K	0.17%	90
2024 Q2	$315K	Hold	5,699	–	–	0.17%	87
2024 Q1	$320K	Sell	5,699 -925	-14%	-$43.7K	0.17%	95
2023 Q4	$288K	Hold	6,624	–	–	0.16%	95
2023 Q3	$242K	Sell	6,624 -1,165	-15%	-$38.4K	0.15%	97
2023 Q2	$244K	Sell	7,789 -540	-6%	-$15.5K	0.15%	99
2023 Q1	$224K	Sell	8,329 -20	-0.2%	-$545	0.14%	106
2022 Q4	$223K	Buy	8,349 +40	+0.5%	+$1.15K	0.15%	108
2022 Q3	$218K	Buy	+8,309	New	+$218K	0.16%	104
2022 Q2	–	Sell	-8,034	Closed	-$210K	–	121
2022 Q1	$210K	Buy	8,034 +410	+5%	+$10.8K	0.13%	119
2021 Q4	$224K	Buy	+7,624	New	+$266K	0.13%	123

Other funds holding ROAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lindenwold Advisors's ROAD Position: Q3 2025 in Review

Lindenwold Advisors reduced its Construction Partners (ROAD) stake by 28% in Q3 2025, selling an estimated $99.7K and leaving 2,261 shares worth $287K. The position accounts for 0.14% of the portfolio, ranked #93.

Lindenwold Advisors first reported a position in ROAD in Q4 2021 and has held it in 15 quarters since. The position peaked at $421K in Q4 2024. 338 funds tracked by Wall St. Rank hold ROAD as of Q3 2025.

Lindenwold Advisors held 2,261 shares of Construction Partners worth $287K as of Q3 2025.
Lindenwold Advisors sold 873 Construction Partners shares in Q3 2025, an estimated $99.7K.
Construction Partners made up 0.14% of Lindenwold Advisors's portfolio in Q3 2025, its #93 holding.
Lindenwold Advisors first reported a position in Construction Partners in Q4 2021 and has held it in 15 quarters since.
Lindenwold Advisors's Construction Partners position peaked at $421K in Q4 2024.
338 funds tracked by Wall St. Rank held Construction Partners as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.