Lisanti Capital Growth’s Construction Partners ROAD Stock Holding History

Lisanti Capital Growth’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	$4M	Sell	33,648 -19,645	-37%	-$2.33M	0.88%	53
2026 Q1	$5.92M	Sell	53,293 -4,170	-7%	-$500K	1.49%	20
2025 Q4	$6.24M	Sell	57,463 -520	-0.9%	-$58.5K	1.48%	16
2025 Q3	$7.36M	Sell	57,983 -4,272	-7%	-$488K	1.8%	7
2025 Q2	$6.62M	Sell	62,255 -6,705	-10%	-$627K	1.83%	8
2025 Q1	$4.96M	Sell	68,960 -36,655	-35%	-$2.89M	1.47%	23
2024 Q4	$9.34M	Buy	105,615 +3,565	+3%	+$310K	2.25%	3
2024 Q3	$7.12M	Buy	102,050 +35,955	+54%	+$2.22M	1.8%	8
2024 Q2	$3.65M	Sell	66,095 -1,030	-2%	-$57K	0.88%	57
2024 Q1	$3.77M	Sell	67,125 -36,160	-35%	-$1.71M	0.92%	50
2023 Q4	$4.49M	Buy	103,285 +3,750	+4%	+$154K	1.06%	37
2023 Q3	$3.64M	Buy	99,535 +23,640	+31%	+$780K	0.58%	73
2023 Q2	$2.38M	Buy	+75,895	New	+$2.17M	0.33%	103

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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 $3.37T AUM 44.26% 1-Year Est. Return

Lisanti Capital Growth's ROAD Position: Q2 2026 in Review

Lisanti Capital Growth reduced its Construction Partners (ROAD) stake by 37% in Q2 2026, selling an estimated $2.33M and leaving 33,648 shares worth $4M. The position accounts for 0.88% of the portfolio, ranked #53.

Lisanti Capital Growth first reported a position in ROAD in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.34M in Q4 2024. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Lisanti Capital Growth held 33,648 shares of Construction Partners worth $4M as of Q2 2026.
Lisanti Capital Growth sold 19,645 Construction Partners shares in Q2 2026, an estimated $2.33M.
Construction Partners made up 0.88% of Lisanti Capital Growth's portfolio in Q2 2026, its #53 holding.
Lisanti Capital Growth first reported a position in Construction Partners in Q2 2023 and has held it in 13 quarters since.
Lisanti Capital Growth's Construction Partners position peaked at $9.34M in Q4 2024.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Lisanti Capital Growth's 13F filing for Q2 2026, filed 10 Aug 2026.