Lisanti Capital Growth’s Sterling Infrastructure STRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.23M	Buy	17,741 +8,380	+90%	+$3.28M	1.82%	10
2025 Q4	$2.87M	Sell	9,361 -23,110	-71%	-$7.96M	0.68%	71
2025 Q3	$11M	Buy	32,471 +4,691	+17%	+$1.33M	2.7%	2
2025 Q2	$6.41M	Buy	+27,780	New	+$4.85M	1.78%	10
2025 Q1	–	Sell	-21,015	Closed	-$3.54M	–	156
2024 Q4	$3.54M	Buy	21,015 +16,820	+401%	+$2.91M	0.85%	55
2024 Q3	$608K	Sell	4,195 -21,475	-84%	-$2.55M	0.15%	113
2024 Q2	$3.04M	Buy	+25,670	New	+$2.93M	0.73%	68
2024 Q1	–	Sell	-51,895	Closed	-$4.56M	–	152
2023 Q4	$4.56M	Sell	51,895 -86,465	-62%	-$6.25M	1.08%	36
2023 Q3	$10.2M	Buy	+138,360	New	+$9.68M	1.61%	13