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Munro Partners’s Construction Partners ROAD Stock Holding History

Munro Partners’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 		$14M Buy
125,575
+46,760
+59% +$5.61M 0.47% 38
2025
Q4 		$8.56M Buy
+78,815
New +$8.87M 0.22% 46

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Munro Partners's ROAD Position: Q1 2026 in Review

Munro Partners increased its Construction Partners (ROAD) stake by 59% in Q1 2026, buying an estimated $5.61M and bringing the position to 125,575 shares worth $14M. The position accounts for 0.47% of the portfolio, ranked #38.

Munro Partners first reported a position in ROAD in Q4 2025 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Munro Partners held 125,575 shares of Construction Partners worth $14M as of Q1 2026.
  • Munro Partners bought 46,760 Construction Partners shares in Q1 2026, an estimated $5.61M.
  • Construction Partners made up 0.47% of Munro Partners's portfolio in Q1 2026, its #38 holding.
  • Munro Partners first reported a position in Construction Partners in Q4 2025 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.