Palisades Investment Partners’s Sterling Infrastructure STRL Stock Holding History

Palisades Investment Partners’s Portfolio STRL Stock Details STRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.27M	Buy	11,045 +2,351	+27%	+$1.65M	2.64%	14
2026 Q1	$3.54M	Sell	8,694 -88,811	-91%	-$34.7M	1.39%	34
2025 Q4	$29.9M	Buy	97,505 +1,705	+2%	+$587K	11.28%	1
2025 Q3	$32.5M	Sell	95,800 -2,928	-3%	-$831K	12.78%	1
2025 Q2	$22.8M	Sell	98,728 -20,072	-17%	-$3.5M	9.96%	1
2025 Q1	$13.4M	Buy	118,800 +2,844	+2%	+$400K	6.75%	3
2024 Q4	$19.5M	Buy	115,956 +11,700	+11%	+$2.02M	8.24%	1
2024 Q3	$15.1M	Buy	104,256 +6,106	+6%	+$726K	6.58%	3
2024 Q2	$11.6M	Buy	+98,150	New	+$11.2M	5.75%	3

Other funds holding STRL

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Palisades Investment Partners's STRL Position: Q2 2026 in Review

Palisades Investment Partners increased its Sterling Infrastructure (STRL) stake by 27% in Q2 2026, buying an estimated $1.65M and bringing the position to 11,045 shares worth $9.27M. The position accounts for 2.64% of the portfolio, ranked #14.

Palisades Investment Partners first reported a position in STRL in Q2 2024 and has held it in 9 quarters since. The position peaked at $32.5M in Q3 2025. 354 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Palisades Investment Partners held 11,045 shares of Sterling Infrastructure worth $9.27M as of Q2 2026.
Palisades Investment Partners bought 2,351 Sterling Infrastructure shares in Q2 2026, an estimated $1.65M.
Sterling Infrastructure made up 2.64% of Palisades Investment Partners's portfolio in Q2 2026, its #14 holding.
Palisades Investment Partners first reported a position in Sterling Infrastructure in Q2 2024 and has held it in 9 quarters since.
Palisades Investment Partners's Sterling Infrastructure position peaked at $32.5M in Q3 2025.
354 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.