TwinBeech Capital’s Construction Partners ROAD Stock Holding History

TwinBeech Capital’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	–	Sell	-27,168	Closed	-$3.02M	–	638
2026 Q1	$3.02M	Buy	+27,168	New	+$3.26M	0.31%	94
2025 Q3	–	Sell	-2,242	Closed	-$238K	–	792
2025 Q2	$238K	Buy	+2,242	New	+$210K	0.01%	575
2024 Q4	–	Sell	-33,615	Closed	-$2.35M	–	881
2024 Q3	$2.35M	Buy	+33,615	New	+$2.07M	0.04%	385

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

TwinBeech Capital's ROAD Position: Q2 2026 in Review

TwinBeech Capital sold out of Construction Partners (ROAD) in Q2 2026, closing a stake of 27,168 shares — an estimated $3.02M sold.

TwinBeech Capital first reported a position in ROAD in Q3 2024 and held it in 3 quarters. The position peaked at $3.02M in Q1 2026. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

TwinBeech Capital reported no remaining Construction Partners position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 27,168 Construction Partners shares in Q2 2026, an estimated $3.02M.
TwinBeech Capital first reported a position in Construction Partners in Q3 2024 and held it in 3 quarters.
TwinBeech Capital's Construction Partners position peaked at $3.02M in Q1 2026.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.