Van Berkom & Associates’s Construction Partners ROAD Stock Holding History

Van Berkom & Associates’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	$49.5M	Buy	416,726 +404,162	+3,217%	+$48M	1.59%	39
2026 Q1	$1.4M	Sell	12,564 -237	-2%	-$28.4K	0.05%	54
2025 Q4	$1.39M	Sell	12,801 -1,194	-9%	-$134K	0.04%	54
2025 Q3	$1.78M	Hold	13,995	–	–	0.05%	49
2025 Q2	$1.49M	Buy	13,995 +200	+1%	+$18.7K	0.04%	48
2025 Q1	$991K	Buy	+13,795	New	+$1.09M	0.03%	53

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

Van Berkom & Associates's ROAD Position: Q2 2026 in Review

Van Berkom & Associates increased its Construction Partners (ROAD) stake by 3,217% in Q2 2026, buying an estimated $48M and bringing the position to 416,726 shares worth $49.5M. The position accounts for 1.59% of the portfolio, ranked #39.

Van Berkom & Associates first reported a position in ROAD in Q1 2025 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Van Berkom & Associates held 416,726 shares of Construction Partners worth $49.5M as of Q2 2026.
Van Berkom & Associates bought 404,162 Construction Partners shares in Q2 2026, an estimated $48M.
Construction Partners made up 1.59% of Van Berkom & Associates's portfolio in Q2 2026, its #39 holding.
Van Berkom & Associates first reported a position in Construction Partners in Q1 2025 and has held it in 6 quarters since.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Van Berkom & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.