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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
GCM
Grisanti Capital Management
New York
$0 -$9.13M 0 – Closed
2002
HCS
Harvest Capital Strategies
California
$0 -$2.11M 0 – Closed
2003
HFS
Haverford Financial Services
Pennsylvania
$0 -$396K 0 – Closed
2004
HCM
Highside Capital Management
Texas
$0 -$8.35M 0 – Closed
2005
HSA
Hussman Strategic Advisors
Maryland
$0 -$1.18M 0 – Closed
2006
IG
Ithaka Group
Virginia
$0 -$6.32M 0 – Closed
2007
JMH
J.M. Hartwell
New York
$0 -$9.18M 0 – Closed
2008
KCM
Karsch Capital Management
New York
$0 -$62.3M 0 – Closed
2009
KCM
Keane Capital Management
North Carolina
$0 -$1.46M 0 – Closed
2010
LA
Leonetti & Associates
Illinois
$0 -$3.61M 0 – Closed
2011
Lone Pine Capital
Lone Pine Capital
Connecticut
$0 -$430M 0 – Closed
2012
LPC
Long Pond Capital
New York
$0 -$31.5M 0 – Closed
2013
LWM
Lyons Wealth Management
Florida
$0 -$95K 0 – Closed
2014
MIA
Mainstream Investment Advisers
Indiana
$0 -$4.21M 0 – Closed
2015
MSR
Main Street Research
Connecticut
$0 -$900K 0 – Closed
2016
MP
Manifold Partners
California
$0 -$4.14M 0 – Closed
2017
MS
Marshall & Sullivan
Washington
$0 -$543K 0 – Closed
2018
MCG
Meru Capital Group
New York
$0 -$12.6M 0 – Closed
2019
MFP
Michael F. Price
$0 -$129K 0 – Closed
2020
MC
Middleton & Co
Massachusetts
$0 -$345K 0 – Closed
2021
MSS
Mitchell Sinkler & Starr
Pennsylvania
$0 -$667K 0 – Closed
2022
MJRIC
Mogy Joel R Investment Counsel
California
$0 -$983K 0 – Closed
2023
MFS
Monetta Financial Services
Illinois
$0 -$1.53M 0 – Closed
2024
MLL
Moody Lynn & Lieberson
Massachusetts
$0 -$2.13M 0 – Closed
2025
NCA
Newbrook Capital Advisors
New York
$0 -$44.4M 0 – Closed