Which hedge funds own ROAD? CONSTRUCTION PARTNERS INC, Q2 2026 13F holders
28 tracked hedge funds disclosed a position in ROAD (CONSTRUCTION PARTNERS INC) in their Q2 2026 13F filings, worth $231.2m in total. The largest holder by portfolio weight is Engle Capital Management, L.P. at 9.7% of its book. 10 opened a new position this quarter: Sunriver Management LLC, West Tower Group, LLC, Ground Swell Capital, LLC, Divisadero Street Capital Management, LP. 6 exited: Formula Growth Ltd, Twinbeech Capital LP, Numerai GP LLC.
- 28
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 10
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 6
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $30.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $8.8m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $231m
- Combined value Sum of the holders' reported positions in the security.
- 2.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Formula Growth Ltd | 0.5% | $1.1m |
| Twinbeech Capital LP | 0.3% | $3.0m |
| Numerai GP LLC | 0.04% | $375k |
| Tudor Investment Corp ET AL | 0.02% | $3.0m |
| Caxton Associates LLP | 0.01% | $270k |
| Voloridge Investment Management, LLC | 0.0% | $951k |
Ownership over time
Who discovered ROAD first? Beta
The run: Q1 2023 → Q3 2025, +371%
| Engle Capital Management, L.P. high conviction | Q3 2025 | – | +3.2 pts |
| Brant Point Investment Management LLC | Q1 2025 | – | +0.7 pts |
| West Tower Group, LLC | Q2 2026 | – | −0.3 pts |
| Gratia Capital, LLC | Q2 2018 | – | −0.9 pts |
| Divisadero Street Capital Management, LP | Q3 2023 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.