InvestorLens

STRL — STERLING INFRASTRUCTURE INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying STRL?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
43
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
0 congressional purchases, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their STRL position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 0 congressional purchases, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Steve Mandel)
  • +6 tracked investors reported holding STRL at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −Congressional disclosures lean toward selling (2 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About STERLING INFRASTRUCTURE INC (STRL)

STERLING INFRASTRUCTURE INC (STRL) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Steve Mandel (Lone Pine Capital), valued at $512M. Across recent filings, tracked investors recorded 3 new positions, 2 increased, 2 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in STRL

71
/100
Institutional Accumulation
Added / Increased5
Reduced2
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track STRL

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

STRL Ownership Composition

How STERLING INFRASTRUCTURE INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
49% of tracked value
Institutions
6
tracked investors
Total Reported
$1.1B
combined 13F value
Types3
  • Multi-Strategy / Quant49.4%
  • Growth & Innovation45.8%
  • Macro4.8%
Multi-Strategy / Quant(3)
49.4%
Growth & Innovation(1)
45.8%
Macro(2)
4.8%

Tracked investors currently reporting STRL

  • Steve MandelJun 30, 2026
    Lone Pine Capital
    Shares
    609.6K
    Value
    $511.7M
    % Portfolio
    3.13%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    312.7K
    Value
    $262.5M
    % Portfolio
    0.10%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    273.9K
    Value
    $229.9M
    % Portfolio
    0.03%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    71.5K
    Value
    $60M
    % Portfolio
    0.07%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    44.4K
    Value
    $37.3M
    % Portfolio
    0.05%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    20.2K
    Value
    $16.9M
    % Portfolio
    0.07%

Recent activity

Frequently asked questions

How many institutional investors hold STRL?
6 tracked institutional investors disclosed a position in STRL (STERLING INFRASTRUCTURE INC) in their most recent 13F filing.
Who is the largest institutional holder of STRL?
Steve Mandel, Lone Pine Capital, holds the largest disclosed position in STRL, valued at $512M.
Did institutional ownership of STRL increase or decrease?
Across recent 13F filings, tracked investors recorded 3 new positions, 2 increased, 2 reduced, and 0 fully exited STRL.
Where does this STRL ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
STRL (STERLING INFRASTRUCTURE INC) — Institutional Holders — InvestorLens