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Sterling Infrastructure, Inc.

STRL Industrials
$288.65 $-12.95 (-4.29%)
Market Cap: $8.8 B
Gurus Holding
8
Popularity Rank
#821
% of Shares Held
4.93%
Net Activity (Q2 2026)
+$484.36 M

Guru Ownership Trend

Guru Analysis for Sterling Infrastructure, Inc. (STRL)

Sterling Infrastructure, Inc. (STRL), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $434.28 M.

Top institutional holders include Steve Mandel and Renaissance Technologies (RenTech).

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $484.36 M net inflow during the quarter.

Recent activity highlights Steve Mandel who opened a new position. Conversely, Ray Dalio reduced exposure by 45.5%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$617.62 M
Total Buy Value
New Buys 6
Additions 0
-$133.26 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for Sterling Infrastructure, Inc. (STRL)

Major holders include Steve Mandel ($511.71 M), Renaissance Technologies (RenTech) ($304.28 M), Cliff Asness ($87.89 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.5 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $484.36 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited STRL. The total reported sell value was $133.26 M.

Yes, 6 managers opened new positions in STRL, and 0 increased their existing holdings. The total reported buy value was $617.62 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.13% New Buy 609,643 $511.71 M Q2 2026
0.41% Reduce -8.0% 618,734 $304.28 M Q3 2026
0.03% Reduce -29.6% 105,710 $87.89 M Q2 2026
0.06% New Buy 69,781 $58.57 M Q2 2026
0.05% New Buy 42,882 $35.99 M Q2 2026
0.06% Reduce -3.0% 29,757 $24.98 M Q2 2026
0.07% Reduce -45.5% 20,185 $16.94 M Q2 2026
0.10% New Buy 7,815 $6.56 M Q2 2026
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