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Sterling Infrastructure, Inc.

STRL Industrials
$860.84 +$17.88 (2.12%)
Market Cap: $26.42 B
Gurus Holding
5
Popularity Rank
#1791
% of Shares Held
3.22%
Net Activity (Q1 2026)
-$8.25 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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $851.21 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.25 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 149.8%. Conversely, Chuck Royce reduced exposure by 87.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$36.42 M
Total Buy Value
New Buys 0
Additions 2
-$44.67 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
2

FAQs for Sterling Infrastructure, Inc. (STRL)

Major holders include Renaissance Technologies (RenTech) ($312.34 M), Cliff Asness ($59.07 M), Ray Dalio ($15.1 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 988,816 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.25 M, with 2 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited STRL. The total reported sell value was $44.67 M.

Yes, 0 managers opened new positions in STRL, and 2 increased their existing holdings. The total reported buy value was $36.42 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.49% Reduce -4.5% 766,914 $312.34 M Q1 2026
0.03% Add 96.0% 150,103 $59.07 M Q1 2026
0.07% Reduce -15.7% 37,066 $15.1 M Q1 2026
0.04% Add 149.8% 30,690 $12.5 M Q1 2026
0.02% Reduce -87.5% 4,043 $1.65 M Q1 2026
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