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Sterling Infrastructure, Inc.

STRL Industrials
$576.48 +$23.32 (4.22%)
Market Cap: $17.63 B
Gurus Holding
10
Popularity Rank
#489
% of Shares Held
5.10%
Net Activity (Q2 2026)
+$479.95 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 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $899.42 M.

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

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $479.95 M net inflow during the quarter.

Recent activity highlights Steve Mandel who opened a new position. Conversely, Chuck Royce reduced exposure by 55.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$613.21 M
Total Buy Value
New Buys 5
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
5

FAQs for Sterling Infrastructure, Inc. (STRL)

Major holders include Renaissance Technologies (RenTech) ($564.21 M), Steve Mandel ($511.71 M), Cliff Asness ($87.89 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.56 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $479.95 M, with 5 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, 5 managers opened new positions in STRL, and 0 increased their existing holdings. The total reported buy value was $613.21 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.78% Reduce -12.4% 672,194 $564.21 M Q2 2026
3.13% New Buy 609,643 $511.71 M Q2 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
0.01% Reduce -55.9% 1,782 $1.5 M Q2 2026
0.00% New Buy 451 $378,656 Q2 2026
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