2 tracked superinvestors hold STERLING INFRASTRUCTURE INC (STRL), worth $1.1B combined, led by ex-Jim Simons. Smart money is holding STRL as of the latest 13F filings.
Current price
$486.49
+68.5%
1Y
Sterling Infrastructure, Inc. operates across three distinct business segments: transportation, e-infrastructure, and building solutions. The company's operations span a significant portion of the United States, including the Southern, Northeastern, and Mid-Atlantic regions, as well as the Rocky Mountain states, California, and Hawaii. Within its transportation division, Sterling specializes in…
Market cap
$16.3B
P/E
56.79
Div yield
0.0%
Revenue YoY
17.7%
Analyst target
$731
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$1.1B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding STRL steady this quarter — buys and sells are balanced. 1 opened a brand-new position.
STERLING INFRASTRUCTURE INC (STRL) is held by 2 tracked funds worth $1.1B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to ex-Jim Simons at 0.8% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stephen Mandel), with 0 adding and 1 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.8% | $564M | |
| New buy | 3.1% | $512M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own STRL?
2 tracked funds hold STERLING INFRASTRUCTURE INC (STRL), the largest being ex-Jim Simons (Renaissance Technologies) at 0.8% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling STRL?
In the most recent 13F quarter, 1 tracked fund added or opened STRL and 1 trimmed it, including 1 brand-new position.
How much STRL do tracked funds hold?
Combined disclosed long exposure to STRL across tracked superinvestors is $1.1B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.