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Adds vs. Reduces by Quarter
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STRL —
STERLING INFRASTRUCTURE INC
CUSIP: 859241101 · Held by 4 superinvestors · Combined value: $316,404,492
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Jim Simons | 0.4% | $245,962,099 | 803,194 | REDUCE | -110,160 |
| 2 | Ken Griffin | 0.0% | $56,384,905 | 184,126 | ADD | +75,726 |
| 3 | Ray Dalio | 0.1% | $13,459,727 | 43,953 | ADD | +13,988 |
| 4 | Polen Capital | 0.0% | $597,761 | 1,952 | REDUCE | -1,321 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +75,726 | +69.9% |
| Ray Dalio | ADD | +13,988 | +46.7% |
| Jim Simons | REDUCE | -110,160 | -12.1% |
| Polen Capital | REDUCE | -1,321 | -40.4% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +29,965 | New |
| Ken Griffin | ADD | +29,161 | +36.8% |
| Jim Simons | REDUCE | -170,017 | -15.7% |
| Polen Capital | REDUCE | -296 | -8.3% |
Who Owns STRL? Superinvestor Holdings
STERLING INFRASTRUCTURE INC is held by 4 tracked superinvestors, with a combined position value of $316 million . The largest positions are held by Jim Simons (0.4% of portfolio), Ken Griffin (0.0% of portfolio), Ray Dalio (0.1% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 2 reduced or exited.