Sterling Infrastructure Inc (STRL) 13F Positioning & Ownership Changes (Q2 2026)

STRL ranks #570 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

STRL is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

882 institutions disclose a position in STRL, but none treat it as a major bet — even Lone Pine Capital LLC, its most concentrated holder, allocates just 3.1% of its own portfolio to it.

BlackRock has added to its STRL position for two straight quarters, increasing it by $1.5B to reach $2.7B today.

Fuller & Thaler Asset Management, Inc. has trimmed its STRL position for two straight quarters, cutting it by $95.7M while still holding $89.7M.

STRL is down 7.1% today, but institutions show net buying of $11.7B this quarter — a divergence between today's price move and the underlying institutional flow.

STRL posted net income of $431.5M over the trailing twelve months, and currently trades at a P/E of 33.7.

• Profitable — net income of $431.5M over the trailing twelve months
• Revenue grew 60.8% year over year
• Net income improved year over year, from $285.0M to $431.5M
• Generated $440.0M in positive operating cash flow
• Current ratio of 1.01x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.38x equity — within a conventional range