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What smart money is saying about Sterling InfrastructureUnited States flag

STRL · Industrials · Engineering & Construction · Market cap $9.42B

1 fund in our archive has pitched Sterling Infrastructure — most recently Tamim Global High Conviction in March 2025.

Company profile

Sterling Infrastructure, Inc. engages in the transportation, e-infrastructure, and building solutions primarily in the Southern United States, the Northeastern and Mid-Atlantic United States, the Rocky Mountain states, California, and Hawaii. It undertakes infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, light rail, water, wastewater, and storm drainage systems for the departments of transportation in various states, regional transit authorities, airport authorities, port authorities, water authorities and railroads. The company also provides specialty site infrastructure improvement contracting services for blue-chip end users in the e-commerce, data center, distribution center and warehousing, and energy sectors. In addition, it undertakes residential and commercial concrete foundations for single-family and multi-family homes, parking structures, elevated slabs, and other concrete work for national home builders, regional and custom home builders, and developers and general contractors in commercial markets. The company was formerly known as Sterling Construction Company, Inc. and changed its name to Sterling Infrastructure, Inc. in June 2022. Sterling Infrastructure, Inc. was founded in 1955 and is headquartered in The Woodlands, Texas.

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Summarize with Warren AI
1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q1 2025 and Q2 2026, 1 fund letter reported a position in Sterling Infrastructure1 opened or added to the position.

Fund letters reporting a position in Sterling Infrastructure, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261100
Q1 20250001

Fund activity · 1 position · 1 move

  • New positionClearBridge Investments SMID Cap Growth Strategy
    June 2026
    we initiated positions in Arxis, Sterling Infrastructure, and Woodward in the industrials sector, SiTime, Cipher Digital, D-Wave Quantum and DigitalOcean in the IT sector, Liftoff Mobile in the communication services sector and Axsome Therapeutics, Vaxcyte and Kymera Therapeutics in the health care sector.
    Read the letterSterling Infrastructure

Fund coverage · 1 thesis

  • Tamim Global High Conviction
    March 2025

    Sterling Infrastructure is poised for growth due to the U.S. re-industrialization, strong demand for AI-driven construction, and its strategic presence in key markets.

    Read the full thesis

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