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What smart money is saying about Sterling Infrastructure, Inc.United States flag

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

2 funds in our archive have pitched Sterling Infrastructure, Inc. — most recently Homestead Advisers Small-Company Stock Fund in June 2026.

Company profile

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 developing and rehabilitating critical infrastructure. This includes projects such as highways, roads, bridges, airports, ports, and light rail systems, alongside essential water, wastewater, and storm drainage solutions. Their clients in this sector range from state departments of transportation and regional transit authorities to airport, port, and water authorities, as well as railway companies. Furthermore, Sterling delivers specialized site infrastructure development services. These projects cater to high-profile "blue-chip" clients operating within the e-commerce, data center, distribution and warehousing, and energy industries. The building solutions segment focuses on concrete work for both residential and commercial applications. This encompasses foundations for single-family and multi-family residences, as well as parking structures, elevated slabs, and other custom concrete projects. Their client base here includes national, regional, and custom home builders, as well as developers and general contractors in the commercial sector. Originally established in 1955, the company operated as Sterling Construction Company, Inc. until its renaming to Sterling Infrastructure, Inc. in June 2022. Its corporate headquarters are located in The Woodlands, Texas.

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Summarize with Warren AI
3
Reported positions
1
Bought
0
Sold
4
Letters

Position history

Between Q1 2025 and Q2 2026, 3 fund letters reported a position in Sterling Infrastructure, Inc.1 opened or added to the position.

Fund letters reporting a position in Sterling Infrastructure, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20263101
Q1 20250001

Fund activity · 3 positions · 1 move

  • In addition to the transactions mentioned above, 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.
    Sterling Infrastructure, Inc.
  • HoldsBridge City Capital Small Cap Growth Composite
    June 2026
    TOP CONTRIBUTORS IN Q2 2026 TOP DETRACTORS IN Q2 2026 Contribution2 Average Weight1 2.5%2.7%Sterling Infrastructure, Inc 1.8%1.7%Credo Technology Group Holdings, Ltd.
    Sterling Infrastructure, Inc.
  • HoldsHomestead Advisers Small-Company Stock Fund
    June 2026
    In terms of individual holdings, the stocks that made the largest contributions to relative performance were: Sterling Infrastructure, Inc. is a construction company that continues to benefit from growth in data centers.
    Sterling Infrastructure, Inc.

Fund coverage · 2 theses

  • Homestead Advisers Small-Company Stock Fund
    June 2026

    Sterling Infrastructure benefits from data center growth and scale could support stronger margins over time.

    Read the full thesis
  • 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

Read every full thesis on Sterling Infrastructure, Inc.

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