STRL
Sterling Infrastructure, Inc. · Industrials · Engineering & Construction
Señales de momentum (gestores comparables):
amplitud de titulares +10.0% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +9.1%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 157 | +21 | 19.87M | $16.60B | +22 | — |
| Q1 2026 | 138 | +5 | 20.42M | $8.31B | +13 | −9 |
| Q4 2025 | 132 | +2 | 22.17M | $6.79B | +4 | −1 |
| Q3 2025 | 16 | 0 | 14.58M | $4.95B | +2 | −2 |
| Q2 2025 | 13 | -1 | 13.33M | $3.08B | +2 | −3 |
| Q1 2025 | 11 | +1 | 3.91M | $442.64M | +1 | — |
| Q4 2024 | 10 | -2 | 2.87M | $484.08M | — | −2 |
| Q3 2024 | 11 | +1 | 2.37M | $343.98M | +2 | −1 |
| Q2 2024 | 10 | — | 2.54M | $300.40M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 1.03M | +17.9% | $116.54M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 735.83K | +3.1% | $83.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 735.83K | +3.1% | $83.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 698.44K | -3.6% | $79.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Millennium Management ✦ | 493.39K | +743.9% | $55.86M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 275.24K | +308.3% | $31.16M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 253.52K | +0.6% | $28.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 253.52K | +0.6% | $28.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 212.63K | +616.0% | $24.07M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 107.09K | +1.5% | $12.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 107.09K | +1.5% | $12.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 107.09K | +1.5% | $12.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 107.09K | +1.5% | $12.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 107.09K | +1.5% | $12.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 81.28K | +94.6% | $9.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 81.28K | +94.6% | $9.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 16.10K | +117.6% | $1.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Marshall Wace ✦ | 6.75K | Nuevo | $764,620 | 0.0% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 6.75K | Nuevo | $764,620 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $764,620 | 0.0% |
| Marshall Wace | $764,620 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 698 tenedores, 27.71M acciones, $10.78B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.