Follow-The-Filings

Security · featured owners

STRL Sterling Infrastructure Inc.

COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 3.1%
  • $573M
  • 1 new 1 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 3.1% (Stephen Mandel - Lone Pin...) · not free-float ownership

  1. Stephen Mandel new 3.1%
  2. Ben Hoskin reduce 0.15%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Stephen Mandel - Lone Pine Capital 2026 Q2 3.1% New 3.1% 609,643 $512M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.15% Reduce −18.0% 73,360 $62M history
Polen Capital Management exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01 pp 2,553 $1M history

2 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.97B $2.12B $2.49B
Gross profit $337.64M $426.12M $572.31M
Gross margin * 17.1% 20.1% 23.0%
Net income $138.66M $257.46M $290.15M
Net margin * 7.0% 12.2% 11.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $847.98M $1.02B $1.03B
Total non-current assets * $929.2M $994.89M $1.6B
Total assets $1.78B $2.02B $2.63B
Total current liabilities $678.17M $741.96M $1.02B
Total non-current liabilities * $475.16M $448.34M $504.94M
Total equity $618.91M $808.08M $1.11B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $478.58M $497.1M $439.99M
Cash from investing -$87.75M -$185.85M -$551.92M
Cash from financing -$104.53M -$118.62M -$161.54M
Net change in cash $286.3M $192.63M -$273.47M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders