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STRL Sterling Infrastructure Inc.

Industrials, filed as STERLING INFRASTRUCTURE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

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

In 2026 Q2 Stephen Mandel opened a position in Sterling Infrastructure, Ben Hoskin trimmed, and Polen Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 3.1% (Stephen Mandel, Lone Pine Capital). Not free-float ownership.

  1. Stephen Mandel New 3.1%
  2. Ben Hoskin Reduce 0.15%

Who owns STRL

Sorted by value, long equity only, as of 2026 Q2.

History
Stephen Mandel, Lone Pine Capital 3.1% New 3.1% 609,643 $512M History
Ben Hoskin, Value Aligned Research Advisors 0.15%, was 0.17% Reduce −18.0% 73,360 $62M History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 2,553 $1M History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by STRL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All STRL insider trades
  • None no insider bought on the open market
  • $2.2M sold by 1 insider outside a trading plan
  • $94.1M sold by 4 insiders under 10b5-1 plans
  1. Mark D. Wolf General Counsel, Corporate Sec
    Sale
    $2.2M 2,500 shares at $888.00 8.2% of stake
    Traded Jun 25 Filed Jun 29
    ↗
  2. Joseph A Cutillo CEO
    Planned sale
    $24.9M 50,000 shares at $497.57 15% of stake
    Traded Apr 23 Filed Apr 24
    ↗
  3. Joseph A Cutillo CEO
    Planned sale
    $22.7M 50,000 shares at $453.48 13% of stake
    Traded Mar 25 Filed Mar 27
    ↗
  4. Dwayne Andree Wilson Director
    Planned sale
    $511K 1,260 shares at $405.95 9.3% of stake
    Traded Mar 12 Filed Mar 16
    ↗
  5. Joseph A Cutillo CEO
    Planned sale
    $41.2M 100,000 shares at $412.13 20% of stake
    Traded Mar 9–10 Filed Mar 11
    ↗
  6. Julie Dill Director
    Planned sale
    $1.7M 4,500 shares at $384.28 20% of stake
    Traded Mar 9 Filed Mar 9
    ↗
  7. Dwayne Andree Wilson Director
    Planned sale
    $495K 1,200 shares at $412.36 8.1% of stake
    Traded Mar 5 Filed Mar 6
    ↗
  8. Dana C. O'Brien Director
    Planned sale
    $1.6M 4,000 shares at $402.50 26% of stake
    Traded Feb 6–9 Filed Feb 10
    ↗
  9. Dwayne Andree Wilson Director
    Planned sale
    $1M 2,860 shares at $350.00 16% of stake
    Traded Jan 16 Filed Jan 20
    ↗

Also filed in the last 12 months, not counted as buying or selling: 16 stock grants, 8 share withholdings for taxes, and 4 gifts.

Congress

2 members of Congress traded STRL in the last three years: 2 buys and 8 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $15K–$50K Aug 7 filed Sep 10
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Jun 30 filed Jul 2
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $15K–$50K Jun 16 filed Jul 2
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $15K–$50K May 18 filed Jun 8
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Oct 30, 2025 filed Nov 18, 2025
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Oct 3, 2025 filed Nov 18, 2025

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc
8-K 1.01,2.03,7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 7.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 $0.848B $1.02B $1.03B
Total non-current assets * $0.929B $0.995B $1.6B
Total assets $1.78B $2.02B $2.63B
Total current liabilities $0.678B $0.742B $1.02B
Total non-current liabilities * $475.16M $448.34M $504.94M
Total equity $0.619B $0.808B $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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.