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ROAD position history

The shares of Construction Partners (ROAD) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2: 25,574 shares, $1.4M, <0.01% of portfolio, New
  2. 2024 Q3: 70,188 shares, $4.9M, 0.01% of portfolio, Add +174.5%
  3. 2024 Q4: 32,009 shares, $2.8M, <0.01% of portfolio, Reduce −54.4%
  4. 2025 Q1: 34,795 shares, $2.5M, <0.01% of portfolio, Add +8.7%
  5. 2025 Q2: 12,583 shares, $1.3M, <0.01% of portfolio, Reduce −63.8%
  6. 2025 Q3: 10,873 shares, $1.4M, <0.01% of portfolio, Reduce −13.6%
  7. 2025 Q4: 10,615 shares, $1.2M, <0.01% of portfolio, Reduce −2.4%
  8. 2026 Q1: 26,329 shares, $2.9M, 0.02% of portfolio, Add +148.0%
  9. 2026 Q2: 22,291 shares, $2.6M, 0.02% of portfolio, Reduce −15.3%
Holdings date Value % of holdings Shares Filing date All 13F holders