CONSTRUCTION PARTNERS INC ROAD
COM CL A · Common Stock · CUSIP 21044C107 · ISIN US21044C1071
- SectorIndustrials
- IndustryHeavy Construction Other Than Bldg Const - Contractors
- HeadquartersDothan, AL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $55.21. Options: 3 managers hold calls ($668.0k notional), 2 hold puts ($27.6k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 151 |
| Q4 2022 | 155 |
| Q1 2023 | 147 |
| Q2 2023 | 158 |
| Q3 2023 | 180 |
| Q4 2023 | 226 |
| Q1 2024 | 222 |
| Q2 2024 | 236 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 70 | 75 |
| Q1 2023 | 82 | 59 |
| Q2 2023 | 75 | 77 |
| Q3 2023 | 107 | 63 |
| Q4 2023 | 116 | 87 |
| Q1 2024 | 113 | 117 |
| Q2 2024 | 104 | 124 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $8.2m | $62.2k | 0.01 |
| Q4 2023 | $613.5k | $204.5k | 0.33 |
| Q1 2024 | $807.6k | $157.2k | 0.19 |
| Q2 2024 | $668.0k | $27.6k | 0.04 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +861.8k |
| FMR LLC | Added | +418.4k |
| Clearbridge Investments, LLC | New | +368.8k |
| BANK OF AMERICA CORP /DE/ | Added | +314.9k |
| MACQUARIE GROUP LTD | Added | +262.9k |
| WASATCH ADVISORS LP | Added | +201.7k |
| FIRST TRUST ADVISORS LP | Added | +164.7k |
| Driehaus Capital Management LLC | Added | +137.6k |
| Conestoga Capital Advisors, LLC | Added | +120.2k |
| SCOUT INVESTMENTS, INC. | New | +111.8k |
Biggest sellers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -956.4k |
| MORGAN STANLEY | Reduced | -839.6k |
| Invesco Ltd. | Reduced | -583.8k |
| Mirae Asset Global Investments Co., Ltd. | Sold out | -484.1k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Sold out | -220.0k |
| NATIXIS ADVISORS, LLC | Reduced | -131.5k |
| JPMORGAN CHASE & CO | Reduced | -116.8k |
| Catawba River Capital | Reduced | -114.0k |
| WELLS FARGO & COMPANY/MN | Reduced | -101.1k |
| 12th Street Asset Management Company, LLC | Reduced | -96.2k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $358.9k6.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $309.2k5.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $27.6k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +7.5 pts · filed 2026-08-06 | 14.8% |
| FMR LLC 13G · institution +4.1 pts · filed 2026-05-06 | 14.8% |
| SunTx Capital II Management Corp. 13G · exempt (held before listing) +2.2 pts · filed 2025-11-14 | 13.8% |
| Conestoga Capital Advisors, LLC 13G · institution filed 2025-01-10 | 7.9% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (4.7%, 2025-11-13)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 3 | $1.7m | — |
| Q4 2022 | 0 | — | 1 | $3.1m | — |
| Q1 2023 | 0 | — | 1 | $7.9k | — |
| Q2 2023 | 0 | — | 3 | $935.7k | — |
| Q3 2023 | 0 | — | 1 | $1.8m | — |
| Q4 2023 | 0 | — | 3 | $10.3m | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 4 | $454.9k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-18 | Shaffer Stefan L Director | Sold | $146.0k2.5k shares |
| 2024-06-14 | Flowers Robert P. Senior Vice President | Sold | $85.3k1.5k shares |
| 2024-05-20 | Skelly Noreen E Director · By Skelly Revocable Trust | Sold | $141.0k2.5k shares |
| 2024-05-20 | Andrews Todd Keith Chief Accounting Officer | Sold | $82.5k1.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Conestoga Capital Advisors, LLC 3.42% of their portfolio | 4.1m $228.3m | Added +120.2k |
| BlackRock Inc. 0.00% of their portfolio | 3.6m $198.8m | Reduced -31.0k |
| GENEVA CAPITAL MANAGEMENT LLC 3.34% of their portfolio | 3.3m $183.6m | Reduced -82.9k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.37% of their portfolio | 2.7m $149.9m | Reduced -956.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.4m $132.6m | Reduced -12.8k |
| WASATCH ADVISORS LP 0.56% of their portfolio | 1.9m $104.6m | Added +201.7k |
| FMR LLC 0.01% of their portfolio | 1.8m $99.3m | Added +418.4k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.7m $96.2m | Added +861.8k |
| MACQUARIE GROUP LTD 0.10% of their portfolio | 1.5m $83.7m | Added +262.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $70.5m | Added +314.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.0m $56.6m | Added +41.8k |
| STATE STREET CORP 0.00% of their portfolio | 978.7k $54.0m | Added +42.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 972.4k $53.7m | Added +24.8k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 949.1k $52.4m | Added +70.1k |
| Invesco Ltd. 0.01% of their portfolio | 917.6k $50.7m | Reduced -583.8k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 798.6k $44.1m | Added +164.7k |
| LOOMIS SAYLES & CO L P 0.06% of their portfolio | 764.4k $42.2m | Added +51.6k |
| Driehaus Capital Management LLC 0.30% of their portfolio | 569.4k $31.4m | Added +137.6k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 529.6k $29.2m | Added +1.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% of their portfolio | 527.0k $29.1m | First filing |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 487.7k $26.9m | Reduced -131.5k |
| Hood River Capital Management LLC 0.54% of their portfolio | 476.0k $26.3m | Added +66.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 471.7k $26.0m | Added +11.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 452.0k $25.0m | Reduced -16.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 449.2k $24.8m | Added +282 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 409.2k $22.6m | Reduced -35.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 388.6k $21.5m | Reduced -11.9k |
| Clearbridge Investments, LLC 0.02% of their portfolio | 368.8k $20.4m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 361.1k $19.9m | Added +45.4k |
| TimesSquare Capital Management, LLC 0.29% of their portfolio | 335.9k $18.5m | Reduced -17.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 334.1k $18.4m | Reduced -86.8k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 330.6k $18.3m | Reduced -16.1k |
| CI INVESTMENTS INC. 0.07% of their portfolio | 322.4k $17.8m | Reduced -48.0k |
| COMERICA BANK 0.07% of their portfolio | 317.7k $17.5m | Added +7.4k |
| Catawba River Capital 10.44% of their portfolio | 312.5k $17.3m | Reduced -114.0k |
| Summit Creek Advisors LLC 2.30% of their portfolio | 304.6k $16.8m | Reduced -58.2k |
| Tyro Capital Management LLC 7.49% of their portfolio | 299.2k $16.5m | Added +13.6k |
| MORGAN STANLEY 0.00% of their portfolio | 294.8k $16.3m | Reduced -839.6k |
| ROYCE & ASSOCIATES LP 0.15% of their portfolio | 283.1k $15.6m | Reduced -63.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 277.4k $15.3m | Reduced -101.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 247.8k $13.7m | Reduced -116.8k |
| Security National Bank 1.79% of their portfolio | 223.6k $12.3m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 194.6k $10.7m | Reduced -5.9k |
| Penn Capital Management Company, LLC 0.96% of their portfolio | 182.4k $10.1m | Reduced -20.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 172.4k $9.5m | Reduced -15.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 144.5k $8.0m | Reduced -9.9k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 140.3k $7.7m | Reduced -8.7k |
| NICHOLAS COMPANY, INC. 0.13% of their portfolio | 137.7k $7.6m | Reduced -20.8k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.46% of their portfolio | 137.5k $7.6m | Reduced -13.5k |
| 12th Street Asset Management Company, LLC 1.31% of their portfolio | 129.8k $7.2m | Reduced -96.2k |
| Moody Aldrich Partners LLC 1.24% of their portfolio | 115.1k $6.4m | Reduced -7.7k |
| SCOUT INVESTMENTS, INC. 0.17% of their portfolio | 111.8k $6.2m | New |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 104.6k $5.8m | Reduced -21.4k |
| Engle Capital Management, L.P. 1.94% of their portfolio | 104.0k $5.7m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 98.9k $5.5m | Reduced -57.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 98.2k $5.4m | Added +29.9k |
| Global IMC LLC 1.15% of their portfolio | 92.5k $5.1m | Added +4 |
| OAK RIDGE INVESTMENTS LLC 0.48% of their portfolio | 90.4k $5.0m | Reduced -32.4k |
| Swiss National Bank 0.00% of their portfolio | 86.2k $4.8m | Unchanged |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 84.5k $4.7m | Added +21.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 84.0k $4.6m | Reduced -2.9k |
| Pembroke Management, LTD 0.59% of their portfolio | 79.9k $4.4m | Reduced -47.1k |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.67% of their portfolio | 79.4k $4.4m | Added +1.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 77.0k $4.3m | Added +38.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 76.3k $4.2m | Added +37.6k |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 74.9k $4.1m | Reduced -3.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 74.0k $4.1m | Added +10.0k |
| Advisors Asset Management, Inc. 0.08% of their portfolio | 73.1k $4.0m | Added +2.9k |
| Lisanti Capital Growth, LLC 0.88% of their portfolio | 66.1k $3.6m | Reduced -1.0k |
| Informed Momentum Co LLC 0.58% of their portfolio | 65.1k $3.6m | Reduced -415 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 63.7k $3.5m | Reduced -8.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 61.4k $3.4m | Added +3.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 57.6k $3.2m | Added +42.8k |
| Pathstone Holdings, LLC 0.01% of their portfolio | 57.1k $3.2m | Reduced -1.2k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 54.2k $3.0m | Added +40.7k |
| BARCLAYS PLC 0.00% of their portfolio | 48.4k $2.7m | Reduced -8.7k |
| EFG Asset Management (North America) Corp. 0.45% of their portfolio | 47.6k $2.6m | Added +5.5k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 43.3k $2.4m | Added +7.8k |
| Squarepoint Ops LLC 0.01% of their portfolio | 43.3k $2.4m | Reduced -6.6k |
| Legal & General Group Plc 0.00% of their portfolio | 42.9k $2.4m | Reduced -2.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 42.7k $2.4m | Reduced -922 |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 42.1k $2.3m | New |
| Alberta Investment Management Corp 0.02% of their portfolio | 41.6k $2.3m | Added +13.5k |
| DAVENPORT & Co LLC 0.01% of their portfolio | 39.2k $2.2m | Reduced -7.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 38.6k $2.1m | Reduced -1.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 38.6k $2.1m | Reduced -53.9k |
| AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio | 35.0k $1.9m | New |
| UBS Group AG 0.00% of their portfolio | 32.7k $1.8m | Reduced -32.0k |
| GLENMEDE TRUST CO NA 0.01% of their portfolio | 31.6k $1.7m | Added +780 |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 31.4k $1.7m | Added +787 |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 31.3k $1.7m | Reduced -9.4k |
| REGIONS FINANCIAL CORP 0.01% of their portfolio | 30.3k $1.7m | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 29.7k $1.6m | Reduced -7.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 29.2k $1.6m | Added +1.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 29.0k $1.6m | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 28.6k $1.6m | Reduced -39.9k |
| Corient Private Wealth LP 0.00% of their portfolio | 28.0k $1.5m | Reduced -9.3k |
| LPL Financial LLC 0.00% of their portfolio | 26.4k $1.5m | Reduced -8.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 26.1k $1.4m | Reduced -154 |
| POLEN CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 25.6k $1.4m | New |