Construction Partners, Inc. (ROAD): A Bull Case Theory
We came across a bullish thesis on Construction Partners, Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on ROAD.
Construction Partners Inc. (ROAD)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Driehaus Capital Richard Driehaus | 693,594 | $75,289,629 | -23% | 0.51% |
| 2. | Schonfeld Strategic Advisors Ryan Tolkin (Cio) | 351,259 | $38,129,162 | +150% | 0.17% |
| 3. | Millennium Management Israel Englander | 220,312 | $23,914,868 | +1718% | 0.01% |
| 4. | Royce & Associates Chuck Royce | 197,454 | $21,433,632 | -6% | 0.22% |
| 5. | Engle Capital Jeffrey Hoffner | 185,000 | $20,081,750 | +52% | 7.75% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $73.83 | 3,333 | $246,075.39 | 9,333 | 2025-04-14 | Filing | |
| $73.83 | 6,000 | $442,980.00 | 6,000 | 2025-04-14 | Filing | |
| $73.83 | 3,333 | $246,075.39 | 9,333 | 2025-04-14 | Filing | |
| $73.83 | 6,000 | $442,980.00 | 6,000 | 2025-04-14 | Filing | |
| $22.44 | 500 | $11,217.80 | 1,000 | 2022-01-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $73.83 | 3,333 | $246,075.39 | 46,601 | 2025-04-14 | Filing | |
| $73.83 | 6,000 | $442,980.00 | 159,389 | 2025-04-14 | Filing | |
| $91.84 | 5,489 | $504,109.76 | 17,394 | 2024-12-20 | Filing | |
| $95.86 | 2,511 | $240,704.46 | 19,339 | 2024-12-16 | Filing | |
| $94.88 | 1,249 | $118,505.12 | 154,856 | 2024-12-13 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,952 | $328,026 | 0.02% | |
| 2. | 2,260 | $251,131 | 0.06% | |
| 3. | 2,097 | $233,019 | 0.26% | |
| 4. | 537 | $59,671 | 0.01% | |
| 5. | 290 | $32,225 | 0.02% |
News See All
Construction Partners (ROAD) Slid as EPS Missed Analyst Estimates
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. As many believe, US equities experienced solid returns in 2025, with double-digit gains across...
Construction Partners, Inc. (NASDAQ:ROAD) Q1 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the Construction Partners First Quarter Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Construction Partners, Inc. (NASDAQ:ROAD) Q4 2025 Earnings Call Transcript
Construction Partners, Inc. (NASDAQ:ROAD) Q4 2025 Earnings Call Transcript November 20, 2025Construction Partners, Inc. misses on earnings expectations.
Do You Believe in Construction Partners’ (ROAD) Improved Long-Term Growth Prospects?
Conestoga Capital Advisors, an asset management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Analyst Highlights 'Off-The-Beaten Path' AI Stock to Benefit from Data Center Boom
Kathryn Thompson, CEO of Thompson Research Group, said in a recent program on CNBC that Construction Partners Inc (NASDAQ:ROAD) is among the top under-the-radar AI stocks as the company will benefit...
10 Stocks to Watch as Top Analyst Predicts AI Surge Will Continue Despite Bubble Worries
An increasing number of Wall Street analysts say the AI-fueled rally could continue, even as worries about high valuations and a possible bubble persist.
Here’s What Accelerated Construction Partners' (ROAD) Revenue Growth
Loomis Sayles, an investment management company, released its “Small Cap Growth Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here.
Varied Growth Drivers Lifted Construction Partners (ROAD) in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2025 investor letter.
Construction Partners, Inc. (NASDAQ:ROAD) Q3 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Construction Partners Third Quarter Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Hedge Fund Resource Center