What Makes Construction Partners (ROAD) a High-Growth Business?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Driehaus Capital Richard Driehaus | 828,846 | $59,569,162 | +11% | 0.57% |
2. | Royce & Associates Chuck Royce | 280,264 | $20,142,574 | +17% | 0.22% |
3. | Tyro Capital Management Dan Mcmurtrie | 258,331 | $18,566,249 | +7% | 6.92% |
4. | Zimmer Partners Stuart J. Zimmer | 140,000 | $10,061,800 | 0.19% | |
5. | Engle Capital Jeffrey Hoffner | 137,000 | $9,846,190 | -10% | 3.56% |
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 | 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 |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 3,674,165 | $264,062,230 | 0.02% | |
2. | 3,666,331 | $263,499,209 | 0% | |
3. | 3,585,694 | $257,703,827 | 0.01% | |
4. | 3,454,391 | $248,267,081 | 3.74% | |
5. | 2,592,079 | $186,292,718 | 0.46% |