Tyro Capital Management LLC: CONSTRUCTION PARTNERS INC (ROAD): Quarterly 13F Position History
As of Q1 2026, Tyro Capital Management LLC reported 175,896 shares of CONSTRUCTION PARTNERS INC (ROAD), worth $19.5M and representing 4.9% of its 13F equity book. Quarter-over-quarter share count change: + 10,956 (+6.6%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 175,896Shares Held (Latest Filing)
- $19.5MReported Market Value (Latest Filing)
- 4.9%Portfolio Weight (% of 13F Equity Book)
- +10,956Quarter-over-Quarter Share Change
- +$1.6MQuarter-over-Quarter Value Change
- 299,200Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 175,896 | +10,956 | +6.6% | $19.5M | 4.9% | $111.1 |
| Q4 2025 | 164,940 | +452 | +0.3% | $17.9M | 5.3% | $108.5 |
| Q3 2025 | 164,488 | +10,465 | +6.8% | $20.9M | 7.8% | $127.0 |
| Q2 2025 | 154,023 | 104,308 | -40.4% | $16.4M | 6.4% | $106.3 |
| Q1 2025 | 258,331 | +16,022 | +6.6% | $18.6M | 6.9% | $71.9 |
| Q4 2024 | 242,309 | +40,608 | +20.1% | $21.4M | 9.2% | $88.5 |
| Q3 2024 | 201,701 | 97,499 | -32.6% | $14.1M | 7.2% | $69.8 |
| Q2 2024 | 299,200 | +13,628 | +4.8% | $16.5M | 7.5% | $55.2 |
| Q1 2024 | 285,572 | +419 | +0.1% | $16.0M | 9.3% | $56.1 |
| Q4 2023 | 285,153 | — | — | $12.4M | 8.7% | $43.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Tyro Capital Management LLC first disclose a ROAD position in 13F-HR filings?
Tyro Capital Management LLC first reported CONSTRUCTION PARTNERS INC (ROAD) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Tyro Capital Management LLC's most recent quarter-over-quarter share-count change in ROAD?
Between Q4 2025 and Q1 2026, Tyro Capital Management LLC added 10,956 shares of ROAD (+6.6%), bringing the total reported position to 175,896 shares at a market value of $19.5M.
Does the implied price-per-share represent Tyro Capital Management LLC's cost basis in ROAD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.