Stephen Mandel's Lone Pine Capital opened a new position in Sterling Infrastructure, Inc (STRL) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 610K shares worth about $511.7M at June 30, 2026, 3.13% of the reported portfolio. STRL enters the book as the 19th largest of 34 stock positions.
What did the 2026 Q2 filing report for STRL?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 610K |
| Reported value | $511.7M |
| Portfolio weight | 3.13% |
| Rank in portfolio | 19th of 34 |
How big is the new STRL position?
Stephen Mandel opened 13 stock positions in 2026 Q2; STRL is the 7th largest of them by weight. An average stock position in the Stephen Mandel portfolio is 3% of the reported value, so the new name starts at about the fund's typical size.
Where does STRL sit in the Stephen Mandel portfolio?
STRL ranks 19th of 34 stock positions in the Stephen Mandel portfolio at 3.13%, about the fund's average stock position of 3%. The STRL purchase was the 16th largest of the quarter's 49 position changes by percent change to portfolio. The largest stock position is NBIS at 7.19%. Next come ASML at 6.92% and STX at 5.9%. The three largest stocks together are 20.01% of the book. Across the 2026 Q2 portfolio, Stephen Mandel reported 34 stock positions, with 13 opened and 15 closed. The total portfolio value is about $16.4B, up 30% from the prior quarter.
Has Stephen Mandel held STRL before?
Stephen Mandel has not reported STRL before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many STRL shares does Stephen Mandel hold?
Stephen Mandel holds 610K shares of STRL as of June 30, 2026, worth about $511.7M.
What is STRL's weight in the Stephen Mandel portfolio?
STRL is 3.13% of the Stephen Mandel portfolio and ranks 19th of 34 stocks by weight.
Has Stephen Mandel owned STRL before?
No. Stephen Mandel has not reported STRL before in the filings we track, which start with the quarter ended June 30, 2013.