This is a routine passive disclosure by a Vanguard affiliate, consistent with index fund rebalancing. Monitor for any future 13D conversion or additional accumulation above 10%, but no near-term catalyst is indicated.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC disclosed a 5.51% passive stake in Construction Partners, Inc. as of September 30, 2026, holding 2,657,800 shares. This is a new Schedule 13G filing by a separate Vanguard entity, indicating continued index-fund driven accumulation in the company.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC filed a new Schedule 13G disclosing beneficial ownership of 2,657,800 shares of Construction Partners, Inc. common stock.
- The stake represents 5.51% of shares outstanding as of September 30, 2026.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
- This filing is separate from a prior Vanguard Capital Management LLC 13G filed on the same date (5.27% stake) and a prior Vanguard Group Inc. 13G/A filed March 26, 2026.
- The filer is an investment adviser (Item 3 classification IA).
Financial Impact
2,657,800 shares, 5.51% of outstanding shares, valued at approximately $264 million based on $4.8B market cap.
Risk Factors
- No material risks identified from this passive filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100121-26-001052 |
| Document: 0002100121-26-001052-index.html | 0002100121-26-001052 |
| Document: 0002100121-26-001052.txt | 0002100121-26-001052 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $90.20 | awaiting T+5 | awaiting T+5 | $89.80 (−0.44%) |
Oct 30, 2026 2d ago | SC 13G | $91.12 | awaiting T+5 | awaiting T+5 | $89.80 (−1.44%) |
Oct 19, 2026 13d ago | 8-K | $84.38 $84.10 | ▼ −0.33% | ▼ −0.41% | $89.80 (+6.42%) |
Oct 5, 2026 27d ago | 8-K | $90.50 $86.18 | ▼ −4.77% | ▼ −5.20% | $89.80 (−0.77%) |
Sep 21, 2026 5w ago | 8-K | $96.71 $91.90 | ▼ −4.97% | ▼ −3.79% | $89.80 (−7.15%) |
Aug 31, 2026 8w ago | 8-K | $106.20 $104.78 | ▼ −1.34% | ▼ −1.20% | $89.80 (−15.44%) |
Aug 10, 2026 11w ago | 8-K | $120.79 $113.54 | ▼ −6.00% | ▼ −5.60% | $89.80 (−25.66%) |
Aug 7, 2026 12w ago | 8-K | $119.74 $121.55 | ▲ +1.51% | ▲ +1.11% | $89.80 (−25.00%) |
Jun 8, 2026 20w ago | 8-K | $106.37 $120.28 | ▲ +13.08% | ▲ +10.97% | $89.80 (−15.58%) |
May 8, 2026 25w ago | 8-K | $140.48 $124.84 | ▼ −11.13% | ▼ −12.60% | $89.80 (−36.08%) |
US Market Status
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