MYR GROUP INC/DELAWARE - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$2.07B	-	270	-
2024-09-30	$1.51B	-27.0%	267	-1.1%
2024-12-31	$2.26B	+50.1%	240	-10.1%

Institution	Value	Shares	% of Portfolio
1060 CAPITAL, LLC	$8.2M	55K	16.2%
FACT CAPITAL, LP	$10.9M	73K	4.6%
ACK ASSET MANAGEMENT LLC	$29.8M	200K	4.0%
SOUTHPORT MANAGEMENT, L.L.C.	$0.9M	6K	3.2%
THIRD AVENUE MANAGEMENT LLC	$10.8M	72K	2.1%
FORGE FIRST ASSET MANAGEMENT INC.	$5.7M	37K	2.0%
NEXT CENTURY GROWTH INVESTORS LLC	$22.6M	151K	1.7%
TOWNSEND & ASSOCIATES, INC	$16.4M	106K	1.7%
NEUMEIER POMA INVESTMENT COUNSEL LLC	$17.2M	115K	1.7%
HAWK RIDGE CAPITAL MANAGEMENT LP	$34.1M	229K	1.6%
IRONWOOD INVESTMENT MANAGEMENT LLC	$2.8M	18K	1.4%
GOODLANDER INVESTMENT MANAGEMENT, LLC	$1.5M	10K	1.1%
TETON ADVISORS, INC.	$1.0M	7K	0.5%
TRILLIUM ASSET MANAGEMENT, LLC	$18.3M	123K	0.5%
PORTOLAN CAPITAL MANAGEMENT, LLC	$5.7M	38K	0.4%
PDT PARTNERS, LLC	$3.9M	26K	0.4%
NEEDHAM INVESTMENT MANAGEMENT LLC	$4.5M	30K	0.3%
PEREGRINE CAPITAL MANAGEMENT LLC	$9.9M	66K	0.3%
BRYCE POINT CAPITAL, LLC	$1.0M	6K	0.3%
GRANITE INVESTMENT PARTNERS, LLC	$6.5M	43K	0.3%
THORNBURG INVESTMENT MANAGEMENT INC	$20.3M	136K	0.3%
TIMESSQUARE CAPITAL MANAGEMENT, LLC	$17.8M	119K	0.3%
BRIDGE CITY CAPITAL, LLC	$0.7M	4K	0.2%
JACOBS LEVY EQUITY MANAGEMENT, INC	$41.1M	276K	0.2%
KEELEY-TETON ADVISORS, LLC	$1.1M	7K	0.1%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
ATRO	US	ASTRONICS CORP	0.014	2	142
LMB	US	LIMBACH HOLDINGS INC	0.012	2	171
SIMO	US	SILICON MOTION TECHNOL-ADR	0.011	2	187
DY	US	DYCOM INDUSTRIES INC	0.010	3	298
MGRC	US	MCGRATH RENTCORP	0.010	2	209
ALG	US	ALAMO GROUP INC	0.009	2	234
BBIO	US	BRIDGEBIO PHARMA INC	0.008	2	236
SHOO	US	STEVEN MADDEN LTD	0.008	2	254
ICFI	US	ICF INTERNATIONAL INC	0.007	2	279
PEGA	US	PEGASYSTEMS INC	0.007	2	282
MTZ	US	MASTEC INC	0.007	3	448
UMBF	US	UMB FINANCIAL CORP	0.007	2	304
GVA	US	GRANITE CONSTRUCTION INC	0.006	2	308
PRIM	US	PRIMORIS SERVICES CORP	0.006	2	310
FRPT	US	FRESHPET INC	0.006	2	350
EXLS	US	EXLSERVICE HOLDINGS INC	0.006	2	354
PNFP	US	PINNACLE FINANCIAL PARTNERS	0.005	2	378
CRS	US	CARPENTER TECHNOLOGY	0.005	2	389
ONON	US	ON HOLDING AG-CLASS A	0.005	2	397
WWD	US	WOODWARD INC	0.005	2	401
ELF	US	ELF BEAUTY INC	0.005	2	441
NTR	US	NUTRIEN LTD	0.004	2	484
COHR	US	COHERENT CORP	0.004	2	521
SHV	US	ISHARES SHORT TREASURY BOND	0.004	2	522
EXE	US	EXPAND ENERGY CORP	0.004	2	532