13FPulse
EC

ECG EVERUS CONSTRUCTION GROUP

2026Q2 · CUSIP 300426103 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
525
Institutions that reported holding it to the SEC
Net increase in holders
+38
Last quarter 487 → now 525
How unusual is that
Top 10%
Stronger buying than 92% of US stocks
What the filings say, in one paragraph

525 funds held ECG at the end of 2026Q2, up 38 from the quarter before. That is stronger buying than 92.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.3B(YoY +30.5%), the P/E is 22.6x, return on equity is 32.9%. ECG has had 5 buying rushes in its history, and the price moved +52.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2025Q1: holders=316 2025Q2: holders=349 2025Q3: holders=401 2025Q4: holders=456 2026Q1: holders=487 2026Q2: holders=525 -55 -27.5 +0 +27.5 +55 284418552 25Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2026Q1 Top 10%
2025Q4 Top 10% +42.3%
2025Q3 Top 5% +20.1% +70.9%
2025Q2 Top 10% +18.4% +34.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
211
Change in large funds
+22
Total value they hold
$7.1B
Funds buying for the first time
103
Funds that sold out entirely
65
Price change that quarter
-24.1%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
22.6
EPS (TTM)
$4.98
EPS YoY
+53.2%
Revenue (TTM)
$4.3B
Revenue YoY
+30.5%
Net margin
6.0%
ROE
32.9%
Debt ratio
62.4%
FCF (TTM)
$250M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2023-09-30: EPS 0.71 2024-03-31: EPS 0.55 2024-06-30: EPS 0.76 2024-09-30: EPS 0.82 2024-12-31: EPS 0.68 2025-03-31: EPS 0.72 2025-06-30: EPS 1.03 2025-09-30: EPS 1.11 2025-12-31: EPS 1.09 2026-03-31: EPS 1.14 2026-06-30: EPS 1.64 0B 0.6B 1.2B $B 0.00 0.90 1.80 202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 26 15 27 38 202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-25M51M128M 202420252026
Latest quarter $128M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.