SLNDNYSEHeavy Construction Other Than Bldg Const - ContractorsFiscal year ends December 31Also trades as SLND.WT
Southland Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$0.77+0.03 (+4.07%)
Close on Oct 19, 2026
- Market cap
- $41.78M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
7M
Shares held, 13F filers
Institutional holders
60
12 new, 22 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $42.89K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Rudolph "Rudy" V. Renda | 9,212,257 | 17.10% | 13D (active) amendment | Dec 27, 2024 |
| Frankie "Frank" S. Renda | 27,811,703 | 51.60% | 13D (active) amendment | Dec 27, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SLND | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Gendell Jeffrey L | 2,322,648 | – | $1.54M | +42,391 | 0.01% |
| Palogic Value Management, L.P. | 682,151 | – | $498.90K | +290 | 0.16% |
| Raymond James Financial Inc | 681,730 | – | $452.46K | – | 0.00% |
| Vanguard Capital Management LLC | 569,307 | – | $378.02K | – | 0.00% |
| Verus Capital Partners, LLC | 335,161 | – | $222.46K | −146,906 | 0.01% |
| Advisory Services Network, LLC | 242,770 | – | $161.13K | −2,600 | 0.00% |
| Gsa Capital Partners Llp | 226,610 | – | $150 | +53,220 | 0.01% |
| Focus Partners Wealth | 184,658 | – | $122.56K | +331 | 0.00% |
| Aqr Capital Management LLC | 179,451 | – | $119.10K | +106,947 | 0.00% |
| Jane Street Group, LLC | 153,562 | – | $101.92K | New | 0.00% |
| Geode Capital Management, LLC | 136,953 | – | $90.91K | −203,832 | 0.00% |
| National Bank Of Canada /Fi/ | 120,000 | – | $79.68K | – | 0.00% |
| Goldman Sachs Group Inc | 108,305 | – | $71.88K | +43,500 | 0.00% |
| Bridgeway Capital Management, LLC | 97,100 | – | $64.45K | – | 0.00% |
| Tyche Wealth Partners LLC | 80,598 | – | $53.49K | −10,000 | 0.01% |
| Millennium Management LLC | 74,680 | – | $49.57K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 72,732 | – | $48.29K | −4,906 | 0.00% |
| Charles Schwab Investment Management Inc | 70,907 | – | $47.06K | −32,395 | 0.00% |
| BlackRock, Inc. | 68,836 | – | $45.69K | −396,178 | 0.00% |
| XTX Topco Ltd | 60,409 | – | $40.09K | +29,284 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | 7M | 12 / 21 | 16 / 22 | 1M | 1M |
| Q1 2026 | 71 | 8M | 17 / 25 | 17 / 11 | 2M | 1M |
| Q4 2025 | 66 | 8M | 7 / 22 | 23 / 6 | 2M | 1M |
| Q3 2025 | 65 | 7M | 10 / 23 | 17 / 5 | 2M | 1M |
| Q2 2025 | 60 | 5M | 14 / 18 | 17 / 10 | 1M | 1M |
| Q1 2025 | 56 | 5M | 9 / 21 | 15 / 3 | 1M | 0M |
| Q4 2024 | 51 | 5M | 10 / 23 | 7 / 8 | 2M | 1M |
| Q3 2024 | 50 | 5M | 12 / 20 | 8 / 3 | 2M | 0M |
| Q2 2024 | 43 | 3M | 11 / 19 | 6 / 3 | 2M | 0M |
| Q1 2024 | 35 | 1M | 4 / 12 | 14 / 1 | 0M | 0M |
| Q4 2023 | 32 | 1M | 4 / 17 | 6 / 5 | 0M | 0M |
| Q3 2023 | 33 | 1M | 4 / 13 | 13 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SLND | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 306,415 | – | $203.37K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 156,832 | – | $104.09K | 0.00% | Jun 30, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 106,060 | – | $70.39K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 99,850 | – | $121.82K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 88,000 | – | $58.41K | 0.04% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 70,564 | – | $86.09K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 64,181 | – | $78.30K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 57,285 | – | $38.02K | 0.00% | Jun 30, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 56,697 | – | $37.63K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 21,773 | – | $26.56K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 21,630 | – | $26.39K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Value Index Fund | 9,888 | – | $12.06K | 0.00% | May 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 6,766 | – | $4.49K | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,760 | – | $3.16K | 0.00% | Jun 30, 2026 |
| Small Cap Index Fund | 4,325 | – | $5.28K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Frankie S. Renda | PRESIDENT AND CEO, Director, 10% owner | 27,978,737 | Aug 18, 2026 |
| Rudolph V. Renda | CO-COO AND EVP, Director, 10% owner | 9,269,825 | Aug 18, 2026 |
| Walter Timothy Winn | CO-COO AND EVP, Director | 3,668,815 | Aug 18, 2026 |
| Keith Bassano | CFO AND TREASURER | 54,281 | Aug 18, 2026 |
| Cody Gallarda | CFO, EVP AND TREASURER | 112,334 | Feb 18, 2025 |
| Gregory R. Monahan | Director | 664,761 | Aug 18, 2026 |
| Mario Enrique Ramirez | Director | 51,687 | Aug 18, 2026 |
| Nathaniel Willis Parker IV | Director | 22,957 | Aug 18, 2026 |
| Izilda P. Martins | Director | 50,087 | Aug 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Keith Bassano CFO AND TREASURER | Aug 15, 2026 | Option exercise | +10,064 | – | – | 54,281 |
| Mario Enrique Ramirez Director | Aug 14, 2026 | Award | +15,000 | – | – | 51,687 |
| Gregory R. Monahan Director | Aug 14, 2026 | Award | +15,000 | – | – | 664,761 |
| Nathaniel Willis Parker IV Director | Aug 14, 2026 | Award | +15,000 | – | – | 22,957 |
| Izilda P. Martins Director | Aug 14, 2026 | Award | +15,000 | – | – | 50,087 |
| Rudolph V. Renda CO-COO AND EVP, Director, 10% owner | Jun 25, 2026 | Option exercise | +15,706 | – | – | 6,150,566 |
| Walter Timothy Winn CO-COO AND EVP, Director | Jun 25, 2026 | Option exercise | +15,706 | – | – | 1,992,952 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Jun 25, 2026 | Option exercise | +55,433 | – | – | 15,134,788 |
| Walter Timothy Winn CO-COO AND EVP, Director | Jun 13, 2026 | Option exercise | +26,525 | – | – | 1,977,246 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Jun 13, 2026 | Option exercise | +57,471 | – | – | 15,079,355 |
| Rudolph V. Renda CO-COO AND EVP, Director, 10% owner | Jun 13, 2026 | Option exercise | +26,525 | – | – | 6,134,860 |
| Keith Bassano CFO AND TREASURER | Jun 13, 2026 | Option exercise | +19,009 | – | – | 44,217 |
| Keith Bassano CFO AND TREASURER | Apr 7, 2026 | Award | +20,662 | – | – | 25,208 |
| Walter Timothy Winn CO-COO AND EVP, Director | Mar 31, 2026 | Buy | +29,177 | $1.47 | $42.89K | 1,950,721 |
| Keith Bassano CFO AND TREASURER | Mar 23, 2026 | Option exercise | +4,546 | – | – | 4,546 |
| Walter Timothy Winn CO-COO AND EVP, Director | Jun 25, 2025 | Tax withholding | −369 | $3.80 | $1.40K | 1,921,544 |
| Walter Timothy Winn CO-COO AND EVP, Director | Jun 25, 2025 | Option exercise | +15,706 | – | – | 1,921,913 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Jun 25, 2025 | Option exercise | +55,432 | – | – | 15,023,186 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Jun 25, 2025 | Tax withholding | −1,302 | $3.80 | $4.95K | 15,021,884 |
| Rudolph V. Renda CO-COO AND EVP, Director, 10% owner | Jun 25, 2025 | Tax withholding | −369 | $3.80 | $1.40K | 6,108,335 |
| Rudolph V. Renda CO-COO AND EVP, Director, 10% owner | Jun 25, 2025 | Option exercise | +15,706 | – | – | 6,108,704 |
| Nathaniel Willis Parker IV Director | Jun 25, 2025 | Award | +7,957 | – | – | 7,957 |
| Gregory R. Monahan Director | Jun 13, 2025 | Award | +7,957 | – | – | 649,761 |
| Mario Enrique Ramirez Director | Jun 13, 2025 | Award | +7,957 | – | – | 36,687 |
| Izilda P. Martins Director | Jun 13, 2025 | Award | +7,957 | – | – | 35,087 |
| Cody Gallarda CFO, EVP AND TREASURER | Feb 14, 2025 | Tax withholding | −36,009 | $3.09 | $111.27K | 112,334 |
| Cody Gallarda CFO, EVP AND TREASURER | Feb 14, 2025 | Option exercise | +86,667 | – | – | 148,343 |
| Walter Timothy Winn CO-COO AND EVP, Director, 10% owner | Dec 27, 2024 | Award | +219,002 | $3.43 | $751.18K | 1,906,207 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Dec 27, 2024 | Award | +3,396,233 | $3.43 | $11.65M | 14,967,754 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Dec 27, 2024 | Award | +2,215,664 | $3.43 | $7.60M | 6,092,998 |
| Mario Enrique Ramirez Director | Jun 25, 2024 | Award | +19,956 | – | – | 28,730 |
| Michael Kyle Burtnett Director | Jun 25, 2024 | Award | +19,956 | – | – | 27,130 |
| Izilda P. Martins Director | Jun 25, 2024 | Award | +19,956 | – | – | 27,130 |
| Gregory R. Monahan Director | Jun 25, 2024 | Award | +19,956 | – | – | 641,804 |
| Walter Timothy Winn CO-COO AND EVP, Director | Jun 3, 2024 | Other | −1,675,863 | – | – | 1,921,544 |
| Walter Timothy Winn CO-COO AND EVP, Director, 10% owner | Mar 25, 2024 | Award | +15,767 | – | – | 1,687,575 |
| Walter Timothy Winn CO-COO AND EVP, Director, 10% owner | Mar 25, 2024 | Tax withholding | −370 | $5.15 | $1.91K | 1,687,205 |
| Cody Gallarda CFO, EVP AND TREASURER | Mar 25, 2024 | Tax withholding | −5,024 | $5.15 | $25.87K | 61,676 |
| Cody Gallarda CFO, EVP AND TREASURER | Mar 25, 2024 | Award | +13,823 | – | – | 66,700 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Mar 25, 2024 | Award | +15,767 | – | – | 3,877,704 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Mar 25, 2024 | Tax withholding | −370 | $5.15 | $1.91K | 3,877,334 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Mar 25, 2024 | Tax withholding | −700 | $5.15 | $3.61K | 11,571,521 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Mar 25, 2024 | Award | +29,806 | – | – | 11,572,221 |
| Cody Gallarda CFO, EVP AND TREASURER | Feb 14, 2024 | Tax withholding | −34,789 | $4.92 | $171.16K | 52,877 |
| Cody Gallarda CFO, EVP AND TREASURER | Feb 14, 2024 | Option exercise | +86,666 | – | – | 87,666 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Dec 29, 2023 | Buy | +4,460 | $5.23 | $23.33K | 11,542,415 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Dec 28, 2023 | Buy | +416 | $5.14 | $2.14K | 1,560,155 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Dec 28, 2023 | Buy | +416 | $5.14 | $2.14K | 69,446 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Dec 28, 2023 | Buy | +3,668 | $5.14 | $18.85K | 11,537,955 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Dec 26, 2023 | Buy | +2,230 | $5.20 | $11.60K | 1,559,739 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Dec 26, 2023 | Buy | +2,229 | $5.20 | $11.59K | 69,030 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Dec 26, 2023 | Buy | +4,459 | $5.20 | $23.19K | 11,534,287 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Dec 22, 2023 | Buy | +6,777 | $5.19 | $35.17K | 11,529,828 |
| Mario Enrique Ramirez Director | Dec 21, 2023 | Buy | +1,000 | $5.13 | $5.13K | 8,774 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Dec 21, 2023 | Buy | +1,382 | $5.06 | $6.99K | 1,557,509 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Dec 21, 2023 | Buy | +1,381 | $5.06 | $6.99K | 66,801 |
| Frankie S. Renda PRESIDENT AND CEO, Director, 10% owner | Dec 21, 2023 | Buy | +3,388 | $5.06 | $17.14K | 11,523,051 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Dec 20, 2023 | Buy | +3,388 | $4.96 | $16.80K | 65,420 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Dec 20, 2023 | Buy | +3,389 | $4.96 | $16.81K | 1,556,127 |
| Rudolph V. Renda CO-COO AND EVP, 10% owner | Dec 19, 2023 | Buy | +478 | $4.98 | $2.38K | 1,552,738 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.