Chuck Royce's ACA Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.3M shares of Arcosa, Inc. (ACA) worth $118.74 M, representing 1.18% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in ACA, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 291.4K shares. Largest reduction occurred in Q3 2022, reducing 213.9K shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Arcosa (ACA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arcosa (ACA) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +1.09 M | New Buy | 1.09 M | $27.69 |
| Q1 2019 | +39,989 | Add 3.67% | 1.13 M | $30.55 |
| Q2 2019 | -45,203 | Reduce 4.00% | 1.09 M | $37.63 |
| Q3 2019 | +78,190 | Add 7.21% | 1.16 M | $34.21 |
| Q4 2019 | -63,993 | Reduce 5.50% | 1.1 M | $44.55 |
| Q1 2020 | -55,685 | Reduce 5.07% | 1.04 M | $39.74 |
| Q2 2020 | +291,376 | Add 27.92% | 1.33 M | $42.20 |
| Q3 2020 | +268,280 | Add 20.10% | 1.6 M | $44.09 |
| Q4 2020 | -18,524 | Reduce 1.16% | 1.58 M | $54.93 |
| Q1 2021 | +44,398 | Add 2.80% | 1.63 M | $65.09 |
| Q2 2021 | -130,910 | Reduce 8.04% | 1.5 M | $58.74 |
| Q3 2021 | +129,979 | Add 8.68% | 1.63 M | $50.17 |
| Q4 2021 | +169,334 | Add 10.40% | 1.8 M | $52.70 |
| Q1 2022 | +100,732 | Add 5.60% | 1.9 M | $57.25 |
| Q2 2022 | +51,346 | Add 2.70% | 1.95 M | $46.43 |
| Q3 2022 | -213,857 | Reduce 10.97% | 1.74 M | $57.18 |
| Q4 2022 | -204,172 | Reduce 11.76% | 1.53 M | $54.34 |
| Q1 2023 | -58,500 | Reduce 3.82% | 1.47 M | $63.11 |
| Q2 2023 | -48,686 | Reduce 3.31% | 1.42 M | $75.77 |
| Q3 2023 | -21,310 | Reduce 1.50% | 1.4 M | $71.90 |
| Q4 2023 | +56,055 | Add 4.00% | 1.46 M | $82.64 |
| Q1 2024 | -31,824 | Reduce 2.18% | 1.43 M | $85.86 |
| Q2 2024 | +1,643 | Add 0.12% | 1.43 M | $83.41 |
| Q3 2024 | -61,136 | Reduce 4.28% | 1.37 M | $94.76 |
| Q4 2024 | -128,525 | Reduce 9.40% | 1.24 M | $96.74 |
| Q1 2025 | +14,839 | Add 1.20% | 1.25 M | $77.12 |
| Q2 2025 | +8,351 | Add 0.67% | 1.26 M | $86.71 |
| Q3 2025 | +4,652 | Add 0.37% | 1.27 M | $93.71 |
Chuck Royce's Arcosa Investment FAQs
Chuck Royce first purchased Arcosa, Inc. (ACA) in Q4 2018, acquiring 1,090,252 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Arcosa, Inc. (ACA) for 28 quarters since Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to Arcosa, Inc. (ACA) was in Q4 2018, adding 1,090,252 shares worth $30.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 1,267,091 shares of Arcosa, Inc. (ACA), valued at approximately $118.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Arcosa, Inc. (ACA) represents approximately 1.18% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in Arcosa, Inc. (ACA) was 1,949,561 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.