Cliff Asness's ACA Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 14,051 shares of Arcosa, Inc. (ACA) worth $1.49 M, representing 0.00% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in ACA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 18,544 shares. Largest reduction occurred in Q4 2019, reducing 40,622 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Arcosa (ACA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arcosa (ACA) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,868 | Add 25.65% | 14,051 | $106.32 |
| Q3 2025 | +2,568 | Add 29.81% | 11,183 | $93.71 |
| Q2 2025 | +289 | Add 3.47% | 8,615 | $86.71 |
| Q1 2025 | +1,423 | Add 20.61% | 8,326 | $77.12 |
| Q4 2024 | -790 | Reduce 10.27% | 6,903 | $96.74 |
| Q3 2024 | -3,303 | Reduce 30.04% | 7,693 | $94.76 |
| Q2 2024 | +1,381 | Add 14.36% | 10,996 | $83.41 |
| Q1 2024 | +7 | Add 0.07% | 9,615 | $85.86 |
| Q4 2023 | -1,005 | Reduce 9.47% | 9,608 | $82.64 |
| Q3 2023 | +82 | Add 0.78% | 10,613 | $71.90 |
| Q2 2023 | +607 | Add 6.12% | 10,531 | $75.77 |
| Q1 2023 | +389 | Add 4.08% | 9,924 | $63.11 |
| Q4 2022 | +3,419 | Add 55.90% | 9,535 | $54.34 |
| Q3 2022 | +1,110 | Add 22.17% | 6,116 | $57.23 |
| Q2 2022 | -2,455 | Reduce 32.90% | 5,006 | $46.34 |
| Q1 2022 | -1,386 | Reduce 15.67% | 7,461 | $57.23 |
| Q4 2021 | -5,642 | Reduce 38.94% | 8,847 | $52.67 |
| Q3 2021 | -17,211 | Reduce 54.29% | 14,489 | $50.18 |
| Q2 2021 | -644 | Reduce 1.99% | 31,700 | $58.74 |
| Q1 2021 | -4,181 | Reduce 11.45% | 32,344 | $65.08 |
| Q4 2020 | -18,369 | Reduce 33.46% | 36,525 | $54.92 |
| Q3 2020 | +2,449 | Add 4.67% | 54,894 | $44.08 |
| Q2 2020 | +6,241 | Add 13.51% | 52,445 | $42.20 |
| Q1 2020 | -6,288 | Reduce 11.98% | 46,204 | $39.74 |
| Q4 2019 | -40,622 | Reduce 43.63% | 52,492 | $44.56 |
| Q3 2019 | +18,544 | Add 24.87% | 93,114 | $34.21 |
| Q2 2019 | -30,795 | Reduce 29.23% | 74,570 | $37.63 |
| Q1 2019 | +14,495 | Add 15.95% | 105,365 | $30.55 |
| Q4 2018 | +90,870 | New Buy | 90,870 | $27.69 |
Cliff Asness's Arcosa Investment FAQs
Cliff Asness first purchased Arcosa, Inc. (ACA) in Q4 2018, acquiring 90,870 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Arcosa, Inc. (ACA) for 29 quarters since Q4 2018.
Cliff Asness's largest addition to Arcosa, Inc. (ACA) was in Q4 2018, adding 90,870 shares worth $2.52 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 14,051 shares of Arcosa, Inc. (ACA), valued at approximately $1.49 M.
As of the Q4 2025 filing, Arcosa, Inc. (ACA) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Arcosa, Inc. (ACA) was 105,365 shares, as reported at the end of Q1 2019.