Jeremy Grantham's ACA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 40,298 shares of Arcosa, Inc. (ACA) worth $4.28 M, representing 0.01% of the portfolio. First purchased in 2020-Q1, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in ACA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 40,298 shares. Largest reduction occurred in Q4 2020, reducing 52,100 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Arcosa (ACA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arcosa (ACA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +40,298 | New Buy | 40,298 | $106.32 |
| Q1 2021 | -23,800 | Sold Out | 0 | $0.00 |
| Q4 2020 | -52,100 | Reduce 68.64% | 23,800 | $54.92 |
| Q3 2020 | -22,800 | Reduce 23.10% | 75,900 | $44.08 |
| Q2 2020 | +9,300 | Add 10.40% | 98,700 | $42.20 |
| Q1 2020 | +89,400 | New Buy | 89,400 | $39.74 |
Jeremy Grantham's Arcosa Investment FAQs
Jeremy Grantham first purchased Arcosa, Inc. (ACA) in Q1 2020, acquiring 89,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Arcosa, Inc. (ACA) for 6 quarters since Q1 2020.
Jeremy Grantham's largest addition to Arcosa, Inc. (ACA) was in Q1 2020, adding 89,400 shares worth $3.55 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 40,298 shares of Arcosa, Inc. (ACA), valued at approximately $4.28 M.
As of the Q4 2025 filing, Arcosa, Inc. (ACA) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Arcosa, Inc. (ACA) was 98,700 shares, as reported at the end of Q2 2020.