Guru Ownership Trend
Guru Analysis for Arcosa, Inc. (ACA)
Arcosa, Inc. (ACA), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $202.4 M.
Top institutional holders include Chuck Royce and Mario Gabelli.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.72 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 74.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.18% | Add 0.4% | 1,267,091 | $118.74 M | Q3 2025 | |
| 0.17% | Reduce -2.4% | 183,238 | $17.17 M | Q3 2025 | |
| 0.02% | Reduce -1.6% | 128,412 | $12.03 M | Q3 2025 | |
| 0.00% | Add 23.3% | 112,106 | $10.51 M | Q3 2025 | |
| 0.01% | Reduce -26.9% | 44,100 | $4.13 M | Q3 2025 | |
| 0.00% | Reduce -74.5% | 20,762 | $1.95 M | Q3 2025 | |
| 0.00% | Add 29.8% | 11,183 | $1.05 M | Q3 2025 | |
| 0.00% | New Buy | 4,809 | $450,631 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Arcosa, Inc. (ACA)
Major holders include Chuck Royce ($118.74 M), Mario Gabelli ($17.17 M), First Eagle Investment ($12.03 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.77 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.72 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited ACA. The total reported sell value was $7.83 M.
Yes, 1 managers opened new positions in ACA, and 3 increased their existing holdings. The total reported buy value was $3.11 M.