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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $325.57 M.
Top institutional holders include Chuck Royce and Paul Tudor Jones.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $78.37 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 224.9%. Conversely, Chuck Royce reduced exposure by 20.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Arcosa, Inc. (ACA)
Major holders include Chuck Royce ($144.38 M), Paul Tudor Jones ($84.56 M), Mario Gabelli ($25.16 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.25 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $78.37 M, with 8 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited ACA. The total reported sell value was $52 M.
Yes, 5 managers opened new positions in ACA, and 3 increased their existing holdings. The total reported buy value was $130.37 M.
