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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $237.03 M.
Top institutional holders include Chuck Royce and Mario Gabelli.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.96 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 11.3%. Conversely, Jeremy Grantham reduced exposure by 3.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Arcosa, Inc. (ACA)
Major holders include Chuck Royce ($132.92 M), Mario Gabelli ($19.03 M), First Eagle Investment ($18.57 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.64 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.96 M, with 3 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited ACA. The total reported sell value was $5.15 M.
Yes, 0 managers opened new positions in ACA, and 3 increased their existing holdings. The total reported buy value was $2.19 M.
