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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $186.85 M.
Top institutional holders include Chuck Royce and Mario Gabelli.
Institutional sentiment is currently Bullish. This is evidenced by a $428,558.54 net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 703.4%. Conversely, Ken Fisher reduced exposure by 4.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Arcosa, Inc. (ACA)
Major holders include Chuck Royce ($131.25 M), Mario Gabelli ($19.64 M), First Eagle Investment ($13.34 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 Bullish (Net Buying). There was a net inflow of $428,558.54, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited ACA. The total reported sell value was $10.36 M.
Yes, 2 managers opened new positions in ACA, and 3 increased their existing holdings. The total reported buy value was $10.78 M.
