Guru Ownership Over Time
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 $195.68 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Arcosa, Inc. (ACA)
Top Guru holders include Chuck Royce ($118.74 M), Mario Gabelli ($17.17 M), First Eagle Investment ($12.03 M). Collectively, tracked Gurus hold 1.77 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $4.72 M, with 4 Gurus buying and 4 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 0 Gurus sold out of ACA completely. Total sell value was $7.83 M.
Yes, 1 Gurus opened new positions in ACA, and 3 added to their existing holdings. Total buy value was $3.11 M.