Follow-The-Filings

Security

ACA

Arcosa Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 1 new 1 exit max 0.2% (Ancora Advisors LLC)

grid → activity →
owners 12
max % 0.2%
tracked value $688M
qoq N 1 A 2 R 7 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Ancora Advisors LLC 2026 Q1 0.2% Reduce 0.00 pp 85,105 $9M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 126,636 $13M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 5,348,625 $569M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 641,695 $68M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 56,433 $6M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 22,588 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 104,924 $11M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 41,291 $4M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 15,640 $2M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 12,343 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 11,680 $1M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 9,224 $979 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 38,635 $4M hist

12 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.31B $2.57B $2.88B
Gross profit * $443.8M $515.2M $647.2M
Gross margin * 19.2% 20.0% 22.4%
Net income $159.2M $93.7M $208.4M
Net margin * 6.9% 3.6% 7.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $912M $954M $1.11B
Total non-current assets * $2.67B $3.96B $3.88B
Total assets $3.58B $4.92B $4.99B
Total current liabilities $431.2M $516M $503.6M
Total non-current liabilities * $814.7M $1.97B $1.84B
Total equity $2.33B $2.43B $2.64B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $261M $502M $341.1M
Cash from investing -$285.8M -$1.51B -$121.4M
Cash from financing -$30.8M $1.09B -$192.4M
Net change in cash -$55.6M $82.5M $27.3M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders