Follow The Filings

ACA Arcosa Inc.

Industrials, filed as ARCOSA INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 2 Owners
  • Max 0.3%
  • $41M
  • 1 new 1 small

In 2026 Q2 George Soros opened a position in Arcosa.

Who owns this now

Largest portfolio weights among holders, up to 0.3% (George Soros, Soros Fund Management). Not free-float ownership.

  1. George Soros New 0.28%
  2. First Eagle Investment Manage... Add 0.03%

Who owns ACA

Sorted by value, long equity only, as of 2026 Q2.

History
George Soros, Soros Fund Management 0.28% New 0.28% 155,000 $23M History
First Eagle Investment Management 0.03%, was 0.02% Small add +1.0% 127,840 $19M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ACA's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ACA insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 27 stock grants, 14 sales back to the company, 12 share withholdings for taxes, 6 gifts, and 1 other transaction.

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
8-K 1.02,2.01,3.01,3.03,5.01,5.02,5.03,9.01
8-K 5.07
DEFA14A
8-K 2.02,9.01
10-Q
DEFA14A
8-K 1.04
SCHEDULE 13G/A —
8-K 1.01,7.01,9.01
DEFA14A
DEFA14A
DEFA14A
DEFA14A
DEFA14A
8-K 7.01,9.01

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 $0.912B $0.954B $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 * $0.815B $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 -$0.286B -$1.51B -$0.121B
Cash from financing -$0.031B $1.09B -$0.192B
Net change in cash -$55.6M $82.5M $27.3M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.