Which hedge funds own ACA? ARCOSA INC, Q2 2026 13F holders
43 tracked hedge funds disclosed a position in ACA (ARCOSA INC) in their Q2 2026 13F filings, worth $702.7m in total. The largest holder by portfolio weight is Slotnik Capital, LLC at 1.8% of its book. 29 opened a new position this quarter: Slotnik Capital, LLC, TIG Advisors, LLC, Kintayl Capital LP, Glazer Capital, LLC. 12 exited: Ananym Capital Management, LP, AYAL Capital Advisors Ltd, MQS Management LLC.
- 43
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 29
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 12
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $566m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $50.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $703m
- Combined value Sum of the holders' reported positions in the security.
- 3.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Ananym Capital Management, LP | 13.5% | $35.3m |
| AYAL Capital Advisors Ltd | 4.0% | $7.8m |
| MQS Management LLC | 0.2% | $242k |
| Numerai GP LLC | 0.08% | $789k |
| Gsa Capital Partners LLP | 0.06% | $901k |
| Boothbay Fund Management, LLC | 0.02% | $1.0m |
| Bridgewater Associates, LP | 0.01% | $2.4m |
| Brevan Howard Capital Management LP | 0.0% | $208k |
| Capstone Investment Advisors, LLC | 0.0% | $200k |
| Marshall Wace, LLP | 0.0% | $1.3m |
| Freestone Grove Partners LP | 0.0% | $186k |
| Bayforest Capital Ltd | 0.0% | $1.1k |
Ownership over time
Who discovered ACA first? Beta
| Clear Sky Carbon Solutions Investment Management, LLC | Q3 2022 | +1.0 pts |
| Crestline Management, L.P. | Q4 2022 | +0.8 pts |
| ValueAct Holdings, L.P. | Q4 2018 | +0.5 pts |
| Crown Advisors Management, Inc. | Q4 2019 | +0.1 pts |
| Intrinsic Edge Capital Management LLC | Q1 2024 | 0.0 pts |
| Watchtower Advisors, LP | Q3 2024 | −0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.