AYAL Capital Advisors’s Arcosa ACA Stock Holding History

AYAL Capital Advisors’s Portfolio ACA Stock Details ACA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.79M	Buy	73,400 +6,428	+10%	+$731K	2.11%	13
2025 Q4	$7.12M	Buy	66,972 +19,272	+40%	+$1.95M	2.48%	9
2025 Q3	$4.47M	Buy	+47,700	New	+$4.44M	1.76%	24
2025 Q1	–	Sell	-86,961	Closed	-$8.41M	–	44
2024 Q4	$8.41M	Buy	86,961 +5,100	+6%	+$513K	2.16%	10
2024 Q3	$7.76M	Sell	81,861 -28,543	-26%	-$2.49M	2.64%	10
2024 Q2	$9.21M	Sell	110,404 -28,900	-21%	-$2.41M	3.5%	7
2024 Q1	$12M	Sell	139,304 -17,801	-11%	-$1.45M	5.26%	4
2023 Q4	$13M	Buy	+157,105	New	+$11.5M	5.44%	2

Other funds holding ACA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AYAL Capital Advisors's ACA Position: Q1 2026 in Review

AYAL Capital Advisors increased its Arcosa (ACA) stake by 9.6% in Q1 2026, buying an estimated $731K and bringing the position to 73,400 shares worth $7.79M. The position accounts for 2.11% of the portfolio, ranked #13.

AYAL Capital Advisors first reported a position in ACA in Q4 2023 and has held it in 8 quarters since. The position peaked at $13M in Q4 2023. 372 funds tracked by Wall St. Rank hold ACA as of Q1 2026.

AYAL Capital Advisors held 73,400 shares of Arcosa worth $7.79M as of Q1 2026.
AYAL Capital Advisors bought 6,428 Arcosa shares in Q1 2026, an estimated $731K.
Arcosa made up 2.11% of AYAL Capital Advisors's portfolio in Q1 2026, its #13 holding.
AYAL Capital Advisors first reported a position in Arcosa in Q4 2023 and has held it in 8 quarters since.
AYAL Capital Advisors's Arcosa position peaked at $13M in Q4 2023.
372 funds tracked by Wall St. Rank held Arcosa as of Q1 2026.

Based on AYAL Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.