Balyasny Asset Management
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Balyasny Asset Management’s Arcosa ACA Stock Holding History

Balyasny Asset Management’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
Q2 		$122M Buy
+838,952
New +$104M 0.15% 158
2024
Q4 		– Sell
-38,299
Closed -$3.63M – 2671
2024
Q3 		$3.63M Buy
38,299
+4,706
+14% +$411K 0.01% 1414
2024
Q2 		$2.8M Sell
33,593
-7,767
-19% -$647K ﹤0.01% 1413
2024
Q1 		$3.55M Sell
41,360
-185,377
-82% -$15.1M 0.01% 1351
2023
Q4 		$18.7M Buy
+226,737
New +$16.6M 0.04% 628
2023
Q3 		– Sell
-6,130
Closed -$464K – 2202
2023
Q2 		$464K Buy
+6,130
New +$412K ﹤0.01% 1872
2022
Q1 		– Sell
-15,100
Closed -$796K – 2426
2021
Q4 		$796K Buy
15,100
+345
+2% +$18.4K ﹤0.01% 1504
2021
Q3 		$740K Buy
+14,755
New +$765K ﹤0.01% 1400
2021
Q2 		– Sell
-157,982
Closed -$10.3M – 1913
2021
Q1 		$10.3M Sell
157,982
-14,273
-8% -$877K 0.05% 477
2020
Q4 		$9.46M Buy
172,255
+156,148
+969% +$7.97M 0.05% 440
2020
Q3 		$710K Buy
+16,107
New +$708K 0.01% 1058
2019
Q1 		– Sell
-15,228
Closed -$422K – 1367
2018
Q4 		$422K Buy
+15,228
New +$418K ﹤0.01% 1138

Other funds holding ACA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Balyasny Asset Management's ACA Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in Arcosa (ACA) in Q2 2026: 838,952 shares worth $122M. The stake represents 0.15% of the portfolio and ranks #158 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in ACA as recently as Q3 2024.

Balyasny Asset Management first reported a position in ACA in Q4 2018 and has held it in 12 quarters since. 428 funds tracked by Wall St. Rank hold ACA as of Q2 2026.

  • Balyasny Asset Management held 838,952 shares of Arcosa worth $122M as of Q2 2026.
  • Arcosa was a new Balyasny Asset Management position in Q2 2026.
  • Arcosa made up 0.15% of Balyasny Asset Management's portfolio in Q2 2026, its #158 holding.
  • Balyasny Asset Management first reported a position in Arcosa in Q4 2018 and has held it in 12 quarters since.
  • 428 funds tracked by Wall St. Rank held Arcosa as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.