Hodges Capital Management’s Arcosa ACA Stock Holding History

Hodges Capital 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	$10.9M	Buy	75,145 +36,633	+95%	+$4.55M	0.72%	46
2026 Q1	$4.09M	Buy	+38,512	New	+$4.38M	0.34%	88
2024 Q3	–	Sell	-60,201	Closed	-$5.02M	–	215
2024 Q2	$5.02M	Hold	60,201	–	–	0.34%	93
2024 Q1	$5.17M	Sell	60,201 -15,000	-20%	-$1.22M	0.33%	92
2023 Q4	$6.21M	Buy	75,201 +55,200	+276%	+$4.05M	0.33%	85
2023 Q3	$1.44M	Buy	+20,001	New	+$1.52M	0.17%	135
2021 Q4	–	Sell	-10,090	Closed	-$506K	–	240
2021 Q3	$506K	Buy	10,090 +5,000	+98%	+$259K	0.04%	187
2021 Q2	$299K	Hold	5,090	–	–	0.03%	206
2021 Q1	$331K	Hold	5,090	–	–	0.05%	179
2020 Q4	$280K	Hold	5,090	–	–	0.04%	185
2020 Q3	$224K	Hold	5,090	–	–	0.04%	178
2020 Q2	$215K	Buy	+5,090	New	+$196K	0.04%	178
2020 Q1	–	Sell	-103,930	Closed	-$4.63M	–	178
2019 Q4	$4.63M	Sell	103,930 -29,485	-22%	-$1.13M	0.61%	55
2019 Q3	$4.56M	Sell	133,415 -61,280	-31%	-$2.12M	0.53%	61
2019 Q2	$7.33M	Buy	194,695 +38,239	+24%	+$1.31M	0.79%	43
2019 Q1	$4.78M	Buy	156,456 +23,060	+17%	+$704K	0.48%	66
2018 Q4	$3.69M	Buy	+133,396	New	+$3.67M	0.41%	66

Other funds holding ACA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Hodges Capital Management's ACA Position: Q2 2026 in Review

Hodges Capital Management increased its Arcosa (ACA) stake by 95% in Q2 2026, buying an estimated $4.55M and bringing the position to 75,145 shares worth $10.9M. The position accounts for 0.72% of the portfolio, ranked #46.

Hodges Capital Management first reported a position in ACA in Q4 2018 and has held it in 17 quarters since. 425 funds tracked by Wall St. Rank hold ACA as of Q2 2026.

Hodges Capital Management held 75,145 shares of Arcosa worth $10.9M as of Q2 2026.
Hodges Capital Management bought 36,633 Arcosa shares in Q2 2026, an estimated $4.55M.
Arcosa made up 0.72% of Hodges Capital Management's portfolio in Q2 2026, its #46 holding.
Hodges Capital Management first reported a position in Arcosa in Q4 2018 and has held it in 17 quarters since.
425 funds tracked by Wall St. Rank held Arcosa as of Q2 2026.

Based on Hodges Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.