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John Overdeck’s Arcosa ACA Stock Holding History

John Overdeck’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 		$4.23M Buy
29,083
+15,583
+115% +$1.94M ﹤0.01% 2296
2026
Q1 		$1.43M Buy
+13,500
New +$1.53M ﹤0.01% 3004
2024
Q4 		– Sell
-15,882
Closed -$1.5M – 3164
2024
Q3 		$1.5M Sell
15,882
-4,809
-23% -$420K ﹤0.01% 1855
2024
Q2 		$1.73M Buy
20,691
+15,319
+285% +$1.28M ﹤0.01% 1643
2024
Q1 		$461K Sell
5,372
-7,710
-59% -$628K ﹤0.01% 2374
2023
Q4 		$1.08M Sell
13,082
-400
-3% -$29.4K ﹤0.01% 2027
2023
Q3 		$969K Hold
13,482
– – ﹤0.01% 1953
2023
Q2 		$1.02M Sell
13,482
-36,126
-73% -$2.43M ﹤0.01% 1933
2023
Q1 		$3.13M Buy
49,608
+45,426
+1,086% +$2.67M 0.01% 1141
2022
Q4 		$227K Sell
4,182
-218
-5% -$12.9K ﹤0.01% 2349
2022
Q3 		$252K Buy
+4,400
New +$244K ﹤0.01% 2022
2019
Q1 		– Sell
-11,949
Closed -$331K – 2972
2018
Q4 		$331K Buy
+11,949
New +$328K ﹤0.01% 2382

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

John Overdeck's ACA Position: Q2 2026 in Review

John Overdeck increased its Arcosa (ACA) stake by 115% in Q2 2026, buying an estimated $1.94M and bringing the position to 29,083 shares worth $4.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

John Overdeck first reported a position in ACA in Q4 2018 and has held it in 12 quarters since. 425 funds tracked by Wall St. Rank hold ACA as of Q2 2026.

  • John Overdeck held 29,083 shares of Arcosa worth $4.23M as of Q2 2026.
  • John Overdeck bought 15,583 Arcosa shares in Q2 2026, an estimated $1.94M.
  • Arcosa made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2296 holding.
  • John Overdeck first reported a position in Arcosa in Q4 2018 and has held it in 12 quarters since.
  • 425 funds tracked by Wall St. Rank held Arcosa as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.