Marathon Capital Management
ACA

Marathon Capital Management’s Arcosa ACA Stock Holding History

Marathon 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
Q3 		$6.46M Sell
44,226
-940
-2% -$137K 1.32% 21
2026
Q2 		$6.56M Sell
45,166
-124
-0.3% -$15.4K 1.33% 22
2026
Q1 		$4.81M Sell
45,290
-2,235
-5% -$254K 1.08% 32
2025
Q4 		$5.05M Buy
47,525
+210
+0.4% +$21.2K 1.09% 32
2025
Q3 		$4.43M Sell
47,315
-430
-0.9% -$40K 1.01% 34
2025
Q2 		$4.14M Sell
47,745
-280
-0.6% -$23.4K 1.05% 30
2025
Q1 		$3.7M Buy
48,025
+6,085
+15% +$558K 0.99% 29
2024
Q4 		$4.06M Sell
41,940
-225
-0.5% -$22.6K 1.01% 27
2024
Q3 		$4M Buy
42,165
+1,499
+4% +$131K 0.97% 29
2024
Q2 		$3.39M Sell
40,666
-2,325
-5% -$194K 0.86% 32
2024
Q1 		$3.69M Hold
42,991
– – 0.88% 31
2023
Q4 		$3.55M Sell
42,991
-800
-2% -$58.7K 0.89% 33
2023
Q3 		$3.15M Sell
43,791
-360
-0.8% -$27.3K 0.79% 33
2023
Q2 		$3.35M Sell
44,151
-1,550
-3% -$104K 0.83% 32
2023
Q1 		$2.88M Hold
45,701
– – 0.71% 40
2022
Q4 		$2.48M Hold
45,701
– – 0.68% 34
2022
Q3 		$2.61M Sell
45,701
-100
-0.2% -$5.54K 0.75% 31
2022
Q2 		$2.13M Buy
45,801
+100
+0.2% +$5.24K 0.69% 35
2022
Q1 		$2.62M Sell
45,701
-100
-0.2% -$5.15K 0.75% 34
2021
Q4 		$2.41M Buy
45,801
+16
+0% +$856 0.57% 36
2021
Q3 		$2.3M Buy
45,785
+425
+0.9% +$22K 0.52% 40
2021
Q2 		$2.66M Sell
45,360
-350
-0.8% -$21.6K 0.62% 36
2021
Q1 		$2.98M Sell
45,710
-18,710
-29% -$1.15M 0.78% 27
2020
Q4 		$3.54M Sell
64,420
-3,215
-5% -$164K 1.04% 18
2020
Q3 		$2.98M Sell
67,635
-2,525
-4% -$111K 1.09% 14
2020
Q2 		$2.96M Buy
70,160
+225
+0.3% +$8.66K 1.14% 14
2020
Q1 		$2.78M Sell
69,935
-2,560
-4% -$108K 1.28% 11
2019
Q4 		$3.23M Hold
72,495
– – 1.1% 13
2019
Q3 		$2.48M Buy
+72,495
New +$2.51M 1% 13

Other funds holding ACA

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Peddock Capital Advisors
Peddock Capital Advisors Braintree, Massachusetts $514M AUM 22.76% 1-Year Est. Return
Versor Investments
Versor Investments New York $59.8M AUM 85.83% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Marathon Capital Management's ACA Position: Q3 2026 in Review

Marathon Capital Management reduced its Arcosa (ACA) stake by 2.1% in Q3 2026, selling an estimated $137K and leaving 44,226 shares worth $6.46M. The position accounts for 1.32% of the portfolio, ranked #21.

Marathon Capital Management first reported a position in ACA in Q3 2019 and has held it in 29 quarters since. The position peaked at $6.56M in Q2 2026. 102 funds tracked by Wall St. Rank hold ACA as of Q3 2026.

  • Marathon Capital Management held 44,226 shares of Arcosa worth $6.46M as of Q3 2026.
  • Marathon Capital Management sold 940 Arcosa shares in Q3 2026, an estimated $137K.
  • Arcosa made up 1.32% of Marathon Capital Management's portfolio in Q3 2026, its #21 holding.
  • Marathon Capital Management first reported a position in Arcosa in Q3 2019 and has held it in 29 quarters since.
  • Marathon Capital Management's Arcosa position peaked at $6.56M in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Arcosa as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.