MCM
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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
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% +$8.65K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Marathon Capital Management's ACA Position: Q1 2026 in Review

Marathon Capital Management reduced its Arcosa (ACA) stake by 4.7% in Q1 2026, selling an estimated $254K and leaving 45,290 shares worth $4.81M. The position accounts for 1.08% of the portfolio, ranked #32.

Marathon Capital Management first reported a position in ACA in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.05M in Q4 2025. 372 funds tracked by Wall St. Rank hold ACA as of Q1 2026.

  • Marathon Capital Management held 45,290 shares of Arcosa worth $4.81M as of Q1 2026.
  • Marathon Capital Management sold 2,235 Arcosa shares in Q1 2026, an estimated $254K.
  • Arcosa made up 1.08% of Marathon Capital Management's portfolio in Q1 2026, its #32 holding.
  • Marathon Capital Management first reported a position in Arcosa in Q3 2019 and has held it in 27 quarters since.
  • Marathon Capital Management's Arcosa position peaked at $5.05M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Arcosa as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.