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Punch & Associates Investment Management’s Arcosa ACA Stock Holding History

Punch & Associates Investment 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 		$50.5M Sell
347,540
-14,786
-4% -$1.84M 2.5% 2
2026
Q1 		$38.5M Buy
362,326
+832
+0.2% +$94.6K 2.22% 4
2025
Q4 		$38.4M Sell
361,494
-2,101
-0.6% -$212K 2.24% 5
2025
Q3 		$34.1M Sell
363,595
-201
-0.1% -$18.7K 1.98% 5
2025
Q2 		$31.5M Buy
363,796
+2,214
+0.6% +$185K 1.94% 6
2025
Q1 		$27.9M Buy
361,582
+9,837
+3% +$902K 1.83% 7
2024
Q4 		$34M Sell
351,745
-7,590
-2% -$763K 1.86% 7
2024
Q3 		$34.1M Buy
359,335
+5,011
+1% +$438K 1.88% 6
2024
Q2 		$29.6M Buy
354,324
+1,466
+0.4% +$122K 1.73% 5
2024
Q1 		$30.3M Buy
352,858
+14,251
+4% +$1.16M 1.72% 6
2023
Q4 		$28M Buy
338,607
+3,984
+1% +$292K 1.64% 7
2023
Q3 		$24.1M Buy
334,623
+2,875
+0.9% +$218K 1.54% 9
2023
Q2 		$25.1M Buy
331,748
+50,341
+18% +$3.39M 1.53% 11
2023
Q1 		$17.8M Sell
281,407
-137
-0% -$8.04K 1.14% 15
2022
Q4 		$15.3M Sell
281,544
-424
-0.2% -$25.2K 0.99% 22
2022
Q3 		$16.1M Buy
281,968
+4,821
+2% +$267K 1.13% 18
2022
Q2 		$12.9M Buy
277,147
+8,267
+3% +$433K 0.9% 23
2022
Q1 		$15.4M Buy
268,880
+7,097
+3% +$366K 0.88% 22
2021
Q4 		$13.8M Buy
261,783
+80,579
+44% +$4.31M 0.72% 36
2021
Q3 		$9.09M Buy
181,204
+1,207
+0.7% +$62.5K 0.52% 77
2021
Q2 		$10.6M Buy
179,997
+2,232
+1% +$138K 0.6% 58
2021
Q1 		$11.6M Buy
177,765
+10,955
+7% +$673K 0.69% 43
2020
Q4 		$9.16M Buy
+166,810
New +$8.51M 0.64% 56

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

Punch & Associates Investment Management's ACA Position: Q2 2026 in Review

Punch & Associates Investment Management reduced its Arcosa (ACA) stake by 4.1% in Q2 2026, selling an estimated $1.84M and leaving 347,540 shares worth $50.5M. The position accounts for 2.5% of the portfolio, ranked #2.

Punch & Associates Investment Management first reported a position in ACA in Q4 2020 and has held it in 23 quarters since. 425 funds tracked by Wall St. Rank hold ACA as of Q2 2026.

  • Punch & Associates Investment Management held 347,540 shares of Arcosa worth $50.5M as of Q2 2026.
  • Punch & Associates Investment Management sold 14,786 Arcosa shares in Q2 2026, an estimated $1.84M.
  • Arcosa made up 2.5% of Punch & Associates Investment Management's portfolio in Q2 2026, its #2 holding.
  • Punch & Associates Investment Management first reported a position in Arcosa in Q4 2020 and has held it in 23 quarters since.
  • 425 funds tracked by Wall St. Rank held Arcosa as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.