Arcosa (ACA)

• Market cap: $4.39B
• 1 day: -2.14%
• 5 days: -4.81%
• 1 month: -5.16%
• 3 months: 8.98%
• 6 months: -21.36%
• Year to date: -11.20%
• 1 year: 1.32%
• 5 years: 108.88%
• 10 years: 212.11%
• Sector: Industrials
• Industry: Engineering & Construction

About: Arcosa Inc is a manufacturer and producer of infrastructure-related products and services. It operates in three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment produces and sells construction aggregates and manufactures and sells trench shields and shoring products and services for infrastructure-related projects. The Transportation Products segment manufactures and sells products for the inland waterway and rail transportation industries. The Engineered Structures segment manufactures and sells products for energy-related businesses, including structural wind towers, telecommunication structures, steel utility structures for electricity transmission and distribution, and storage and distribution containers.

Employees: 6,250

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

86% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.23M

0.49% more ownership

Funds ownership: 92.57% [Q4 2024] → 93.05% (+0.49%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]

5% less funds holding

Funds holding: 325 [Q4 2024] → 308 (-17) [Q1 2025]

14% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 108

17% less capital invested

Capital invested by funds: $4.37B [Q4 2024] → $3.6B (-$763M) [Q1 2025]

20% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 60