ACA
Arcosa, Inc. · Basic Materials · Construction Materials
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones -2.0% ·
nuevas posiciones netas -9.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | +4 | 32.58M | $4.73B | +14 | −10 |
| Q1 2026 | 116 | -1 | 32.94M | $3.49B | +5 | −7 |
| Q4 2025 | 117 | -1 | 36.58M | $3.89B | +2 | −2 |
| Q3 2025 | 19 | +1 | 19.85M | $1.86B | +1 | −1 |
| Q2 2025 | 16 | +2 | 18.63M | $1.62B | +2 | — |
| Q1 2025 | 11 | -1 | 5.55M | $427.99M | +1 | −2 |
| Q4 2024 | 12 | -1 | 5.66M | $547.83M | — | −1 |
| Q3 2024 | 12 | 0 | 3.76M | $356.62M | +1 | −1 |
| Q2 2024 | 12 | — | 3.93M | $327.68M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.96M | -3.5% | $151.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Capital World Investors ✦ | 1.50M | +6.2% | $115.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.16M | +3.6% | $89.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.16M | +3.6% | $89.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Norges Bank ✦ (pasivo) | 582.10K | -23.1% | $44.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | GAMCO Investors ✦ | 188.91K | -1.1% | $14.57M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 62.70K | Nuevo | $4.84M | 0.0% | New | 1 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 40.06K | +5.0% | $3.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 33.92K | -38.7% | $2.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 33.92K | -38.7% | $2.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 8.33K | +20.6% | $642,102 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 8.33K | +20.6% | $642,102 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 8.33K | +20.6% | $642,102 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 8.33K | +20.6% | $642,102 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 8.33K | +20.6% | $642,102 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 6.34K | -50.2% | $489,095 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Millennium Management ✦ | 5.10K | -48.1% | $393,004 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $4.84M | 0.0% |
Posición cerrada
| Point72 Asset Management | $1.94M | era 0.0% |
| Marshall Wace | $752,540 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 370 tenedores, 45.33M acciones, $4.48B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.