ACA
Arcosa, Inc. · Basic Materials · Construction Materials
Données momentum (gérants comparables) :
étendue des détenteurs +14.3% ·
flux d'actions +1.7% ·
nouvelles positions nettes +12.5%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 118 | +4 | 32.71M | $4.75B | +14 | −9 |
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 7.15M | — | $619.78M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passif) | 5.48M | — | $474.83M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 5.48M | — | $474.83M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 5.48M | — | $474.83M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 5.48M | — | $474.83M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 5.48M | — | $474.83M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passif) | 1.95M | -0.4% | $169.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Capital World Investors ✦ | 1.60M | +6.7% | $138.74M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passif) | 1.17M | +0.2% | $101.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passif) | 1.17M | +0.2% | $101.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Norges Bank ✦ (passif) | 570.58K | -2.0% | $49.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 187.78K | -0.6% | $16.28M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 140.47K | — | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 140.47K | — | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 140.47K | — | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Millennium Management ✦ | 113.32K | +2123.8% | $9.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Fisher Asset Management ✦ | 90.92K | Nouveau | $7.88M | 0.0% | New | 1 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 60.30K | -3.8% | $5.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | T. Rowe Price ✦ | 44.86K | +12.0% | $3.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 42.38K | +24.9% | $3.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Marshall Wace ✦ | 22.11K | Nouveau | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 36 | Marshall Wace ✦ | 22.11K | Nouveau | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 11.14K | +75.6% | $965,603 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 8.62K | +3.5% | $747,040 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 8.62K | +3.5% | $747,040 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 8.62K | +3.5% | $747,040 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 8.62K | +3.5% | $747,040 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 8.62K | +3.5% | $747,040 | 0.0% | ▲ Add | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Fisher Asset Management | $7.88M | 0.0% |
| Marshall Wace | $1.92M | 0.0% |
| Marshall Wace | $1.92M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 370 détenteurs, 45.33M actions, $4.48B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.