Arcosa, Inc.
MX ˙ BMV ˙ US0396531008
SecurityMX:ACA / Arcosa, Inc.
InstitutionMillennium Management Llc
ManagerIsrael Englander
Latest Disclosed Ownership11,680 shares
Latest Disclosed Value $ 1,239,715
Millennium Management Llc reports 77.33% decrease in ownership of ACA / Arcosa, Inc.

On May 15, 2026 - Millennium Management Llc filed a 13F-HR form disclosing ownership of 11,680 shares of Arcosa, Inc. (MX:ACA) valued at $1,239,715 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 51,518 shares of Arcosa, Inc.. This represents a change in shares of -77.33% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ARCOSA COM 039653100 11,680 -39,838 -77.33 1,240 -77.38 0.0005
2026-02-17 2025-12-31 13F ARCOSA COM 039653100 51,518 23,527 84.05 5,477 108.81 0.0023
2025-11-14 2025-09-30 13F ARCOSA COM 039653100 27,991 -85,333 -75.30 2,623 -73.31 0.0011
2025-08-14 2025-06-30 13F ARCOSA COM 039653100 113,324 108,228 2,123.78 9,826 2,400.25 0.0047
2025-05-15 2025-03-31 13F ARCOSA COM 039653100 5,096 -4,720 -48.08 393 -58.59 0.0002
2025-02-14 2024-12-31 13F ARCOSA COM 039653100 9,816 -32,660 -76.89 950 -76.42 0.0005
2024-11-14 2024-09-30 13F ARCOSA COM 039653100 42,476 -11,882 -21.86 4,025 -11.23 0.0019
2024-08-14 2024-06-30 13F ARCOSA COM 039653100 54,358 42,997 378.46 4,534 365.03 0.0021
2024-05-15 2024-03-31 13F ARCOSA COM 039653100 11,361 -4,085 -26.45 975 -23.59 0.0004
2024-02-14 2023-12-31 13F ARCOSA COM 039653100 15,446 -74,553 -82.84 1,276 -80.28 0.0006
2023-11-14 2023-09-30 13F ARCOSA COM 039653100 89,999 -246,923 -73.29 6,471 -74.66 0.0033
2023-08-14 2023-06-30 13F ARCOSA COM 039653100 336,922 259,117 333.03 25,529 419.92 0.0126
2023-05-15 2023-03-31 13F ARCOSA COM 039653100 77,805 -43,320 -35.76 4,910 -25.40 0.0028
2023-02-14 2022-12-31 13F ARCOSA COM 039653100 121,125 38,294 46.23 6,582 38.98 0.0036
2022-11-14 2022-09-30 13F ARCOSA COM 039653100 82,831 35,374 74.54 4,736 114.98 0.0028
2022-08-15 2022-06-30 13F ARCOSA COM 039653100 47,457 33,550 241.25 2,203 176.76 0.0014
2022-05-16 2022-03-31 13F ARCOSA COM 039653100 13,907 -87,817 -86.33 796 -85.15 0.0004
2022-02-14 2021-12-31 13F ARCOSA COM 039653100 101,724 -167,879 -62.27 5,361 -60.37 0.0027
2021-11-15 2021-09-30 13F ARCOSA COM 039653100 269,603 153,671 132.55 13,526 98.62 0.0081
2021-08-16 2021-06-30 13F ARCOSA COM 039653100 115,932 -31,498 -21.36 6,810 -29.03 0.0042
2021-05-17 2021-03-31 13F ARCOSA COM 039653100 147,430 48,613 49.19 9,596 76.79 0.0069
2021-02-16 2020-12-31 13F ARCOSA COM 039653100 98,817 81,997 487.50 5,428 631.54 0.0039
2020-11-16 2020-09-30 13F ARCOSA COM 039653100 16,820 1,143 7.29 742 12.08 0.0009
2020-08-14 2020-06-30 13F ARCOSA COM 039653100 15,677 15,677 662 0.0009
2020-02-14 2019-12-31 13F ARCOSA COM 039653100 0 -121,996 -100.00 0 -100.00
2019-11-14 2019-09-30 13F ARCOSA COM 039653100 121,996 107,868 763.51 4,173 684.40 0.0066
2019-08-15 2019-06-30 13F/A-1 ARCOSA COM 039653100 14,128 -258,555 -94.82 532 -93.61 0.0008
2019-08-14 2019-06-30 13F ARCOSA COM 039653100 14,128 -258,555 532
2019-05-14 2019-03-31 13F ARCOSA COM 039653100 272,683 232,510 578.77 8,330 649.10 0.0125
2019-02-15 2018-12-31 13F/A-1 ARCOSA COM 039653100 40,173 40,173 1,112 0.0017
2019-02-14 2018-12-31 13F ARCOSA COM 039653100 40,173 1,112 0.0017
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.