Arcosa, Inc.
MX ˙ BMV ˙ US0396531008
SecurityMX:ACA / Arcosa, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership479,177 shares
Latest Disclosed Value $ 50,860,129
Morgan Stanley reports 11.84% decrease in ownership of ACA / Arcosa, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 479,177 shares of Arcosa, Inc. (MX:ACA) valued at $50,860,129 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 543,548 shares of Arcosa, Inc.. This represents a change in shares of -11.84% 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 479,177 -64,371 -11.84 50,860 -11.99 0.0031
2026-05-27 2025-12-31 13F/A-1 ARCOSA COM 039653100 543,548 6,219 1.16 57,790 14.77 0.0035
2026-02-13 2025-12-31 13F ARCOSA COM 039653100 543,548 6,219 57,790 0.0035
2026-05-27 2025-09-30 13F/A-1 ARCOSA COM 039653100 537,329 -47,086 -8.06 50,353 -0.63 0.0030
2025-11-14 2025-09-30 13F ARCOSA COM 039653100 537,329 -47,086 50,353 0.0030
2025-08-15 2025-06-30 13F ARCOSA COM 039653100 584,415 20,873 3.70 50,675 16.60 0.0033
2025-05-15 2025-03-31 13F ARCOSA COM 039653100 563,542 -45,731 -7.51 43,460 -26.27 0.0031
2025-05-15 2024-12-31 13F/A-1 ARCOSA COM 039653100 609,273 33,876 5.89 58,941 8.10 0.0041
2025-02-14 2024-12-31 13F ARCOSA COM 039653100 609,273 33,876 58,941 0.0041
2025-05-14 2024-09-30 13F/A-2 ARCOSA COM 039653100 575,397 -102,476 -15.12 54,525 -3.57 0.0040
2025-02-14 2024-09-30 13F/A-1 ARCOSA COM 039653100 575,397 -102,476 54,525 0.0040
2024-11-14 2024-09-30 13F ARCOSA COM 039653100 575,397 -102,476 54,525 0.0005
2025-05-14 2024-06-30 13F/A-2 ARCOSA COM 039653100 677,873 136,424 25.20 56,542 21.62 0.0044
2024-10-17 2024-06-30 13F/A-1 ARCOSA COM 039653100 677,873 136,424 56,542 0.0044
2024-08-14 2024-06-30 13F ARCOSA COM 039653100 677,873 136,424 56,542 0.0044
2024-10-17 2024-03-31 13F/A-2 ARCOSA COM 039653100 541,449 -122,459 -18.45 46,489 -15.27 0.0037
2024-08-16 2024-03-31 13F/A-1 ARCOSA COM 039653100 541,449 -122,459 46,489 0.0004
2024-05-15 2024-03-31 13F ARCOSA COM 039653100 541,449 -122,459 46,489 0.0037
2024-08-16 2023-12-31 13F/A-1 ARCOSA COM 039653100 663,908 -17,079 -2.51 54,866 12.05 0.0048
2024-02-13 2023-12-31 13F ARCOSA COM 039653100 663,908 -17,079 54,866 0.0048
2023-11-15 2023-09-30 13F ARCOSA COM 039653100 680,987 91,092 15.44 48,963 9.55 0.0050
2023-08-14 2023-06-30 13F ARCOSA COM 039653100 589,895 45,889 8.44 44,696 30.19 0.0044
2023-05-15 2023-03-31 13F ARCOSA COM 039653100 544,006 -54,081 -9.04 34,332 5.64 0.0037
2023-02-14 2022-12-31 13F ARCOSA COM 039653100 598,087 93,427 18.51 32,500 12.63 0.0037
2022-11-14 2022-09-30 13F ARCOSA COM 039653100 504,660 42,506 9.20 28,856 34.47 0.0039
2022-10-27 2022-06-30 13F/A-1 ARCOSA COM 039653100 462,154 161,917 53.93 21,459 24.83 0.0028
2022-08-15 2022-06-30 13F ARCOSA COM 039653100 462,154 161,917 21,459 0.0006
2022-10-27 2022-03-31 13F/A-1 ARCOSA COM 039653100 300,237 -49,368 -14.12 17,190 -6.70 0.0023
2022-05-13 2022-03-31 13F ARCOSA COM 039653100 300,237 -49,368 17,190 0.0023
2022-02-14 2021-12-31 13F ARCOSA COM 039653100 349,605 92,495 35.97 18,425 42.85 0.0023
2021-11-15 2021-09-30 13F ARCOSA COM 039653100 257,110 6,313 2.52 12,898 -12.45 0.0017
2021-08-23 2021-06-30 13F/A-1 ARCOSA COM 039653100 250,797 39,475 18.68 14,732 7.10 0.0019
2021-08-16 2021-06-30 13F ARCOSA COM 039653100 250,797 39,475 14,732 0.0004
2021-05-17 2021-03-31 13F ARCOSA COM 039653100 211,322 -27,515 -11.52 13,755 4.85 0.0020
2021-02-16 2020-12-31 13F ARCOSA COM 039653100 238,837 43,538 22.29 13,119 52.35 0.0020
2020-11-13 2020-09-30 13F ARCOSA COM 039653100 195,299 -8,037 -3.95 8,611 0.35 0.0017
2020-08-14 2020-06-30 13F ARCOSA COM 039653100 203,336 -3,121 -1.51 8,581 4.60 0.0019
2020-05-26 2020-03-31 13F/A-1 ARCOSA COM 039653100 206,457 -107,428 -34.23 8,204 -41.33 0.0022
2020-05-15 2020-03-31 13F ARCOSA COM 039653100 206,457 -107,428 8,204 630.2382
2020-02-14 2019-12-31 13F ARCOSA COM 039653100 313,885 104,014 49.56 13,983 94.75 0.0033
2019-11-14 2019-09-30 13F ARCOSA COM 039653100 209,871 -55,820 -21.01 7,180 -28.19 0.0019
2019-08-14 2019-06-30 13F ARCOSA COM 039653100 265,691 215,191 426.12 9,998 547.96 0.0027
2019-05-15 2019-03-31 13F ARCOSA COM 039653100 50,500 -290,770 -85.20 1,543 -83.67 0.0004
2019-02-14 2018-12-31 13F ARCOSA COM 039653100 341,270 341,270 9,449 0.0028
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.