Arcosa, Inc.
MX ˙ BMV ˙ US0396531008
SecurityMX:ACA / Arcosa, Inc.
InstitutionRoyce & Associates Lp
ManagerChuck Royce
Latest Disclosed Ownership1,252,310 shares
Latest Disclosed Value $ 132,920,183
Royce & Associates Lp reports 1.45% increase in ownership of ACA / Arcosa, Inc.

On May 12, 2026 - Royce & Associates Lp filed a 13F-HR form disclosing ownership of 1,252,310 shares of Arcosa, Inc. (MX:ACA) valued at $132,920,183 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,234,455 shares of Arcosa, Inc.. This represents a change in shares of 1.45% 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)
2026-05-12 2026-03-31 13F ARCOSA COM 039653100 1,252,310 17,855 1.45 132,920 1.27 1.3120
2026-02-09 2025-12-31 13F ARCOSA COM 039653100 1,234,455 -32,636 -2.58 131,247 10.53 1.3309
2025-11-12 2025-09-30 13F ARCOSA COM 039653100 1,267,091 4,652 0.37 118,739 8.47 1.1839
2025-08-11 2025-06-30 13F ARCOSA COM 039653100 1,262,439 8,351 0.67 109,466 13.18 1.1234
2025-05-06 2025-03-31 13F ARCOSA COM 039653100 1,254,088 14,839 1.20 96,715 -19.33 1.0483
2025-02-10 2024-12-31 13F ARCOSA COM 039653100 1,239,249 -128,525 -9.40 119,885 -7.50 1.1123
2024-11-06 2024-09-30 13F ARCOSA COM 039653100 1,367,774 -61,136 -4.28 129,610 8.75 1.1782
2024-08-13 2024-06-30 13F ARCOSA COM 039653100 1,428,910 1,643 0.12 119,185 -2.74 1.1141
2024-05-13 2024-03-31 13F ARCOSA COM 039653100 1,427,267 -31,824 -2.18 122,545 1.63 1.0938
2024-02-12 2023-12-31 13F ARCOSA COM 039653100 1,459,091 56,055 4.00 120,579 19.53 1.1137
2023-11-09 2023-09-30 13F ARCOSA COM 039653100 1,403,036 -21,310 -1.50 100,878 -6.53 1.0272
2023-08-07 2023-06-30 13F ARCOSA COM 039653100 1,424,346 -48,686 -3.31 107,923 16.09 1.0478
2023-05-23 2023-03-31 13F/A-1 ARCOSA COM 039653100 1,473,032 -58,500 -3.82 92,963 11.70 0.9305
2023-05-04 2023-03-31 13F ARCOSA COM 039653100 1,473,032 -58,500 93 0.9305
2023-05-23 2022-12-31 13F/A-1 ARCOSA COM 039653100 1,531,532 -204,172 -11.76 83,223 -16.15 0.8746
2023-02-13 2022-12-31 13F ARCOSA COM 039653100 1,531,532 -204,172 83 0.8698
2022-11-03 2022-09-30 13F ARCOSA COM 039653100 1,735,704 -213,857 -10.97 99,248 9.64 1.1223
2022-08-04 2022-06-30 13F ARCOSA COM 039653100 1,949,561 51,346 2.70 90,518 -16.71 0.9319
2022-05-05 2022-03-31 13F ARCOSA COM 039653100 1,898,215 100,732 5.60 108,673 14.72 0.9229
2022-02-07 2021-12-31 13F ARCOSA COM 039653100 1,797,483 169,334 10.40 94,727 15.97 0.7078
2021-11-10 2021-09-30 13F ARCOSA COM 039653100 1,628,149 129,979 8.68 81,684 -7.18 0.6109
2021-08-06 2021-06-30 13F ARCOSA COM 039653100 1,498,170 -130,910 -8.04 88,003 -17.01 0.6048
2021-05-10 2021-03-31 13F ARCOSA COM 039653100 1,629,080 44,398 2.80 106,037 21.82 0.7128
2021-02-08 2020-12-31 13F ARCOSA COM 039653100 1,584,682 -18,524 -1.16 87,047 23.15 0.7193
2020-11-12 2020-09-30 13F ARCOSA COM 039653100 1,603,206 268,280 20.10 70,685 25.47 0.7629
2020-08-07 2020-06-30 13F ARCOSA COM 039653100 1,334,926 291,376 27.92 56,334 35.84 0.6205
2020-05-12 2020-03-31 13F ARCOSA COM 039653100 1,043,550 -55,685 -5.07 41,471 -15.32 0.5651
2020-02-06 2019-12-31 13F ARCOSA COM 039653100 1,099,235 -63,993 -5.50 48,971 23.06 0.4374
2019-11-13 2019-09-30 13F ARCOSA COM 039653100 1,163,228 78,190 7.21 39,794 -2.54 0.3684
2019-08-12 2019-06-30 13F ARCOSA COM 039653100 1,085,038 -45,203 -4.00 40,830 18.25 0.3690
2019-05-09 2019-03-31 13F ARCOSA COM 039653100 1,130,241 39,989 3.67 34,529 14.38 0.2918
2019-02-11 2018-12-31 13F ARCOSA COM 039653100 1,090,252 1,090,252 30,189 0.2707
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.