Arcosa, Inc.
MX ˙ BMV ˙ US0396531008
SecurityMX:ACA / Arcosa, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership13,569 shares
Latest Disclosed Value $ 1,443,908
Stifel Financial Corp reports 8.73% increase in ownership of ACA / Arcosa, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 13,569 shares of Arcosa, Inc. (MX:ACA) valued at $1,443,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,480 shares of Arcosa, Inc.. This represents a change in shares of 8.73% 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 13,569 1,089 8.73 1,444 8.50 0.0003
2026-02-13 2025-12-31 13F ARCOSA COM 039653100 12,480 -1,417 -10.20 1,331 1.92 0.0012
2025-11-12 2025-09-30 13F ARCOSA COM 039653100 13,897 1,167 9.17 1,306 17.99 0.0012
2025-08-14 2025-06-30 13F ARCOSA COM 039653100 12,730 459 3.74 1,107 16.54 0.0011
2025-05-14 2025-03-31 13F ARCOSA COM 039653100 12,271 485 4.12 949 -16.97 0.0010
2025-02-13 2024-12-31 13F ARCOSA COM 039653100 11,786 -1,013 -7.91 1,144 -6.00 0.0012
2024-11-14 2024-09-30 13F ARCOSA COM 039653100 12,799 -228 -1.75 1,216 11.66 0.0013
2024-08-13 2024-06-30 13F ARCOSA COM 039653100 13,027 330 2.60 1,090 -0.37 0.0012
2024-05-14 2024-03-31 13F ARCOSA COM 039653100 12,697 -449 -3.42 1,094 0.37 0.0012
2024-02-12 2023-12-31 13F ARCOSA COM 039653100 13,146 -205 -1.54 1,090 13.20 0.0014
2023-11-13 2023-09-30 13F ARCOSA COM 039653100 13,351 -339 -2.48 963 -7.41 0.0014
2023-08-14 2023-06-30 13F ARCOSA COM 039653100 13,690 -127 -0.92 1,040 19.01 0.0014
2023-05-12 2023-03-31 13F ARCOSA COM 039653100 13,817 -244 -1.74 874 14.12 0.0013
2023-02-13 2022-12-31 13F ARCOSA COM 039653100 14,061 -1,497 -9.62 765 -14.14 0.0011
2022-11-14 2022-09-30 13F ARCOSA COM 039653100 15,558 -708 -4.35 891 17.86 0.0015
2022-08-15 2022-06-30 13F ARCOSA COM 039653100 16,266 599 3.82 756 -15.72 0.0012
2022-05-13 2022-03-31 13F ARCOSA COM 039653100 15,667 8,998 134.92 897 155.56 0.0012
2022-02-14 2021-12-31 13F ARCOSA COM 039653100 6,669 -5,083 -43.25 351 -40.51 0.0005
2021-11-15 2021-09-30 13F ARCOSA COM 039653100 11,752 0 0.00 590 -14.49 0.0009
2021-08-13 2021-06-30 13F ARCOSA COM 039653100 11,752 0 0.00 690 -9.80 0.0010
2021-05-14 2021-03-31 13F ARCOSA COM 039653100 11,752 16 0.14 765 18.60 0.0013
2021-02-12 2020-12-31 13F ARCOSA COM 039653100 11,736 116 1.00 645 25.98 0.0012
2020-11-16 2020-09-30 13F ARCOSA COM 039653100 11,620 -1,249 -9.71 512 -5.71 0.0011
2020-08-14 2020-06-30 13F ARCOSA COM 039653100 12,869 -23,308 -64.43 543 -62.29 0.0012
2020-05-14 2020-03-31 13F ARCOSA COM 039653100 36,177 -3,201 -8.13 1,440 -17.81 0.0040
2020-02-13 2019-12-31 13F ARCOSA COM 039653100 39,378 -1,810 -4.39 1,752 24.70 0.0037
2019-11-19 2019-09-30 13F/A-1 ARCOSA COM 039653100 41,188 -27,624 -40.14 1,405 -45.73 0.0036
2019-11-13 2019-09-30 13F ARCOSA COM 039653100 41,188 -27,624 1,405 787.5729
2019-08-14 2019-06-30 13F ARCOSA COM 039653100 68,812 8,794 14.65 2,589 41.17 0.0067
2019-05-14 2019-03-31 13F ARCOSA COM 039653100 60,018 48,036 400.90 1,834 447.46 0.0052
2019-02-13 2018-12-31 13F ARCOSA COM 039653100 11,982 11,982 335 0.0011
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.