Free · no sign-up · Q2 2026

Which funds own ACA

Arcosa Inc in the Q2 2026 filings. At least 8 of the 91 current managers on file reported a position, worth $533m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 6 managers opened or added against 3 cutting.

Managers holding: 8; at least, of 91 current
Combined value: $533m; as reported
Opened: 5; new this quarter
Added to: 1; already held
Trimmed or sold out: 3; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Neuberger Berman Group LLC Long-only · $150bn book	$229m	0.2%	1,579,472	-$54m-1,094,373	Trimmed
Balyasny Asset Management LLC Multi-strategy · $80.2bn book	$122m	0.2%	838,952	opened838,952	New
Tudor Investment Corp Macro · $71.9bn book	$85m	0.1%	582,018	opened582,018	New
Hudson Bay Capital Management LP Multi-strategy · $36.8bn book	$25m	0.1%	175,000	opened175,000	New
GAMCO Investors Inc Activist · $11.1bn book	$25m	0.2%	173,151	+$6.1m-6,120	Trimmed
Soros Fund Management LLC Macro · $8.1bn book	$23m	0.3%	155,000	opened155,000	New
First Eagle Investment Management LLC Value · $60.8bn book	$19m	0.0%	127,840	+$5.1m+1,204	Added
Winton Group Ltd Quantitative · $3.1bn book	$5.0m	0.2%	34,564	opened34,564	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Bridgewater Associates LP · Macro$2.4m held before

Ownership through time

At least 12 of the 95 managers whose filings are on file listed ACA in Q2 2026, against 5 in Q4 2018. 8 managers more than in Q1 2026: 8 started positions.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Balyasny Asset Management LLCnew: 838,952 shares+$122m
Tudor Investment Corpnew: 582,018 shares+$85m
Hudson Bay Capital Management LPnew: 175,000 shares+$25m
Soros Fund Management LLCnew: 155,000 shares+$23m
Schonfeld Strategic Advisors LLCnew: 80,081 shares+$12m

Largest decreases, by shares

Capital World Investors1,970,776 to 514,509 shares-$212m
Neuberger Berman Group LLC2,673,845 to 1,579,472 shares-$159m
GAMCO Investors Inc179,271 to 173,151 shares-$889k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Neuberger Berman Group LLC	Q2 2023	$292m	$229m
Balyasny Asset Management LLC	Q4 2020	$122m	$122m
Tudor Investment Corp	Q2 2019	$85m	$85m
Capital World Investors	Q3 2020	$209m	$75m
Hudson Bay Capital Management LP	Q2 2026	$25m	$25m
GAMCO Investors Inc	Q4 2018	$25m	$25m
Soros Fund Management LLC	Q2 2026	$23m	$23m
First Eagle Investment Management LLC	Q2 2021	$19m	$19m
Schonfeld Strategic Advisors LLC	Q4 2018	$18m	$12m
ExodusPoint Capital Management LP	Q4 2023	$5.8m	$5.8m
Moore Capital Management LP	Q2 2026	$5.4m	$5.4m
Winton Group Ltd	Q4 2018	$23m	$5.0m
ValueAct Holdings LP	Q4 2018	$198m	last listed Q3 2019
AllianceBernstein LP	Q1 2022	$146m	last listed Q1 2023
Verition Fund Management LLC	Q4 2021	$31m	last listed Q4 2025
Harris Associates LP	Q4 2018	$27m	last listed Q3 2020
Marshall Wace LLP	Q1 2019	$21m	last listed Q3 2019
Point72 Asset Management LP	Q4 2019	$8.6m	last listed Q4 2019
Holocene Advisors LP	Q2 2025	$3.5m	last listed Q4 2025
Quantbot Technologies LP	Q1 2024	$2.5m	last listed Q3 2025
PDT Partners LLC	Q3 2023	$2.3m	last listed Q3 2024
Caxton Associates LLP	Q3 2021	$1.2m	last listed Q4 2021

What ACA is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around ACA →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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