Arcosa, Inc.
MX ˙ BMV ˙ US0396531008
SecurityMX:ACA / Arcosa, Inc.
InstitutionD. E. Shaw & Co., Inc.
ManagerDE Shaw
Latest Disclosed Ownership9,224 shares
Latest Disclosed Value $ 979,035
D. E. Shaw & Co., Inc. reports 73.29% decrease in ownership of ACA / Arcosa, Inc.

On May 15, 2026 - D. E. Shaw & Co., Inc. filed a 13F-HR form disclosing ownership of 9,224 shares of Arcosa, Inc. (MX:ACA) valued at $979,035 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 34,534 shares of Arcosa, Inc.. This represents a change in shares of -73.29% 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 9,224 -25,310 -73.29 979 -73.33 0.0006
2026-02-17 2025-12-31 13F ARCOSA COM 039653100 34,534 -31,085 -47.37 3,672 -40.30 0.0020
2025-11-14 2025-09-30 13F ARCOSA COM 039653100 65,619 54,483 489.25 6,149 537.20 0.0035
2025-08-14 2025-06-30 13F ARCOSA COM 039653100 11,136 4,794 75.59 966 97.34 0.0007
2025-05-15 2025-03-31 13F ARCOSA COM 039653100 6,342 -6,384 -50.17 489 -60.28 0.0004
2025-02-14 2024-12-31 13F ARCOSA COM 039653100 12,726 -23,111 -64.49 1,231 -63.74 0.0009
2024-11-14 2024-09-30 13F ARCOSA COM 039653100 35,837 -47,889 -57.20 3,396 -51.38 0.0029
2024-08-14 2024-06-30 13F ARCOSA COM 039653100 83,726 60,199 255.87 6,984 245.69 0.0065
2024-05-15 2024-03-31 13F ARCOSA COM 039653100 23,527 -28,505 -54.78 2,020 -53.01 0.0017
2024-02-14 2023-12-31 13F ARCOSA COM 039653100 52,032 -94,421 -64.47 4,300 -59.17 0.0038
2023-11-14 2023-09-30 13F ARCOSA COM 039653100 146,453 1,144 0.79 10,530 -4.37 0.0110
2023-08-14 2023-06-30 13F ARCOSA COM 039653100 145,309 63,274 77.13 11,010 112.67 0.0112
2023-05-15 2023-03-31 13F ARCOSA COM 039653100 82,035 52,131 174.33 5,177 218.78 0.0055
2023-02-14 2022-12-31 13F ARCOSA COM 039653100 29,904 -43,230 -59.11 1,625 -61.17 0.0018
2022-11-14 2022-09-30 13F ARCOSA COM 039653100 73,134 39,739 119.00 4,182 169.63 0.0050
2022-08-15 2022-06-30 13F ARCOSA COM 039653100 33,395 -18,594 -35.77 1,551 -47.88 0.0018
2022-05-16 2022-03-31 13F ARCOSA COM 039653100 51,989 -35,605 -40.65 2,976 -35.53 0.0028
2022-02-14 2021-12-31 13F ARCOSA COM 039653100 87,594 -13,923 -13.71 4,616 -9.37 0.0038
2021-11-15 2021-09-30 13F ARCOSA COM 039653100 101,517 9,741 10.61 5,093 -5.53 0.0046
2021-08-16 2021-06-30 13F ARCOSA COM 039653100 91,776 -87,306 -48.75 5,391 -53.75 0.0047
2021-05-17 2021-03-31 13F ARCOSA COM 039653100 179,082 -61,358 -25.52 11,656 -11.75 0.0113
2021-02-16 2020-12-31 13F ARCOSA COM 039653100 240,440 -11,941 -4.73 13,208 18.69 0.0118
2020-11-16 2020-09-30 13F ARCOSA COM 039653100 252,381 -40,827 -13.92 11,128 -10.06 0.0114
2020-08-14 2020-06-30 13F ARCOSA COM 039653100 293,208 -36,863 -11.17 12,373 -5.67 0.0147
2020-05-15 2020-03-31 13F ARCOSA COM 039653100 330,071 104,628 46.41 13,117 30.60 0.0205
2020-02-14 2019-12-31 13F ARCOSA COM 039653100 225,443 98,182 77.15 10,044 130.68 0.0115
2019-11-14 2019-09-30 13F ARCOSA COM 039653100 127,261 7,431 6.20 4,354 -3.44 0.0054
2019-08-14 2019-06-30 13F ARCOSA COM 039653100 119,830 -44,985 -27.29 4,509 -10.45 0.0056
2019-05-15 2019-03-31 13F ARCOSA COM 039653100 164,815 -112,605 -40.59 5,035 -34.46 0.0065
2019-02-14 2018-12-31 13F ARCOSA COM 039653100 277,420 277,420 7,682 0.0106
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.