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What smart money is saying about ArcosaUnited States flag

ACA · Industrials · Industrial - Infrastructure Operations · Market cap $5.19B

3 funds in our archive have pitched Arcosa — most recently Royce in March 2025.

Company profile

Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. It operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and trench shields and shoring products for residential and non-residential construction, agriculture, specialty building products, as well as for infrastructure related projects. The Engineered Structures segment provides utility structures, wind towers, traffic and lighting structures, telecommunication structures, storage and distribution tanks for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets, as well as for gas and liquids storage and transportation for residential, commercial, energy, agriculture, and industrial markets. The Transportation Products segment offers inland barges; fiberglass barge covers, winches, and other components; cast components for industrial and mining sectors; and axles, circular forgings, coupling devices for freight, tank, locomotive, and passenger rail transportation equipment, as well as other industrial uses. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.

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Summarize with Warren AI
2
Reported positions
1
Bought
0
Sold
5
Letters

Position history

Between Q4 2024 and Q2 2026, 2 fund letters reported a position in Arcosa1 opened or added to the position.

Fund letters reporting a position in Arcosa, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262100
Q1 20250002
Q4 20240001

Fund activity · 2 positions · 1 move

Fund coverage · 3 theses

  • Royce
    March 2025

    Arcosa is well-positioned for long-term growth due to its essential aggregates business benefiting from U.S. infrastructure upgrades and a robust engineered structures segment driven by utility investments and rising demand.

    Read the full thesis
  • Arcosa, Inc. is a strategically positioned basic materials company benefitting from infrastructure growth and electrical grid improvements, poised for both organic and inorganic growth while focusing on deleveraging.

    Read the full thesis
  • Royce Invest
    December 2024

    Arcosa is poised for future growth due to solid Q3 results, pricing power in aggregates, increasing infrastructure spending, strong orders in its Engineered Structures segment, and a strategic acquisition of Stavola.

    Read the full thesis

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