Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
Holdings Activity Buys Sells    History
Holding/activity history for  Arcosa, Inc. (ACA)
← All ACA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.21 $57.56–76.69 · VW $68.79i SEC
2023   Q1 340,079 0.21 Reduce 6.98% 0.01 $52.04–64.48 · VW $59.40i $21,462,386 SEC
2022   Q4 365,588 0.20 Reduce 2.50% <0.01 $53.33–65.47 · VW $58.93i $19,866,052 SEC
2022   Q3 374,976 0.23 Reduce 7.77% 0.02 $43.52–65.80 · VW $56.28i $21,441,000 SEC
2022   Q2 406,549 0.20 Reduce 1.39% <0.01 $44.94–58.00 · VW $51.96i $18,876,000 SEC
2022   Q1 412,290 0.21 Reduce 3.21% <0.01 $43.42–59.82 · VW $52.13i $23,604,000 SEC
2021   Q4 425,977 0.20 Reduce 2.07% <0.01 $47.65–58.96 · VW $53.53i $22,449,000 SEC
2021   Q3 434,984 0.21 Reduce 6.25% 0.02 $48.18–58.09 · VW $51.32i $21,823,000 SEC
2021   Q2 463,977 0.26 Reduce 1.57% <0.01 $55.35–66.18 · VW $61.49i $27,254,000 SEC
2021   Q1 471,371 0.32 Reduce 2.43% <0.01 $53.60–68.46 · VW $61.49i $30,682,000 SEC
2020   Q4 483,099 0.33 Reduce 5.10% 0.02 $44.86–57.26 · VW $51.28i $26,537,000 SEC
2020   Q3 509,086 0.33 Add 23.20% 0.06 $37.25–48.64 · VW $44.01i $22,446,000 SEC
2020   Q2 413,220 0.28 Reduce 6.93% 0.02 $31.03–45.87 · VW $38.46i $17,438,000 SEC
2020   Q1 443,999 0.29 Add 5.32% 0.01 $28.14–47.85 · VW $40.72i $17,645,000 SEC
2019   Q4 421,554 0.24 Reduce 34.46% 0.09 $32.47–46.33 · VW $39.15i $18,780,000 SEC
2019   Q3 643,194 0.27 Reduce 0.46% <0.01 $30.71–38.68 · VW $34.57i $22,004,000 SEC
2019   Q2 646,135 0.29 Reduce 20.60% 0.06 $29.45–39.74 · VW $35.57i $24,314,000 SEC
2019   Q1 813,747 0.31 Reduce 1.31% <0.01 $28.18–35.15 · VW $30.76i $24,860,000 SEC
2018   Q4 824,515 0.29 Buy 0.29 $22.94–34.92 · VW $28.83i
IPO/listing quarter
$22,831,000 SEC
Price snapshot:
Current price$144.92
52-week low$81.79
52-week high$146.92