Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
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
2026   Q1 126,636 0.02 Add 0.94% <0.01 $99.86–131.00 · VW $111.53i $13,441,145 SEC
2025   Q4 125,462 0.02 Reduce 2.30% <0.01 $89.03–113.25 · VW $101.89i $13,339,119 SEC
2025   Q3 128,412 0.02 Reduce 1.58% <0.01 $81.91–100.47 · VW $93.14i $12,033,488 SEC
2025   Q2 130,480 0.02 Reduce 2.25% <0.01 $68.11–91.43 · VW $83.86i $11,313,921 SEC
2025   Q1 133,480 0.02 Reduce 3.05% <0.01 $69.85–103.84 · VW $87.49i $10,293,978 SEC
2024   Q4 137,680 0.03 Reduce 3.84% <0.01 $91.25–113.43 · VW $101.73i $13,319,164 SEC
2024   Q3 143,180 0.03 Add 4.85% <0.01 $72.75–96.47 · VW $87.41i $13,567,736 SEC
2024   Q2 136,552 0.03 Add 8.33% <0.01 $75.06–89.44 · VW $83.30i $11,389,802 SEC
2024   Q1 126,052 0.02 Add 19.37% <0.01 $76.33–89.07 · VW $81.57i $10,822,825 SEC
2023   Q4 105,602 0.02 Add 7.26% <0.01 $61.98–84.21 · VW $73.14i $8,726,949 SEC
2023   Q3 98,456 0.02 Add 39.79% <0.01 $71.77–79.38 · VW $75.69i $7,078,986 SEC
2023   Q2 70,429 0.01 Add 41.09% <0.01 $57.56–76.69 · VW $68.79i $5,336,405 SEC
2023   Q1 49,919 0.01 Add 31.65% <0.01 $52.04–64.48 · VW $59.40i $3,150,388 SEC
2022   Q4 37,919 0.01 Add 23.44% <0.01 $53.33–65.47 · VW $58.93i $2,060,518 SEC
2022   Q3 30,719 0.01 Reduce 44.67% <0.01 $43.52–65.80 · VW $56.28i $1,757,000 SEC
2022   Q2 55,519 0.01 Add 41.70% <0.01 $44.94–58.00 · VW $51.96i $2,578,000 SEC
2022   Q1 39,181 0.01 Add 117.60% <0.01 $43.42–59.82 · VW $52.13i $2,243,000 SEC
2021   Q4 18,006 <0.01 Add 83.62% <0.01 $47.65–58.96 · VW $53.53i $949,000 SEC
2021   Q3 9,806 <0.01 Add 713.10% <0.01 $48.18–58.09 · VW $51.32i $492,000 SEC
2021   Q2 1,206 <0.01 Buy <0.01 $55.35–66.18 · VW $61.49i $71,000 SEC
Price snapshot:
Current price$144.92
Avg. buy price$71.39
+/- since buy102.99%
52-week low$81.79
52-week high$146.92