THOROUGHBRED FINANCIAL SERVICES, LLC

Position in ACA — Arcosa, Inc.

CIK 1091370 BRENTWOOD, TN

Position in ACA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$224,327

-$21,973 QoQ

Shares Held

1,544

-39.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#296

of 425 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

THOROUGHBRED FINANCIAL SERVICES, LLC holds $19,232,658 across 6 Engineering & Construction names. ACA ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc.	12,608	$10,582,650
2	AGX	Argan Inc	7,258	$5,795,875
3	MTZ	Mastec Inc	3,941	$1,639,692
4	DY	Dycom Industries Inc	1,501	$758,890
5	ORN	Orion Group Holdings Inc	13,747	$231,224
6	ACA	Arcosa, Inc. This page	1,544	$224,327

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,327	1,544	-39.4%	Shares	Sole	2026-08-11
2024-12-31	$246,300	2,546	+0.0%	Shares	Sole	2025-02-12
2024-09-30	$241,164	2,545	0.0%	Shares	Sole	2024-11-08
2024-06-30	$212,278	2,545	+1.4%	Shares	Sole	2024-08-08
2024-03-31	$215,594	2,511	-1.3%	Shares	Sole	2024-05-07
2023-12-31	$210,153	2,543	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.