Position in ACA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,923,351
+$2,766,831 QoQ
Shares Held
74,650
+53.9% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACA Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026CASTLEARK MANAGEMENT LLC holds $52,125,169 across 10 Engineering & Construction names. ACA ranks #5 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
|
32,506 | $11,013,682 | |
| 2 | TPC |
Tutor Perini Corp
|
116,440 | $8,988,003 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
21,200 | $8,634,124 | |
| 4 | APG |
APi Group Corp
|
200,263 | $8,114,656 | |
| 5 | ACA |
Arcosa, Inc.
This page
|
74,650 | $7,923,351 | |
| 6 | MYRG |
Myr Group Inc.
|
17,560 | $4,957,539 | |
| 7 | MTZ |
Mastec Inc
|
2,690 | $865,480 | |
| 8 | PWR |
Quanta Services, Inc.
|
1,380 | $757,647 |
All Filings in ACA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,923,351 | 74,650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,156,520 | 48,500 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||