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MARATHON CAPITAL MANAGEMENT

Position in ACA — Arcosa, Inc.

CIK 1213206 Hunt Valley, MD

Position in ACA

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$6,562,168
+$1,755,088 QoQ
Shares Held
45,166
-0.3% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#5
of 79 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in ACA Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $6,905,374 across 2 Engineering & Construction names. ACA ranks #1 (95.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ACA
Arcosa, Inc.
This page
45,166 $6,562,168

All Filings in ACA

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,562,168 45,166
2026-03-31 $4,807,080 45,290
2025-12-31 $5,052,858 47,525
2025-09-30 $4,433,888 47,315
2025-06-30 $4,139,968 47,745
2025-03-31 $3,703,688 48,025
2024-12-31 $4,057,275 41,940
2024-09-30 $3,995,555 42,165
2024-06-30 $3,391,951 40,666
2024-03-31 $3,691,207 42,991
2023-12-31 $3,552,776 42,991
2023-09-30 $3,148,572 43,791
2023-06-30 $3,345,321 44,151
2023-03-31 $2,884,190 45,701
2022-12-31 $2,483,392 45,701
2022-09-30 $2,613,183 45,701
2022-06-30 $2,126,540 45,801
2022-03-31 $2,616,382 45,701
2021-12-31 $2,413,712 45,801
2021-09-30 $2,297,033 45,785
2021-06-30 $2,664,446 45,360
2021-03-31 $2,975,263 45,710
2020-12-31 $3,538,590 64,420
2020-09-30 $2,982,027 67,635
2020-06-30 $2,960,752 70,160
2020-03-31 $2,779,216 69,935