Balyasny Asset Management L.P.

Position in ACA — Arcosa, Inc.

CIK 1218710 Chicago, IL

Position in ACA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$121,891,336

+$118,262,123 QoQ

Shares Held

838,952

+2090.5% QoQ

Ownership

1.71%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#12

of 425 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $441,062,889 across 21 Engineering & Construction names. ACA ranks #1 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACA	Arcosa, Inc. This page	838,952	$121,891,336
2	FIX	Comfort Systems USA Inc	40,771	$80,806,083
3	STRL	Sterling Infrastructure, Inc.	74,351	$62,407,255
4	J	Jacobs Solutions Inc.	399,514	$50,338,764
5	GVA	Granite Construction Inc	245,464	$38,802,949
6	CDNL	Cardinal Infrastructure Group Inc.	302,634	$28,508,122
7	TTEK	Tetra Tech Inc	456,640	$13,192,329
8	TPC	Tutor Perini Corp	147,923	$12,273,171

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,891,336	838,952	+2090.5%	Shares	Sole	2026-08-14
2024-09-30	$3,629,213	38,299	+14.0%	Shares	Sole	2024-11-14
2024-06-30	$2,801,992	33,593	-18.8%	Shares	Sole	2024-08-14
2024-03-31	$3,551,169	41,360	-81.8%	Shares	Sole	2024-05-13
2023-12-31	$18,737,545	226,737	+3598.8%	Shares	Other	2024-02-14
2023-06-30	$464,470	6,130	-59.4%	Shares	Sole	2023-08-14
2021-12-31	$795,770	15,100	+2.3%	Shares	Sole	2022-02-14
2021-09-30	$740,258	14,755	-90.7%	Shares	Sole	2021-12-01
2021-03-31	$10,283,048	157,982	-8.3%	Shares	Sole	2021-05-17
2020-12-31	$9,461,967	172,255	+969.4%	Shares	Sole	2021-02-16
2020-09-30	$710,157	16,107	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.