Position in ACA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,425,750
New position
Shares Held
175,000
first reported quarter
Ownership
0.356%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#45
of 425 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Hudson Bay Capital Management LP holds $86,223,845 across 11 Engineering & Construction names. ACA ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACA |
Arcosa, Inc.
This page
|
175,000 | $25,425,750 | |
| 2 | BLD |
QXO Insulation, LLC
|
52,531 | $18,623,815 | |
| 3 | LGN |
Legence Corp.
|
168,740 | $14,381,710 | |
| 4 | FIX |
Comfort Systems USA Inc
|
3,482 | $6,901,149 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
7,760 | $6,513,433 | |
| 6 | MTZ |
Mastec Inc
|
13,611 | $5,662,992 | |
| 7 | J |
Jacobs Solutions Inc.
|
21,869 | $2,755,494 | |
| 8 | DY |
Dycom Industries Inc
|
5,440 | $2,750,409 |
All Filings in ACA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,425,750 | 175,000 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||