MORGAN STANLEY

Position in ACA — Arcosa, Inc.

CIK 895421 NEW YORK, NY

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Position in ACA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$50,859,844

-$6,930,176 QoQ

Shares Held

479,177

-11.8% QoQ

Ownership

0.976%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Common Shares in ACA Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Mar 31, 2026

MORGAN STANLEY holds $4,785,070,103 across 42 Engineering & Construction names. ACA ranks #24 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	2,146,470	$1,178,454,949
2	FIX	Comfort Systems USA Inc	460,135	$634,521,557
3	J	Jacobs Solutions Inc.	3,132,637	$398,722,028
4	EME	EMCOR Group, Inc.	529,288	$390,778,614
5	BLD	QXO Insulation, LLC	568,816	$199,825,054
6	STRL	Sterling Infrastructure, Inc.	467,749	$190,500,131
7	MTZ	Mastec Inc	586,743	$188,778,684
8	ACM	Aecom	1,679,469	$142,452,553

All Filings in ACA

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,859,844	479,177	-11.8%	Shares	Defined	2026-05-15
2025-12-31	$57,790,020	543,548	+1.2%	Shares	Defined	2026-05-27
2025-09-30	$50,353,096	537,329	-8.1%	Shares	Defined	2026-05-27
2025-06-30	$50,674,620	584,415	+3.7%	Shares	Defined	2025-08-15
2025-03-31	$43,460,356	563,542	-7.5%	Shares	Defined	2025-05-15
2024-12-31	$58,941,066	609,273	+5.9%	Shares	Defined	2025-05-15
2024-09-30	$54,524,615	575,397	-15.1%	Shares	Defined	2025-05-14
2024-06-30	$56,541,382	677,873	+25.2%	Shares	Defined	2025-05-14
2024-03-31	$46,488,806	541,449	-18.4%	Shares	Defined	2024-10-17
2023-12-31	$54,865,353	663,908	-2.5%	Shares	Defined	2024-08-16
2023-09-30	$48,962,962	680,987	+15.4%	Shares	Defined	2023-11-15
2023-06-30	$44,696,340	589,895	+8.4%	Shares	Defined	2023-08-14
2023-03-31	$34,332,215	544,006	-9.0%	Shares	Defined	2023-05-15
2022-12-31	$32,500,042	598,087	+18.5%	Shares	Defined	2023-02-14
2022-09-30	$28,856,455	504,660	+9.2%	Shares	Defined	2022-11-14
2022-06-30	$21,457,805	462,154	+53.9%	Shares	Defined	2022-10-27
2022-03-31	$17,188,566	300,237	-14.1%	Shares	Defined	2022-10-27
2021-12-31	$18,424,180	349,605	+36.0%	Shares	Defined	2022-02-14
2021-09-30	$12,899,205	257,110	+2.5%	Shares	Defined	2021-11-15
2021-06-30	$14,731,812	250,797	+18.7%	Shares	Defined	2021-08-23
2021-03-31	$13,754,946	211,322	-11.5%	Shares	Defined	2021-05-17
2020-12-31	$13,119,314	238,837	+22.3%	Shares	Defined	2021-02-16
2020-09-30	$8,610,732	195,299	-4.0%	Shares	Defined	2020-11-13
2020-06-30	$8,580,777	203,336	-1.5%	Shares	Defined	2020-08-14
2020-03-31	$8,204,600	206,457	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.