Position
Fidelity in Arcosa, Inc.
Back to the book · All holders of ACA
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $1.83M$106.14 → $145.29
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 279K | $29.7M | — | — | — | 0.0% |
| Q1 2026 | 231.7K | $24.6M | $106.14 | −$41.7K | −$5.03M | 0.0% |
| Q2 2026 | 46.7K | $6.78M | $145.29 | $1.83M | −$19.6M | 0.0% |