LongACAJun 2026
Arcosa, Inc.
CRH agreed to acquire Arcosa for $150 per share in cash, turning the position into a merger-arbitrage opportunity. Gabelli viewed the remaining spread as an attractive…
ACA
1 published idea on Arcosa, Inc. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Arcosa, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
CRH agreed to acquire Arcosa for $150 per share in cash, turning the position into a merger-arbitrage opportunity. Gabelli viewed the remaining spread as an attractive…