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
Which hedge funds are long ACA?
2 published ideas on Arcosa, Inc. across 2 funds — 2 long and 0 short.
Arcosa hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Arcosa: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongACAJun 2026
Crédit Agricole S.A.
Crédit Agricole has compounded revenue and net income faster than the economies in its core markets since 2019. Management's 2028 targets call for more than EUR 8.5 billion of…