Jeff Ubben - ValueAct Holdings,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  Arcosa Inc. (ACA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 0.58 SEC
2019   Q3 1,577,265 0.58 Reduce 62.81% 1.05 $34.21 $53,958,000 SEC
2019   Q2 4,240,963 1.67 Reduce 26.13% 0.50 $37.63 $159,587,000 SEC
2019   Q1 5,740,963 1.93 Reduce 19.55% 0.48 $30.55 $175,386,000 SEC
2018   Q4 7,135,963 2.46 Buy 2.46 $27.69 $197,595,000 SEC