SEC 13F Intelligence

Marathon Capital Management / ACA

Marathon Capital Management’s Arcosa Inc Position

Does Marathon Capital Management own Arcosa Inc (ACA)? Yes45.3K shares worth $5M (+1.08% of its 13F portfolio) as of Q1 2026, down from 47.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
45.3K
% of Portfolio
+1.08%
Quarters Held
27
currently held

Position History ACA

Reported value by quarter
Q3 ’19: $2MQ3 ’19Q4 ’19: $3MQ1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ3 ’20Q4 ’20: $4MQ1 ’21: $3MQ2 ’21: $3MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $3MQ2 ’22: $2MQ3 ’22: $3MQ3 ’22Q4 ’22: $2MQ1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $4MQ1 ’24: $4MQ2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $5MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.3K$5M+1.08%
Q4 202547.5K$5M+1.09%
Q3 202547.3K$4M+1.01%
Q2 202547.7K$4M+1.05%
Q1 202548.0K$4M+0.99%
Q4 202441.9K$4M+1.01%
Q3 202442.2K$4M+0.97%
Q2 202440.7K$3M+0.86%
Q1 202443.0K$4M+0.88%
Q4 202343.0K$4M+0.89%
Q3 202343.8K$3M+0.79%
Q2 202344.2K$3M+0.83%
Q1 202345.7K$3M+0.71%
Q4 202245.7K$2M+0.68%
Q3 202245.7K$3M+0.75%
Q2 202245.8K$2M+0.69%
Q1 202245.7K$3M+0.75%
Q4 202145.8K$2M+0.57%
Q3 202145.8K$2M+0.52%
Q2 202145.4K$3M+0.62%
Q1 202145.7K$3M+0.78%
Q4 202064.4K$4M+1.04%
Q3 202067.6K$3M+1.09%
Q2 202070.2K$3M+1.14%
Q1 202069.9K$3M+1.28%
Q4 201972.5K$3M+1.10%
Q3 201972.5K$2M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marathon Capital Management’s full portfolio or all institutional holders of ACA.