Why Arcosa Inc. (ACA) Offers a Merger Arbitrage Opportunity
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Olympiad Research LP Thong Nguyen | 6,871 | $1,004,197 | 1.3% | |
| 2. | Bayforest Capital Theodoros Tsagaris | 506 | $73,952 | 0.11% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.05 | 200 | $15,810.00 | 433,283 | 2025-03-10 | Filing | |
| $78.54 | 6,145 | $482,628.30 | 433,083 | 2025-03-10 | Filing | |
| $79.84 | 1,500 | $119,752.50 | 58,195 | 2025-03-05 | Filing | |
| $87.70 | 6,000 | $526,200.00 | 9,943 | 2024-09-12 | Filing | |
| $82.27 | 7,083 | $582,718.41 | 406,275 | 2024-08-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $99.02 | 4,000 | $396,080.00 | 38,089 | 2025-08-12 | Filing | |
| $95.77 | 7,966 | $762,903.82 | 19,769 | 2025-08-11 | Filing | |
| $86.79 | 4,150 | $360,178.50 | 12,551 | 2025-06-17 | Filing | |
| $86.03 | 4,466 | $384,209.98 | 16,701 | 2025-06-17 | Filing | |
| $88.57 | 835 | $73,955.95 | 4,112 | 2025-05-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,413,927 | $206,680,027 | 0.01% | |
| 2. | 331,040 | $48,381,520 | 0.01% | |
| 3. | 289,820 | $42,357,150 | 0.01% | |
| 4. | 282,665 | $41,311,490 | 0.02% | |
| 5. | 180,188 | $26,334,606 | 0.62% |