Chuck Royce's position in Arcosa is currently worth $144M. That's 1.19% of their equity portfolio (2nd largest holding). The investor owns 2.02% of the outstanding Arcosa stock. The first Arcosa trade was made in Q4 2018. Since then Chuck Royce bought shares fifteen more times and sold shares on fifteen occasions. The stake costed the investor $38.5M, netting the investor a gain of 275% so far.