Ninety One SA (PTY) Ltd ACM — AECOM

Ownership history in Ninety One SA (PTY) Ltd  ·  7 quarters on record

AI Ownership Summary

Ninety One SA (PTY) Ltd reported AECOM (ACM) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.56% in 2024 Q4. The latest visible filing shows ACM at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ninety One SA (PTY) Ltd's position in AECOM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ACM was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACM stock page Ninety One SA (PTY) Ltd fund profile Ninety One SA (PTY) Ltd full holdings
How Ninety One SA (PTY) Ltd held ACM — position size vs. price
% of Fund (quarterly)    ACM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 115,802 +48,940 +73.2% 0.48% $11.0M 2026-01-27 $96.49
2025 Q3 ADDED — — — 66,862 +6,868 +11.4% 1.27% $8.7M 2025-10-21 $133.31
2025 Q2 UNCHANGED — — — 59,994 — 0% 1.11% $6.8M 2025-07-18 $112.32
2025 Q1 REDUCED 9.6% +22.0% ❌ 59,994 -6,342 -9.6% 1.03% $5.6M 2025-04-30 $97.57
2024 Q4 ADDED — — — 66,336 +5,213 +8.5% 1.56% $7.1M 2025-01-27 $105.23
2024 Q3 REDUCED 9.6% +3.9% ❌ 61,123 -6,474 -9.6% 1.38% $6.3M 2024-11-12 $110.35
2024 Q2 INITIATED — — — 67,597 — — 0.92% $6.0M 2024-07-22 $88.57

🏢 Other funds also holding ACM

As of 2026 Q1 — sorted by position size

HENNESSY ADVISORS INC 3Y 7Y 0.88% CENTRAL BANK & TRUST CO 3Y 7Y 0.81% Ninety One North America, Inc. 3Y 7Y 0.52% J2 Capital Management Inc 3Y 0.36% Guinness Atkinson Asset Management Inc 3Y 7Y 0.35% Linden Thomas Advisory Services, LLC 3Y 0.34% LECAP ASSET MANAGEMENT LTD 0.31% Vest Financial, LLC 3Y 0.29% Oak Thistle LLC 3Y 0.26% ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3Y 7Y 0.2%

FAQ About Ninety One SA (PTY) Ltd and ACM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ninety One SA (PTY) Ltd reported owning ACM?

Ninety One SA (PTY) Ltd reported ACM across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported ACM position in Ninety One SA (PTY) Ltd's portfolio?

The largest reported portfolio weight for ACM was 1.56% in 2024 Q4.

What is the latest reported ACM position on this page?

The most recent filing on this page is 2025 Q4, when Ninety One SA (PTY) Ltd reported 115,802 shares, equal to 0.48% of portfolio, with an estimated market value of $11.0M.

What does the chart on this ACM ownership page compare?

The chart compares Ninety One SA (PTY) Ltd's quarterly ACM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ninety One SA (PTY) Ltd time their ACM position?

Based on 13F filing dates vs. subsequent ACM price moves, Ninety One SA (PTY) Ltd correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on ACM relative to SPY over the holding period was -9.9%.

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