ACK Asset Management as of Sept. 30, 2020
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 19 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 10.4 | $20M | 479k | 42.42 | |
| Rogers Corporation (ROG) | 8.8 | $17M | 159k | 107.99 | |
| EnerSys (ENS) | 8.5 | $17M | 280k | 58.90 | |
| Allied Motion Technologies (ALNT) | 7.8 | $15M | 424k | 35.84 | |
| Quanta Services (PWR) | 6.3 | $12M | 372k | 33.04 | |
| Bmc Stk Hldgs | 6.2 | $12M | 622k | 19.31 | |
| Concrete Pumping Hldgs (BBCP) | 5.3 | $10M | 2.5M | 4.24 | |
| Emcor (EME) | 5.0 | $9.7M | 149k | 65.47 | |
| Builders FirstSource (BLDR) | 4.9 | $9.4M | 506k | 18.68 | |
| Helios Technologies (HLIO) | 4.6 | $8.9M | 286k | 31.04 | |
| Altra Holdings | 4.4 | $8.6M | 339k | 25.45 | |
| Gentherm (THRM) | 4.3 | $8.4M | 189k | 44.32 | |
| Lydall | 4.1 | $8.0M | 519k | 15.50 | |
| Luna Innovations Incorporated (LUNA) | 4.1 | $8.0M | 1.2M | 6.56 | |
| Materion Corporation (MTRN) | 4.1 | $7.9M | 182k | 43.38 | |
| Transcat (TRNS) | 3.9 | $7.7M | 401k | 19.15 | |
| Mastercraft Boat Holdings (MCFT) | 3.6 | $7.1M | 479k | 14.79 | |
| Agilysys (AGYS) | 2.4 | $4.7M | 214k | 22.00 | |
| Kennedy-Wilson Holdings (KW) | 1.2 | $2.3M | 181k | 12.78 |
