ACK Asset Management as of March 31, 2022
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 24 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| EnerSys (ENS) | 9.1 | $42M | 561k | 74.57 | |
| Materion Corporation (MTRN) | 7.8 | $36M | 420k | 85.74 | |
| Builders FirstSource (BLDR) | 7.7 | $36M | 551k | 64.54 | |
| Triumph (TGI) | 7.2 | $33M | 1.3M | 25.28 | |
| Valmont Industries (VMI) | 6.9 | $32M | 134k | 238.60 | |
| ATS Automation Tooling Systems | 6.5 | $30M | 836k | 36.06 | |
| Gentherm (THRM) | 5.9 | $27M | 375k | 73.04 | |
| Latham Group (SWIM) | 5.5 | $25M | 1.9M | 13.24 | |
| Rumbleon (RMBL) | 5.4 | $25M | 724k | 34.21 | |
| Allied Motion Technologies (ALNT) | 4.8 | $22M | 743k | 29.84 | |
| Thryv Hldgs (THRY) | 4.7 | $22M | 775k | 28.12 | |
| Mastercraft Boat Holdings (MCFT) | 4.1 | $19M | 772k | 24.61 | |
| Titan Machinery (TITN) | 3.6 | $17M | 584k | 28.26 | |
| Onewater Marine Inc cl a (ONEW) | 3.4 | $16M | 460k | 34.45 | |
| Luna Innovations Incorporated (LUNA) | 3.1 | $14M | 1.8M | 7.71 | |
| Atlas Technical Consultants | 2.4 | $11M | 937k | 12.04 | |
| Malibu Boats (MBUU) | 2.2 | $10M | 177k | 58.01 | |
| John Bean Technologies Corporation (JBT) | 2.1 | $9.5M | 80k | 118.46 | |
| Mda Cn (MDALF) | 1.9 | $8.9M | 1.1M | 8.25 | |
| Chegg (CHGG) | 1.8 | $8.2M | 225k | 36.28 | |
| Ftc Solar (FTCI) | 1.8 | $8.1M | 1.6M | 4.93 | |
| Snap One Holdings Corp (SNPO) | 0.8 | $3.5M | 239k | 14.75 | |
| Evi Industries (EVI) | 0.7 | $3.4M | 184k | 18.59 | |
| Agilysys (AGYS) | 0.5 | $2.4M | 60k | 39.88 |
