ACK Asset Management

Latest statistics and disclosures from ACK Asset Management's latest quarterly 13F-HR filing:

Companies in the ACK Asset Management portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Dycom Industries (DY) 10.38 700000 +68% 51.09
EnerSys (ENS) 7.19 389200 -10% 63.69
Air Transport Services (ATSG) 7.14 1.18M 20.85
Quanta Services (PWR) 6.82 686800 34.23
Concrete Pumping Hldgs Inc 6.61 5.14M 4.43
Kirby Corporation (KEX) 6.29 275000 +41% 78.78
Comfort Systems USA (FIX) 5.77 460000 -3% 43.21
Bmc Stk Hldgs Inc Com Added 5.74 946600 -6% 20.90
Advanced Drain Sys Inc Del 5.37 860000 -30% 21.52
Builders FirstSource (BLDR) 4.87 846000 19.84
Nv5 Holding 4.79 347500 NEW 47.47
Altra Holdings (AIMC) 4.46 500000 NEW 30.73
Allied Motion Technologies (AMOT) 4.07 376106 +6% 37.33
Tfii Cn 3.92 460000 29.40
Triumph Ban 3.64 355000 NEW 35.38
Vishay Precision (VPG) 3.42 340000 NEW 34.68
Mistras (MG) 2.80 633000 +141% 15.27
Herc Hldgs 2.31 230000 -32% 34.61
Transcat (TRNS) 2.29 421500 -4% 18.70
Luna Innovations Incorporated (LUNA) 1.30 681560 NEW 6.59
Mastercraft Boat Holdings Inc 0.74 150000 NEW 16.91
Stz 200110c00195000 call 0.04 600 NEW 243.33
Norwegian Cruise Line Holdings 0.03 1800 NEW 53.33

Past 13F-HR SEC Filings by ACK Asset Management

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