ACK Asset Management

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

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Positions held by ACK Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ACK Asset Management

ACK Asset Management holds 21 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
EnerSys (ENS) 7.9 $54M 573k 94.67
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Atkore Intl (ATKR) 7.8 $54M 360k 149.19
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Ats (ATS) 7.6 $52M 1.2M 42.62
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Materion Corporation (MTRN) 7.1 $49M 481k 101.91
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Rogers Corporation (ROG) 7.1 $49M 370k 131.47
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Emcor (EME) 7.0 $48M -23% 230k 210.39
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Zurn Water Solutions Corp Zws (ZWS) 6.9 $48M 1.7M 28.02
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Core & Main (CNM) 5.5 $38M +12% 1.3M 28.85
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Neogen Corporation (NEOG) 5.4 $37M 2.0M 18.54
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MasTec (MTZ) 5.3 $36M 505k 71.97
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Helios Technologies (HLIO) 4.3 $30M -15% 535k 55.48
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Valmont Industries (VMI) 3.8 $26M +120% 110k 240.21
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Allied Motion Technologies (ALNT) 3.6 $25M 807k 30.92
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Astronics Corporation (ATRO) 3.5 $24M +5% 1.5M 15.86
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Mda Cn (MDALF) 3.0 $21M +16% 2.4M 8.47
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Array Technologies (ARRY) 2.7 $19M NEW 850k 22.19
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Energy Recovery (ERII) 2.7 $19M 877k 21.21
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Titan Machinery (TITN) 2.5 $18M 660k 26.58
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Thryv Hldgs (THRY) 2.5 $17M 901k 18.77
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Smartrent (SMRT) 2.2 $15M 5.9M 2.61
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Luna Innovations Incorporated (LUNA) 1.6 $11M 1.8M 5.86
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Past Filings by ACK Asset Management

SEC 13F filings are viewable for ACK Asset Management going back to 2011

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