ACK Asset Management

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

Portfolio Holdings for ACK Asset Management

Companies in the ACK Asset Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Dycom Industries (DY) 12.38 540.00k -22% 45.89
Rogers Corporation (ROG) 10.92 190.00k NEW 115.08
Concrete Pumping Hldgs (BBCP) 9.28 4.29M -16% 4.33
EnerSys (ENS) 9.02 292.20k -24% 61.81
Quanta Services (PWR) 8.18 490.60k -28% 33.40
Bmc Stk Hldgs (BMCH) 7.81 783.00k -17% 19.96
Allied Motion Technologies (AMOT) 6.53 352.72k -6% 37.05
Builders FirstSource (BLDR) 5.18 533.38k -36% 19.43
Perspecta (PRSP) 4.36 353.77k NEW 24.69
Transcat (TRNS) 4.33 438.93k +4% 19.75
Vishay Precision (VPG) 4.17 247.89k -27% 33.66
Luna Innovations Incorporated (LUNA) 3.75 1.08M +58% 6.96
Kennedy-Wilson Holdings (KW) 3.33 487.80k NEW 13.66
Advanced Drain Sys Inc Del (WMS) 3.10 286.50k -66% 21.63
Mastercraft Boat Holdings (MCFT) 2.10 244.32k +62% 17.20
RealPage (RP) 1.75 60.00k NEW 58.52
Axon Enterprise (AAXN) 1.67 50.00k NEW 66.94
Parsons Corporation (PSN) 0.84 50.00k NEW 33.48
Schneider National Inc cl b (SNDR) 0.69 75.00k NEW 18.37
Materion Corporation (MTRN) 0.62 35.00k NEW 35.23

Past Filings by ACK Asset Management

View past SEC 13F filings by ACK Asset Management

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