ACK Asset Management

ACK Asset Management as of Dec. 31, 2017

Portfolio Holdings for ACK Asset Management

ACK Asset Management holds 32 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dycom Industries (DY) 9.0 $40M 360k 111.43
Astronics Corporation (ATRO) 8.6 $38M 927k 41.47
Advanced Drain Sys Inc Del (WMS) 8.0 $36M 1.5M 23.85
Milacron Holdings 6.0 $27M 1.4M 19.14
Genesee & Wyoming 5.2 $23M 295k 78.73
Visteon Corporation (VC) 4.9 $22M 175k 125.14
MasTec (MTZ) 4.4 $20M 400k 48.95
Playa Hotels & Resorts Nv (PLYA) 4.4 $20M 1.8M 10.79
Valmont Industries (VMI) 4.0 $18M 107k 165.85
Knight Swift Transn Hldgs (KNX) 3.9 $18M 400k 43.72
Continental Bldg Prods 3.4 $15M 537k 28.15
Materion Corporation (MTRN) 3.4 $15M 310k 48.60
Orion Engineered Carbons (OEC) 3.3 $15M 581k 25.60
Kennedy-Wilson Holdings (KW) 3.2 $14M 825k 17.35
Allied Motion Technologies (ALNT) 2.8 $13M 382k 33.09
Eagle Materials (EXP) 2.5 $11M 100k 113.30
SPECTRUM BRANDS Hldgs 2.5 $11M 100k 112.40
Wageworks 2.2 $10M 161k 62.00
ManTech International Corporation 2.1 $9.5M 190k 50.19
Covenant Transportation (CVLG) 2.1 $9.5M 332k 28.73
Rogers Corporation (ROG) 2.0 $9.0M 56k 161.93
Guaranty Bancshares (GNTY) 1.9 $8.4M 275k 30.65
Tfii Cn (TFII) 1.3 $5.9M 225k 26.12
FARO Technologies (FARO) 1.3 $5.6M 120k 47.00
Axon Enterprise (AXON) 1.2 $5.6M 210k 26.50
Cray 1.2 $5.4M 225k 24.20
Mercury Computer Systems (MRCY) 0.9 $4.1M 80k 51.35
Agilysys (AGYS) 0.9 $4.0M 324k 12.28
USA Truck 0.9 $3.9M 217k 18.13
Air Transport Services (ATSG) 0.8 $3.3M 144k 23.14
American Vanguard (AVD) 0.7 $3.1M 160k 19.65
Limbach Hldgs (LMB) 0.6 $2.8M 200k 13.83