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 |
