ACK Asset Management as of June 30, 2019
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 26 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Drain Sys Inc Del (WMS) | 7.2 | $25M | 1.1M | 21.89 | |
| Concrete Pumping Hldgs (BBCP) | 6.8 | $23M | 5.2M | 4.50 | |
| Astronics Corporation (ATRO) | 6.0 | $21M | 775k | 26.55 | |
| EnerSys (ENS) | 5.9 | $21M | 315k | 65.00 | |
| U.s. Concrete Inc Cmn | 5.9 | $20M | 472k | 43.12 | |
| Bmc Stk Hldgs | 5.6 | $19M | 935k | 20.48 | |
| Topbuild (BLD) | 5.3 | $18M | 255k | 71.38 | |
| Air Transport Services (ATSG) | 5.1 | $18M | 850k | 20.77 | |
| Dycom Industries (DY) | 4.8 | $17M | 315k | 52.91 | |
| I3 Verticals (IIIV) | 4.4 | $15M | 645k | 23.65 | |
| Lgi Homes (LGIH) | 4.4 | $15M | 228k | 66.66 | |
| Kirby Corporation (KEX) | 4.2 | $14M | 180k | 79.64 | |
| Herc Hldgs (HRI) | 3.4 | $12M | 333k | 35.35 | |
| Mobileiron | 3.3 | $12M | 2.3M | 4.99 | |
| Science App Int'l (SAIC) | 3.2 | $11M | 150k | 74.30 | |
| PGT | 3.2 | $11M | 686k | 16.19 | |
| Gms (GMS) | 3.1 | $11M | 595k | 17.89 | |
| Mix Telematics Ltd - | 3.0 | $10M | 648k | 15.97 | |
| Milacron Holdings | 2.8 | $9.5M | 680k | 13.97 | |
| Forrester Research (FORR) | 2.5 | $8.5M | 193k | 43.98 | |
| Kennedy-Wilson Holdings (KW) | 2.4 | $8.3M | 558k | 14.80 | |
| Nlight (LASR) | 2.3 | $7.9M | 372k | 21.15 | |
| Transcat (TRNS) | 2.2 | $7.4M | 410k | 18.11 | |
| Rudolph Technologies | 1.7 | $5.7M | 236k | 24.30 | |
| Allied Motion Technologies (ALNT) | 0.9 | $2.9M | 79k | 37.10 | |
| Mayville Engineering (MEC) | 0.5 | $1.7M | 100k | 16.86 |
