ACK Asset Management as of Sept. 30, 2019
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 25 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Drain Sys Inc Del (WMS) | 8.2 | $29M | 1.2M | 23.79 | |
| EnerSys (ENS) | 7.9 | $28M | 436k | 64.16 | |
| Air Transport Services (ATSG) | 7.0 | $25M | 1.2M | 20.85 | |
| Quanta Services (PWR) | 6.6 | $24M | 690k | 34.23 | |
| Concrete Pumping Hldgs (BBCP) | 6.4 | $23M | 5.2M | 4.43 | |
| Dycom Industries (DY) | 6.0 | $21M | 415k | 51.61 | |
| Bmc Stk Hldgs | 6.0 | $21M | 1.0M | 21.13 | |
| Comfort Systems USA (FIX) | 5.8 | $21M | 475k | 43.23 | |
| Astronics Corporation (ATRO) | 5.4 | $19M | 725k | 26.50 | |
| Builders FirstSource (BLDR) | 4.7 | $17M | 850k | 19.84 | |
| Kirby Corporation (KEX) | 4.2 | $15M | 195k | 76.69 | |
| Tfii Cn (TFII) | 3.8 | $14M | 460k | 29.40 | |
| Allied Motion Technologies (ALNT) | 3.7 | $13M | 353k | 36.89 | |
| Herc Hldgs (HRI) | 3.5 | $13M | 341k | 36.70 | |
| Lgi Homes (LGIH) | 3.3 | $12M | 179k | 65.99 | |
| PGT | 3.2 | $11M | 695k | 16.24 | |
| Knight Swift Transn Hldgs (KNX) | 2.5 | $8.8M | 255k | 34.62 | |
| I3 Verticals (IIIV) | 2.5 | $8.7M | 380k | 23.02 | |
| Transcat (TRNS) | 2.3 | $8.3M | 440k | 18.88 | |
| U.s. Concrete Inc Cmn | 1.8 | $6.3M | 155k | 40.45 | |
| Hub (HUBG) | 1.4 | $5.2M | 114k | 45.18 | |
| Mistras (MG) | 1.2 | $4.3M | 262k | 16.30 | |
| Kennedy-Wilson Holdings (KW) | 1.2 | $4.2M | 310k | 13.44 | |
| Mobileiron | 0.7 | $2.6M | 530k | 4.91 | |
| Team | 0.7 | $2.4M | 130k | 18.56 |
