ACK Asset Management as of Dec. 31, 2019
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 23 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 10.4 | $36M | 700k | 51.09 | |
| EnerSys (ENS) | 7.2 | $25M | 389k | 63.69 | |
| Air Transport Services (ATSG) | 7.1 | $25M | 1.2M | 20.85 | |
| Quanta Services (PWR) | 6.8 | $24M | 687k | 34.23 | |
| Concrete Pumping Hldgs (BBCP) | 6.6 | $23M | 5.1M | 4.43 | |
| Kirby Corporation (KEX) | 6.3 | $22M | 275k | 78.78 | |
| Comfort Systems USA (FIX) | 5.8 | $20M | 460k | 43.21 | |
| Bmc Stk Hldgs | 5.7 | $20M | 947k | 20.90 | |
| Advanced Drain Sys Inc Del (WMS) | 5.4 | $19M | 860k | 21.52 | |
| Builders FirstSource (BLDR) | 4.9 | $17M | 846k | 19.84 | |
| Nv5 Holding (NVEE) | 4.8 | $17M | 348k | 47.47 | |
| Altra Holdings | 4.5 | $15M | 500k | 30.73 | |
| Allied Motion Technologies (ALNT) | 4.1 | $14M | 376k | 37.33 | |
| Tfii Cn (TFII) | 3.9 | $14M | 460k | 29.40 | |
| Triumph Ban (TFIN) | 3.6 | $13M | 355k | 35.38 | |
| Vishay Precision (VPG) | 3.4 | $12M | 340k | 34.68 | |
| Mistras (MG) | 2.8 | $9.7M | 633k | 15.27 | |
| Herc Hldgs (HRI) | 2.3 | $8.0M | 230k | 34.61 | |
| Transcat (TRNS) | 2.3 | $7.9M | 422k | 18.70 | |
| Luna Innovations Incorporated (LUNA) | 1.3 | $4.5M | 682k | 6.59 | |
| Mastercraft Boat Holdings (MCFT) | 0.7 | $2.5M | 150k | 16.91 | |
| Stz 200110c00195000 call | 0.0 | $146k | 600.00 | 243.33 | |
| Norwegian Cruise Line Holdings | 0.0 | $96k | 1.8k | 53.33 |
