ACK Asset Management as of Dec. 31, 2021
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 27 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| EnerSys (ENS) | 9.7 | $41M | 559k | 73.52 | |
| Materion Corporation (MTRN) | 6.2 | $26M | 415k | 63.62 | |
| Rumbleon (RMBL) | 6.1 | $26M | 716k | 36.23 | |
| Triumph (TGI) | 6.1 | $26M | 1.6M | 16.14 | |
| Gentherm (THRM) | 5.4 | $23M | 371k | 62.20 | |
| Onewater Marine Inc cl a (ONEW) | 4.7 | $20M | 455k | 44.26 | |
| Valmont Industries (VMI) | 4.5 | $19M | 108k | 178.16 | |
| Allied Motion Technologies (ALNT) | 4.5 | $19M | 695k | 27.37 | |
| ATS Automation Tooling Systems | 4.1 | $17M | 825k | 20.90 | |
| Latham Group (SWIM) | 3.9 | $17M | 1.0M | 15.99 | |
| Mastercraft Boat Holdings (MCFT) | 3.8 | $16M | 763k | 21.28 | |
| Malibu Boats (MBUU) | 3.7 | $16M | 211k | 73.94 | |
| Smartrent (SMRT) | 3.3 | $14M | 1.3M | 11.22 | |
| Luna Innovations Incorporated (LUNA) | 3.3 | $14M | 1.7M | 8.03 | |
| Thryv Hldgs (THRY) | 3.3 | $14M | 570k | 24.38 | |
| Mda Cn | 3.1 | $13M | 1.1M | 12.33 | |
| Ftc Solar (FTCI) | 2.9 | $12M | 1.5M | 8.06 | |
| Builders FirstSource (BLDR) | 2.6 | $11M | 551k | 19.94 | |
| Us Silica Hldgs (SLCA) | 2.6 | $11M | 2.0M | 5.52 | |
| Atlas Technical Consultants | 2.6 | $11M | 1.2M | 8.76 | |
| Titan Machinery (TITN) | 2.5 | $11M | 578k | 18.36 | |
| Snap One Holdings Corp (SNPO) | 2.5 | $11M | 515k | 20.45 | |
| Evolv Technologi (EVLV) | 2.5 | $11M | 1.2M | 9.00 | |
| John Bean Technologies Corporation (JBT) | 2.2 | $9.3M | 79k | 117.55 | |
| NVE Corporation (NVEC) | 2.0 | $8.6M | 133k | 64.97 | |
| Evi Industries (EVI) | 1.1 | $4.8M | 156k | 30.58 | |
| Agilysys (AGYS) | 0.8 | $3.3M | 114k | 29.16 |
