ACK Asset Management as of June 30, 2022
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 21 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Materion Corporation (MTRN) | 8.7 | $31M | 420k | 73.73 | |
| Valmont Industries (VMI) | 8.4 | $30M | 134k | 224.63 | |
| Emcor (EME) | 7.8 | $28M | 270k | 102.96 | |
| ATS Automation Tooling Systems | 7.4 | $26M | 961k | 27.45 | |
| John Bean Technologies Corporation (JBT) | 6.8 | $24M | 220k | 110.42 | |
| Gentherm (THRM) | 6.4 | $23M | 365k | 62.41 | |
| Builders FirstSource (BLDR) | 5.4 | $19M | 360k | 53.70 | |
| Allied Motion Technologies (ALNT) | 5.0 | $18M | 777k | 22.84 | |
| Thryv Hldgs (THRY) | 4.9 | $17M | 775k | 22.39 | |
| Mastercraft Boat Holdings (MCFT) | 4.5 | $16M | 772k | 21.05 | |
| Onewater Marine Inc cl a (ONEW) | 4.3 | $15M | 460k | 33.05 | |
| Energy Recovery (ERII) | 3.9 | $14M | 717k | 19.42 | |
| Titan Machinery (TITN) | 3.9 | $14M | 620k | 22.41 | |
| Air Transport Services (ATSG) | 3.8 | $14M | 475k | 28.73 | |
| EnerSys (ENS) | 3.6 | $13M | 220k | 58.96 | |
| Altra Holdings | 3.5 | $12M | 350k | 35.25 | |
| Luna Innovations Incorporated (LUNA) | 3.0 | $11M | 1.8M | 5.83 | |
| Latham Group (SWIM) | 2.9 | $10M | 1.5M | 6.93 | |
| Mda Cn (MDALF) | 2.4 | $8.6M | 1.4M | 6.20 | |
| Dycom Industries (DY) | 2.2 | $7.7M | 83k | 93.04 | |
| Atlas Technical Consultants | 1.4 | $4.9M | 936k | 5.26 |
