ACK Asset Management as of Sept. 30, 2022
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 23 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Emcor (EME) | 9.2 | $35M | 300k | 115.48 | |
| Materion Corporation (MTRN) | 8.9 | $34M | 420k | 80.00 | |
| EnerSys (ENS) | 7.1 | $27M | 460k | 58.17 | |
| ATS Automation Tooling Systems | 6.7 | $25M | 961k | 26.39 | |
| Allied Motion Technologies (ALNT) | 6.0 | $23M | 792k | 28.62 | |
| John Bean Technologies Corporation (JBT) | 5.7 | $22M | 250k | 86.00 | |
| Thryv Hldgs (THRY) | 5.2 | $20M | 863k | 22.83 | |
| Altra Holdings | 5.2 | $20M | 585k | 33.62 | |
| MasTec (MTZ) | 5.1 | $19M | 305k | 63.50 | |
| Titan Machinery (TITN) | 5.0 | $19M | 670k | 28.26 | |
| Gentherm (THRM) | 4.6 | $17M | 348k | 49.73 | |
| Energy Recovery (ERII) | 4.1 | $16M | 717k | 21.74 | |
| Valmont Industries (VMI) | 3.5 | $13M | 49k | 268.62 | |
| Dycom Industries (DY) | 3.3 | $12M | 130k | 95.53 | |
| Mastercraft Boat Holdings (MCFT) | 2.9 | $11M | 572k | 18.85 | |
| Builders FirstSource (BLDR) | 2.8 | $11M | 180k | 58.92 | |
| Onewater Marine Inc cl a (ONEW) | 2.6 | $9.9M | 330k | 30.11 | |
| Helios Technologies (HLIO) | 2.3 | $8.6M | 170k | 50.60 | |
| Atlas Technical Consultants | 2.2 | $8.3M | 1.2M | 6.65 | |
| Luna Innovations Incorporated (LUNA) | 2.2 | $8.1M | 1.8M | 4.44 | |
| Mda Cn | 1.9 | $7.3M | 1.4M | 5.25 | |
| Us Silica Hldgs (SLCA) | 1.9 | $7.1M | 650k | 10.95 | |
| Infra And Energy Altrntive I | 1.7 | $6.2M | 461k | 13.54 |
