ACK Asset Management as of Dec. 31, 2022
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 25 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Materion Corporation (MTRN) | 8.3 | $45M | 516k | 87.51 | |
| Emcor (EME) | 8.2 | $44M | 300k | 148.11 | |
| Rogers Corporation (ROG) | 8.1 | $44M | 370k | 119.34 | |
| EnerSys (ENS) | 7.5 | $41M | 552k | 73.84 | |
| Dycom Industries (DY) | 7.1 | $39M | 415k | 93.60 | |
| MasTec (MTZ) | 6.9 | $38M | 440k | 85.33 | |
| Ats (ATS) | 6.1 | $33M | 1.1M | 31.09 | |
| Allied Motion Technologies (ALNT) | 5.2 | $28M | 807k | 34.81 | |
| Atkore Intl (ATKR) | 5.1 | $28M | 245k | 113.42 | |
| Titan Machinery (TITN) | 5.0 | $27M | 680k | 39.73 | |
| Gentherm (THRM) | 4.7 | $25M | 389k | 65.29 | |
| Zurn Water Solutions Corp Zws (ZWS) | 3.3 | $18M | 845k | 21.15 | |
| Thryv Hldgs (THRY) | 3.1 | $17M | 876k | 19.00 | |
| Luna Innovations Incorporated (LUNA) | 3.0 | $16M | 1.8M | 8.79 | |
| Energy Recovery (ERII) | 2.7 | $15M | 727k | 20.49 | |
| Mastercraft Boat Holdings (MCFT) | 2.6 | $14M | 557k | 25.87 | |
| Helios Technologies (HLIO) | 2.5 | $14M | 255k | 54.44 | |
| Altra Holdings | 2.1 | $11M | 187k | 59.75 | |
| Astronics Corporation (ATRO) | 1.7 | $9.0M | 875k | 10.30 | |
| Onewater Marine Inc cl a (ONEW) | 1.7 | $9.0M | 315k | 28.60 | |
| Mda Cn | 1.2 | $6.7M | 1.4M | 4.73 | |
| Atlas Technical Consultants | 1.2 | $6.6M | 1.3M | 5.15 | |
| Builders FirstSource (BLDR) | 1.2 | $6.6M | 101k | 64.88 | |
| CTS Corporation (CTS) | 1.1 | $6.2M | 157k | 39.42 | |
| Powell Industries (POWL) | 0.5 | $2.9M | 83k | 35.18 |
