ACK Asset Management as of Sept. 30, 2023
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 21 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| EnerSys (ENS) | 7.9 | $54M | 573k | 94.67 | |
| Atkore Intl (ATKR) | 7.8 | $54M | 360k | 149.19 | |
| Ats (ATS) | 7.6 | $52M | 1.2M | 42.62 | |
| Materion Corporation (MTRN) | 7.1 | $49M | 481k | 101.91 | |
| Rogers Corporation (ROG) | 7.1 | $49M | 370k | 131.47 | |
| Emcor (EME) | 7.0 | $48M | 230k | 210.39 | |
| Zurn Water Solutions Corp Zws (ZWS) | 6.9 | $48M | 1.7M | 28.02 | |
| Core & Main (CNM) | 5.5 | $38M | 1.3M | 28.85 | |
| Neogen Corporation (NEOG) | 5.4 | $37M | 2.0M | 18.54 | |
| MasTec (MTZ) | 5.3 | $36M | 505k | 71.97 | |
| Helios Technologies (HLIO) | 4.3 | $30M | 535k | 55.48 | |
| Valmont Industries (VMI) | 3.8 | $26M | 110k | 240.21 | |
| Allied Motion Technologies (ALNT) | 3.6 | $25M | 807k | 30.92 | |
| Astronics Corporation (ATRO) | 3.5 | $24M | 1.5M | 15.86 | |
| Mda Cn | 3.0 | $21M | 2.4M | 8.47 | |
| Array Technologies (ARRY) | 2.7 | $19M | 850k | 22.19 | |
| Energy Recovery (ERII) | 2.7 | $19M | 877k | 21.21 | |
| Titan Machinery (TITN) | 2.5 | $18M | 660k | 26.58 | |
| Thryv Hldgs (THRY) | 2.5 | $17M | 901k | 18.77 | |
| Smartrent (SMRT) | 2.2 | $15M | 5.9M | 2.61 | |
| Luna Innovations Incorporated (LUNA) | 1.6 | $11M | 1.8M | 5.86 |
