ACK Asset Management as of March 31, 2024
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 20 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Core & Main (CNM) | 9.0 | $77M | 1.4M | 57.25 | |
| Dycom Industries (DY) | 9.0 | $77M | 536k | 143.53 | |
| Atkore Intl (ATKR) | 8.6 | $74M | 390k | 190.36 | |
| MasTec (MTZ) | 8.4 | $72M | 772k | 93.25 | |
| EnerSys (ENS) | 7.9 | $68M | 715k | 94.46 | |
| Materion Corporation (MTRN) | 7.4 | $63M | 481k | 131.75 | |
| Rogers Corporation (ROG) | 7.2 | $62M | 520k | 118.69 | |
| Ats (ATS) | 6.1 | $52M | 1.5M | 33.72 | |
| Janus International Group In (JBI) | 6.0 | $51M | 3.4M | 15.13 | |
| Zurn Water Solutions Corp Zws (ZWS) | 4.9 | $42M | 1.3M | 33.47 | |
| Array Technologies (ARRY) | 4.6 | $39M | 2.6M | 14.91 | |
| Neogen Corporation (NEOG) | 3.8 | $33M | 2.1M | 15.78 | |
| Mda Cn | 3.7 | $32M | 3.0M | 10.88 | |
| Astronics Corporation (ATRO) | 3.7 | $32M | 1.7M | 19.04 | |
| Clearfield (CLFD) | 2.4 | $21M | 665k | 30.84 | |
| Allied Motion Technologies (ALNT) | 2.2 | $19M | 527k | 35.68 | |
| Thryv Hldgs (THRY) | 2.0 | $17M | 762k | 22.23 | |
| Titan Machinery (TITN) | 1.5 | $13M | 510k | 24.81 | |
| Smartrent (SMRT) | 1.3 | $11M | 4.2M | 2.68 | |
| Luna Innovations Incorporated (LUNA) | 0.5 | $3.9M | 1.2M | 3.21 |
