ACK Asset Management as of Dec. 31, 2024
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 22 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 10.4 | $78M | 446k | 174.06 | |
| MasTec (MTZ) | 9.7 | $72M | 532k | 136.14 | |
| Ats (ATS) | 8.5 | $64M | 2.1M | 30.48 | |
| EnerSys (ENS) | 8.3 | $62M | 671k | 92.43 | |
| Rogers Corporation (ROG) | 7.9 | $59M | 580k | 101.61 | |
| John Bean Technologies Corporation (JBTM) | 6.8 | $51M | 400k | 127.10 | |
| Materion Corporation (MTRN) | 6.6 | $49M | 495k | 98.88 | |
| CECO Environmental (CECO) | 5.2 | $39M | 1.3M | 30.23 | |
| Astronics Corporation (ATRO) | 4.4 | $33M | 2.1M | 15.96 | |
| Mirion Technologies Inc - US (MIR) | 4.2 | $32M | 1.8M | 17.45 | |
| Myr (MYRG) | 4.0 | $30M | 200k | 148.77 | |
| Centuri Holdings (CTRI) | 3.4 | $25M | 1.3M | 19.31 | |
| Granite Construction (GVA) | 3.3 | $25M | 284k | 87.71 | |
| Clearfield (CLFD) | 3.0 | $22M | 720k | 31.00 | |
| Masterbrand Inc-w/i (MBC) | 2.9 | $22M | 1.5M | 14.61 | |
| Element Solutions (ESI) | 2.6 | $19M | 750k | 25.43 | |
| Neogen Corporation (NEOG) | 2.0 | $15M | 1.2M | 12.14 | |
| Aptiv Holdings (APTV) | 1.9 | $15M | 240k | 60.48 | |
| Matrix Service Company (MTRX) | 1.9 | $14M | 1.2M | 11.97 | |
| BorgWarner (BWA) | 1.5 | $11M | 351k | 31.79 | |
| Mrc Global Inc cmn (MRC) | 0.9 | $7.0M | 550k | 12.78 | |
| Transcat (TRNS) | 0.6 | $4.8M | 45k | 105.74 |
