ACK Asset Management as of March 31, 2025
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 20 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 9.6 | $58M | 383k | 152.34 | |
| EnerSys (ENS) | 9.4 | $57M | 624k | 91.58 | |
| MasTec (MTZ) | 8.9 | $54M | 463k | 116.71 | |
| Ats (ATS) | 8.2 | $50M | 2.0M | 24.93 | |
| Astronics Corporation (ATRO) | 8.2 | $50M | 2.1M | 24.17 | |
| John Bean Technologies Corporation (JBTM) | 7.4 | $45M | 370k | 122.20 | |
| Materion Corporation (MTRN) | 6.2 | $38M | 459k | 81.60 | |
| Rogers Corporation (ROG) | 5.7 | $35M | 518k | 67.53 | |
| Myr (MYRG) | 5.2 | $32M | 279k | 113.09 | |
| CECO Environmental (CECO) | 4.5 | $27M | 1.2M | 22.80 | |
| Mirion Technologies Inc - US (MIR) | 3.9 | $24M | 1.6M | 14.50 | |
| Clearfield (CLFD) | 3.4 | $20M | 687k | 29.72 | |
| Centuri Holdings (CTRI) | 3.3 | $20M | 1.2M | 16.39 | |
| Mrc Global Inc cmn (MRC) | 3.0 | $18M | 1.6M | 11.48 | |
| Masterbrand Inc-w/i (MBC) | 2.8 | $17M | 1.3M | 13.06 | |
| Bird Construction (BIRDF) | 2.8 | $17M | 1.1M | 15.13 | |
| Matrix Service Company (MTRX) | 2.4 | $15M | 1.2M | 12.43 | |
| Granite Construction (GVA) | 2.4 | $14M | 191k | 75.40 | |
| Siteone Landscape Supply (SITE) | 2.0 | $12M | 100k | 121.44 | |
| Nlight (LASR) | 1.0 | $5.9M | 754k | 7.77 |
