ACK Asset Management as of June 30, 2025
Portfolio Holdings for ACK Asset Management
ACK Asset Management holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Astronics Corporation (ATRO) | 9.1 | $69M | 2.1M | 33.48 | |
| Ats (ATS) | 7.7 | $59M | 1.8M | 31.88 | |
| Dycom Industries (DY) | 7.2 | $55M | 225k | 244.39 | |
| Granite Construction (GVA) | 6.7 | $51M | 545k | 93.51 | |
| EnerSys (ENS) | 6.6 | $50M | 584k | 85.77 | |
| Myr (MYRG) | 6.3 | $48M | 265k | 181.45 | |
| Centuri Holdings (CTRI) | 6.0 | $46M | 2.0M | 22.44 | |
| John Bean Technologies Corporation (JBTM) | 5.5 | $42M | 351k | 120.26 | |
| Materion Corporation (MTRN) | 5.5 | $42M | 525k | 79.37 | |
| Albany International (AIN) | 5.4 | $41M | 585k | 70.13 | |
| Regal-beloit Corporation (RRX) | 5.2 | $40M | 275k | 144.96 | |
| Advanced Drain Sys Inc Del (WMS) | 5.2 | $40M | 345k | 114.86 | |
| Mrc Global Inc cmn (MRC) | 4.1 | $31M | 2.3M | 13.71 | |
| Siteone Landscape Supply (SITE) | 4.0 | $30M | 250k | 120.94 | |
| Mirion Technologies Inc - US (MIR) | 3.8 | $29M | 1.3M | 21.53 | |
| Clearfield (CLFD) | 3.6 | $27M | 625k | 43.41 | |
| MasTec (MTZ) | 2.8 | $21M | 125k | 170.43 | |
| Matrix Service Company (MTRX) | 1.9 | $15M | 1.1M | 13.51 | |
| Newpark Resources (NPKI) | 1.4 | $10M | 1.2M | 8.51 | |
| Custom Truck One (CTOS) | 1.2 | $9.3M | 1.9M | 4.94 | |
| DXP Enterprises (DXPE) | 0.9 | $6.6M | 76k | 87.65 |
