Ack Asset Management LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Ack Asset Management LLC

CIK Number: 0001510940

761.43M
Market Value
19
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 DY Dycom Industrie...
274.38
-0.78% 382.8K -14.07% 58.32M 115.09 9.58% Share
2 ENS EnerSys
109.88
+0.18% 624.32K -6.96% 57.18M 73.35 9.39% Share
3 MTZ MasTec, Inc.
204.44
-0.73% 462.7K -12.99% 54M 75.45 8.87% Share
4 ATS ATS Corporation
26.29
-3.1% 2.01M -3.82% 50.19M 32.72 8.24% Share
5 ATRO Astronics Corpo...
43.72
+2.34% 2.06M 0.00% 49.79M 14.23 8.18% Share
6 JBTM JBT Marel Corpo...
136.32
+0.01% 369.8K -7.55% 45.19M 127.1 7.42% Share
7 MTRN Materion Corpor...
117.95
-0.62% 459.2K -7.19% 37.47M 73.28 6.15% Share
8 ROG Rogers Corporat...
78.93
-0.98% 517.5K -10.78% 34.95M 119.61 5.74% Share
9 MYRG MYR Group Inc.
192.88
+1.84% 279.1K +39.55% 31.56M 138.66 5.18% Share
10 CECO CECO Environmen...
49.70
-0.38% 1.2M -5.58% 27.38M 11.65 4.50% Share
11 MIR Mirion Technolo...
21.43
-2.46% 1.62M -10.83% 23.47M 10.71 3.85% Share
12 CLFD Clearfield, Inc...
33.73
-0.74% 687.2K -4.56% 20.42M 29.86 3.35% Share
13 CTRI Centuri Holding...
20.64
-3.14% 1.22M -6.11% 20.01M 19.31 3.29% Share
14 MRC MRC Global Inc.
14.51
-0.82% 1.56M +184.55% 17.97M 11.94 2.95% Share
15 MBC MasterBrand, In...
12.90
-0.46% 1.3M -11.69% 17.01M 16.34 2.79% Share
16 MTRX Matrix Service ...
13.04
-0.38% 1.18M +0.36% 14.72M 11.67 2.42% Share
17 GVA Granite Constru...
108.69
-0.28% 190.7K -32.85% 14.38M 60.24 2.36% Share
18 SITE SiteOne Landsca...
128.41
-1.67% 100K +100.00% 12.14M 121.44 1.99% Share
19 LASR nLIGHT, Inc.
28.04
-3.74% 754K +100.00% 5.86M 7.77 0.96% Share
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