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...
268.18
-2.1% 382.8K -14.07% 58.32M 115.09 9.58% Share
2 ENS EnerSys
99.11
-1.29% 624.32K -6.96% 57.18M 73.35 9.39% Share
3 MTZ MasTec, Inc.
177.97
-1.99% 462.7K -12.99% 54M 75.45 8.87% Share
4 ATS ATS Corporation
28.35
-2.11% 2.01M -3.82% 50.19M 32.72 8.24% Share
5 ATRO Astronics Corpo...
32.86
-4.06% 2.06M 0.00% 49.79M 14.23 8.18% Share
6 JBTM JBT Marel Corpo...
140.31
-3.66% 369.8K -7.55% 45.19M 127.1 7.42% Share
7 MTRN Materion Corpor...
112.81
+0.36% 459.2K -7.19% 37.47M 73.28 6.15% Share
8 ROG Rogers Corporat...
76.52
-1.84% 517.5K -10.78% 34.95M 119.61 5.74% Share
9 MYRG MYR Group Inc.
181.50
-2.75% 279.1K +39.55% 31.56M 138.66 5.18% Share
10 CECO CECO Environmen...
44.63
-3.09% 1.2M -5.58% 27.38M 11.65 4.50% Share
11 MIR Mirion Technolo...
20.63
-6.78% 1.62M -10.83% 23.47M 10.71 3.85% Share
12 CLFD Clearfield, Inc...
31.47
-6.98% 687.2K -4.56% 20.42M 29.86 3.35% Share
13 CTRI Centuri Holding...
20.52
-0.44% 1.22M -6.11% 20.01M 19.31 3.29% Share
14 MRC MRC Global Inc.
14.00
-0.64% 1.56M +184.55% 17.97M 11.94 2.95% Share
15 MBC MasterBrand, In...
12.72
-4.22% 1.3M -11.69% 17.01M 16.34 2.79% Share
16 MTRX Matrix Service ...
14.79
-2.5% 1.18M +0.36% 14.72M 11.67 2.42% Share
17 GVA Granite Constru...
110.80
-0.44% 190.7K -32.85% 14.38M 60.24 2.36% Share
18 SITE SiteOne Landsca...
141.34
-3.32% 100K +100.00% 12.14M 121.44 1.99% Share
19 LASR nLIGHT, Inc.
26.23
-3.74% 754K +100.00% 5.86M 7.77 0.96% Share