ACK Asset Management LLC
20 holdingsFiling period: 2026-03-31Current AUM: $891.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MTRN | MTRN | 474.8K | $68.7M | $100.1M | 11.24% | -- | 2026-03-31 |
| 2 | WMS | WMS | 390.0K | $53.5M | $54.0M | 6.06% | -- | 2026-03-31 |
| 3 | ATS | ATS | 1.85M | $52.1M | $50.3M | 5.64% | -- | 2026-03-31 |
| 4 | ROG | ROG | 475.0K | $51.0M | $58.6M | 6.58% | +38.3K | 2026-03-31 |
| 5 | HLIO | HLIO | 780.4K | $50.5M | $60.8M | 6.82% | -- | 2026-03-31 |
| 6 | LFUS | LFUS | 135.0K | $45.8M | $59.7M | 6.70% | -- | 2026-03-31 |
| 7 | CNM | CNM | 900.0K | $44.5M | $39.6M | 4.44% | -- | 2026-03-31 |
| 8 | NOVT | NOVT | 375.0K | $44.3M | $53.5M | 6.00% | -- | 2026-03-31 |
| 9 | SITE | SITE | 330.0K | $43.9M | $31.2M | 3.50% | -- | 2026-03-31 |
| 10 | ASTE | ASTE | 786.5K | $42.3M | $39.8M | 4.47% | -- | 2026-03-31 |
| 11 | — | JHX | 2.10M | $39.8M | $39.8M | 4.46% | -- | 2026-03-31 |
| 12 | DXPE | DXPE | 260.0K | $36.3M | $40.8M | 4.58% | +20.0K | 2026-03-31 |
| 13 | CDNL | CDNL | 874.0K | $34.7M | $54.1M | 6.07% | +29.4K | 2026-03-31 |
| 14 | EXP | EXP | 165.0K | $31.3M | $33.8M | 3.80% | -- | 2026-03-31 |
| 15 | MBC | MBC | 3.70M | $30.7M | $30.5M | 3.43% | +1.40M | 2026-03-31 |
| 16 | GVA | GVA | 250.0K | $30.0M | $30.2M | 3.39% | -250,000 | 2026-03-31 |
| 17 | CTS | CTS | 584.0K | $27.9M | $37.4M | 4.20% | -- | 2026-03-31 |
| 18 | SWIM | SWIM | 5.16M | $27.7M | $27.7M | 3.10% | -- | 2026-03-31 |
| 19 | — | AERO-SWX | 830.0K | $26.8M | $26.8M | 3.01% | +675.1K | 2026-03-31 |
| 20 | CLFD | CLFD | 735.2K | $19.5M | $22.2M | 2.50% | +110.0K | 2026-03-31 |
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