ACK Asset Management LLC Buys Concrete Pumping Holdings Inc, NV5 Global Inc, Altra Industrial Motion Corp, Sells Astronics Corp, LGI Homes Inc, PGT Innovations Inc

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Feb 14, 2020
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Scarsdale, NY, based Investment company ACK Asset Management LLC (Current Portfolio) buys Concrete Pumping Holdings Inc, NV5 Global Inc, Altra Industrial Motion Corp, Dycom Industries Inc, Triumph Bancorp Inc, sells Astronics Corp, LGI Homes Inc, PGT Innovations Inc, Advanced Drainage Systems Inc, Knight-Swift Transportation Holdings Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, ACK Asset Management LLC. As of 2019Q4, ACK Asset Management LLC owns 21 stocks with a total value of $344 million. These are the details of the buys and sells.

For the details of ACK Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ack+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of ACK Asset Management LLC
  1. Dycom Industries Inc (DY) - 700,000 shares, 10.38% of the total portfolio. Shares added by 68.67%
  2. EnerSys (ENS) - 389,200 shares, 7.20% of the total portfolio. Shares reduced by 10.77%
  3. Air Transport Services Group Inc (ATSG) - 1,179,400 shares, 7.14% of the total portfolio. Shares reduced by 0.47%
  4. Quanta Services Inc (PWR) - 686,800 shares, 6.83% of the total portfolio. Shares reduced by 0.46%
  5. Concrete Pumping Holdings Inc (BBCP) - 5,141,765 shares, 6.61% of the total portfolio. New Position
New Purchase: Concrete Pumping Holdings Inc (BBCP)

ACK Asset Management LLC initiated holding in Concrete Pumping Holdings Inc. The purchase prices were between $3.25 and $5.6, with an estimated average price of $4.09. The stock is now traded at around $5.40. The impact to a portfolio due to this purchase was 6.61%. The holding were 5,141,765 shares as of .

New Purchase: NV5 Global Inc (NVEE)

ACK Asset Management LLC initiated holding in NV5 Global Inc. The purchase prices were between $45.02 and $74.18, with an estimated average price of $57.84. The stock is now traded at around $64.12. The impact to a portfolio due to this purchase was 4.79%. The holding were 347,500 shares as of .

New Purchase: Altra Industrial Motion Corp (AIMC)

ACK Asset Management LLC initiated holding in Altra Industrial Motion Corp. The purchase prices were between $25.24 and $36.21, with an estimated average price of $31.95. The stock is now traded at around $37.40. The impact to a portfolio due to this purchase was 4.46%. The holding were 500,000 shares as of .

New Purchase: Triumph Bancorp Inc (TBK)

ACK Asset Management LLC initiated holding in Triumph Bancorp Inc. The purchase prices were between $30.26 and $38.93, with an estimated average price of $34.65. The stock is now traded at around $42.00. The impact to a portfolio due to this purchase was 3.65%. The holding were 355,000 shares as of .

New Purchase: Vishay Precision Group Inc (VPG)

ACK Asset Management LLC initiated holding in Vishay Precision Group Inc. The purchase prices were between $30.57 and $37.11, with an estimated average price of $33.63. The stock is now traded at around $34.14. The impact to a portfolio due to this purchase was 3.42%. The holding were 340,000 shares as of .

New Purchase: Luna Innovations Inc (LUNA)

ACK Asset Management LLC initiated holding in Luna Innovations Inc. The purchase prices were between $5.44 and $7.78, with an estimated average price of $6.63. The stock is now traded at around $8.95. The impact to a portfolio due to this purchase was 1.3%. The holding were 681,560 shares as of .

Added: Dycom Industries Inc (DY)

ACK Asset Management LLC added to a holding in Dycom Industries Inc by 68.67%. The purchase prices were between $45.19 and $54.36, with an estimated average price of $48.73. The stock is now traded at around $43.75. The impact to a portfolio due to this purchase was 4.23%. The holding were 700,000 shares as of .

Added: Kirby Corp (KEX)

ACK Asset Management LLC added to a holding in Kirby Corp by 41.39%. The purchase prices were between $78.14 and $89.63, with an estimated average price of $83.01. The stock is now traded at around $75.66. The impact to a portfolio due to this purchase was 1.84%. The holding were 275,000 shares as of .

Added: MISTRAS Group Inc (MG)

ACK Asset Management LLC added to a holding in MISTRAS Group Inc by 141.60%. The purchase prices were between $13.03 and $16.53, with an estimated average price of $14.1. The stock is now traded at around $9.91. The impact to a portfolio due to this purchase was 1.65%. The holding were 633,000 shares as of .

Sold Out: Astronics Corp (ATRO)

ACK Asset Management LLC sold out a holding in Astronics Corp. The sale prices were between $27.95 and $31.5, with an estimated average price of $29.46.

Sold Out: LGI Homes Inc (LGIH)

ACK Asset Management LLC sold out a holding in LGI Homes Inc. The sale prices were between $69.21 and $87.68, with an estimated average price of $75.86.

Sold Out: PGT Innovations Inc (PGTI)

ACK Asset Management LLC sold out a holding in PGT Innovations Inc. The sale prices were between $13.89 and $18.35, with an estimated average price of $15.85.

Sold Out: Knight-Swift Transportation Holdings Inc (KNX)

ACK Asset Management LLC sold out a holding in Knight-Swift Transportation Holdings Inc. The sale prices were between $34.22 and $38.66, with an estimated average price of $36.74.

Sold Out: i3 Verticals Inc (IIIV)

ACK Asset Management LLC sold out a holding in i3 Verticals Inc. The sale prices were between $19.18 and $29.36, with an estimated average price of $23.78.

Sold Out: US Concrete Inc (USCR)

ACK Asset Management LLC sold out a holding in US Concrete Inc. The sale prices were between $37.9 and $55.12, with an estimated average price of $45.54.



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