AA

ACK Asset Management LLC

13F
ACK Asset Management LLC
Last update 2025-05-13 20 Stocks (3 new)
Value $609.00 Mil Turnover 9 %
Countries:
Top Holdings: DY(9.58%)ENS(9.39%)MTZ(8.87%)ATS(8.24%)ATRO(8.18%)
Summary Stock Picks Current Portfolio
ACK Asset Management LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DY
Dycom Industries Inc
382,800
58,315.8
-14.07%
9.580
-1.46%
1.330
+62.36%
+49.95%
7,549.4
Construction
ENS
EnerSys
624,324
57,175.6
-6.96%
9.390
-0.58%
1.580
+13.66%
+2.67%
3,643.2
Industrial Products
MTZ
MasTec Inc
462,700
54,001.7
-12.99%
8.870
-1.26%
0.590
+54.03%
+33.97%
14,391.1
Construction
ATS
ATS Corp
2,013,196
50,189.0
-3.82%
8.240
-0.33%
2.060
+25.99%
+2.89%
3,045.2
Industrial Products
ATRO
Astronics Corp
2,060,000
49,790.2
0%
8.180
0%
5.820
+69.50%
+117.29%
1,227.8
Aerospace & Defense
JBTM
JBT Marel Corp
369,800
45,189.6
-7.55%
7.420
-0.51%
0.710
+37.08%
+6.70%
7,036.6
Industrial Products
MTRN
Materion Corp
459,200
37,470.7
-7.19%
6.150
-0.47%
2.210
+21.28%
-1.22%
2,026.7
Metals & Mining
ROG
Rogers Corp
517,500
34,946.8
-10.78%
5.740
-0.85%
2.790
+22.70%
-33.51%
1,251.5
Hardware
MYRG
MYR Group Inc
279,100
31,563.4
+39.55%
5.180
+1.47%
1.800
+63.59%
+28.12%
2,958.8
Construction
CECO
CECO Environmental Corp
1,201,000
27,382.8
-5.58%
4.500
-0.29%
3.410
+80.87%
+11.94%
1,193.5
Industrial Products

ACK Asset Management LLC's Historical Top Holdings Breakdowns

ACK Asset Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIRDF
Bird Construction Inc
2025-03-31
New Buy
New Buy
+2.79%
●
14.17 ($16.02) 18.73
$21.38
33.46%
New holding
1,120,800
1,120,800
ESI
Element Solutions Inc
2025-03-31
Sold Out
Sold Out
-2.56%
●
22.61 ($25.56) 27.55
$24.21
-5.28%
Sold Out
0
-750,000
SITE
SiteOne Landscape Supply Inc
2025-03-31
New Buy
New Buy
+1.99%
●
120.25 ($132.62) 147.7
$131.40
-0.92%
New holding
100,000
100,000
NEOG
Neogen Corp
2025-03-31
Sold Out
Sold Out
-1.96%
●
8.43 ($10.48) 13.07
$5.06
-51.72%
Sold Out
0
-1,206,796
APTV
Aptiv PLC
2025-03-31
Sold Out
Sold Out
-1.94%
●
59.35 ($63.38) 67.62
$71.91
13.46%
Sold Out
0
-240,000
MRC
MRC Global Inc
2025-03-31
Add
Add
+1.91%
●
11.11 ($12.91) 15.27
$14.43
11.77%
Add 184.55%
1,565,000
1,015,000
BWA
BorgWarner Inc
2025-03-31
Sold Out
Sold Out
-1.50%
●
27.78 ($30.33) 32.9
$36.53
20.44%
Sold Out
0
-351,400
MYRG
MYR Group Inc
2025-03-31
Add
Add
+1.47%
●
106.08 ($133) 157.33
$190.61
43.32%
Add 39.55%
279,100
79,100
DY
Dycom Industries Inc
2025-03-31
Reduce
Reduce
-1.46%
●
136.75 ($172.29) 200.56
$261.00
51.49%
Reduce -14.07%
382,800
-62,700
MTZ
MasTec Inc
2025-03-31
Reduce
Reduce
-1.26%
●
108.66 ($134.92) 160.79
$182.39
35.18%
Reduce -12.99%
462,700
-69,100

ACK Asset Management LLC Total Holding History ($B)

To

ACK Asset Management LLC's Asset Allocation

To

ACK Asset Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ACK Asset Management LLC's Hypothetical Growth since 2025-03-31

ACK Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ACK Asset Management LLC's Holdings Heat Map

Size field:

ACK Asset Management LLC's Holdings Bubble Chart

ACK Asset Management LLC News

  • 1

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