ACK Asset Management LLC Buys Latham Group Inc, EnerSys, FTC Solar Inc, Sells Rogers Corp

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Feb 16, 2022
Scarsdale, NY, based Investment company ACK Asset Management LLC (Current Portfolio) buys Latham Group Inc, EnerSys, FTC Solar Inc, Snap One Holdings Corp, OneWater Marine Inc, sells Rogers Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, ACK Asset Management LLC. As of 2021Q4, ACK Asset Management LLC owns 27 stocks with a total value of $424 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. EnerSys (ENS) - 559,400 shares, 9.70% of the total portfolio. Shares added by 58.92%
  2. Materion Corp (MTRN) - 415,000 shares, 6.23% of the total portfolio. Shares added by 20.53%
  3. RumbleON Inc (RMBL) - 715,800 shares, 6.12% of the total portfolio. Shares added by 9.06%
  4. Triumph Group Inc (TGI) - 1,601,100 shares, 6.10% of the total portfolio. Shares added by 4.82%
  5. Gentherm Inc (THRM) - 370,600 shares, 5.44% of the total portfolio. Shares added by 17.91%
New Purchase: Latham Group Inc (SWIM)

ACK Asset Management LLC initiated holding in Latham Group Inc. The purchase prices were between $12.89 and $26.13, with an estimated average price of $20.01. The stock is now traded at around $17.095000. The impact to a portfolio due to this purchase was 3.9%. The holding were 1,035,000 shares as of 2021-12-31.

New Purchase: FTC Solar Inc (FTCI)

ACK Asset Management LLC initiated holding in FTC Solar Inc. The purchase prices were between $6.3 and $10.8, with an estimated average price of $8.2. The stock is now traded at around $4.059200. The impact to a portfolio due to this purchase was 2.88%. The holding were 1,515,020 shares as of 2021-12-31.

New Purchase: Snap One Holdings Corp (SNPO)

ACK Asset Management LLC initiated holding in Snap One Holdings Corp. The purchase prices were between $13.98 and $23.85, with an estimated average price of $19.02. The stock is now traded at around $20.720000. The impact to a portfolio due to this purchase was 2.49%. The holding were 515,000 shares as of 2021-12-31.

Added: EnerSys (ENS)

ACK Asset Management LLC added to a holding in EnerSys by 58.92%. The purchase prices were between $72.84 and $85.49, with an estimated average price of $78.11. The stock is now traded at around $74.420000. The impact to a portfolio due to this purchase was 3.6%. The holding were 559,400 shares as of 2021-12-31.

Added: OneWater Marine Inc (ONEW)

ACK Asset Management LLC added to a holding in OneWater Marine Inc by 46.56%. The purchase prices were between $41.66 and $60.97, with an estimated average price of $49.14. The stock is now traded at around $51.700000. The impact to a portfolio due to this purchase was 1.51%. The holding were 454,500 shares as of 2021-12-31.

Added: Malibu Boats Inc (MBUU)

ACK Asset Management LLC added to a holding in Malibu Boats Inc by 56.32%. The purchase prices were between $63.01 and $77.03, with an estimated average price of $70.18. The stock is now traded at around $68.130000. The impact to a portfolio due to this purchase was 1.33%. The holding were 211,400 shares as of 2021-12-31.

Added: Materion Corp (MTRN)

ACK Asset Management LLC added to a holding in Materion Corp by 20.53%. The purchase prices were between $69.18 and $93.9, with an estimated average price of $83.76. The stock is now traded at around $86.695000. The impact to a portfolio due to this purchase was 1.06%. The holding were 415,000 shares as of 2021-12-31.

Added: EVI Industries Inc (EVI)

ACK Asset Management LLC added to a holding in EVI Industries Inc by 308.06%. The purchase prices were between $27.85 and $37, with an estimated average price of $32.13. The stock is now traded at around $21.060000. The impact to a portfolio due to this purchase was 0.85%. The holding were 156,330 shares as of 2021-12-31.

Added: Luna Innovations Inc (LUNA)

ACK Asset Management LLC added to a holding in Luna Innovations Inc by 27.57%. The purchase prices were between $8.21 and $9.98, with an estimated average price of $8.96. The stock is now traded at around $7.205000. The impact to a portfolio due to this purchase was 0.71%. The holding were 1,735,000 shares as of 2021-12-31.

Sold Out: Rogers Corp (ROG)

ACK Asset Management LLC sold out a holding in Rogers Corp. The sale prices were between $182.32 and $273.38, with an estimated average price of $244.94.



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