ACK Asset Management LLC Buys Rogers Corp, Air Transport Services Group Inc, Gentherm Inc, Sells Genesee & Wyoming Inc, Advanced Drainage Systems Inc, CBIZ Inc

Scarsdale, NY, based Investment company ACK Asset Management LLC buys Rogers Corp, Air Transport Services Group Inc, Gentherm Inc, U S Xpress Enterprises Inc, TriState Capital Holdings Inc, Manhattan Associates Inc, Transcat Inc, Datawatch Corp, Forrester Research Inc, Rush Enterprises Inc, sells Genesee & Wyoming Inc, Advanced Drainage Systems Inc, CBIZ Inc, Milacron Holdings Corp, Axon Enterprise Inc during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, ACK Asset Management LLC. As of 2018-06-30, ACK Asset Management LLC owns 32 stocks with a total value of $375 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 http://www.gurufocus.com/StockBuy.php?GuruName=ACK+Asset+Management+LLC

These are the top 5 holdings of ACK Asset Management LLC
  1. Astronics Corp (ATRO) - 1,010,000 shares, 8.45% of the total portfolio. Shares added by 2.02%
  2. EnerSys (ENS) - 393,000 shares, 7.56% of the total portfolio.
  3. Dycom Industries Inc (DY) - 402,700 shares, 7.46% of the total portfolio. Shares added by 11.86%
  4. Advanced Drainage Systems Inc (WMS) - 1,175,300 shares, 6.82% of the total portfolio. Shares reduced by 25.39%
  5. Rogers Corp (ROG) - 210,000 shares, 6.45% of the total portfolio. New Position
New Purchase: Rogers Corp (ROG)

ACK Asset Management LLC initiated holding in Rogers Corp. The purchase prices were between $106.7 and $123.16, with an estimated average price of $116.81. The stock is now traded at around $128.91. The impact to a portfolio due to this purchase was 6.45%. The holding were 210,000 shares as of 2018-06-30.

New Purchase: U S Xpress Enterprises Inc (USX)

ACK Asset Management LLC initiated holding in U S Xpress Enterprises Inc. The purchase prices were between $12.66 and $16.68, with an estimated average price of $15.06. The stock is now traded at around $13.94. The impact to a portfolio due to this purchase was 1.45%. The holding were 334,600 shares as of 2018-06-30.

New Purchase: TriState Capital Holdings Inc (TSC)

ACK Asset Management LLC initiated holding in TriState Capital Holdings Inc. The purchase prices were between $22.9 and $27, with an estimated average price of $25.33. The stock is now traded at around $29.00. The impact to a portfolio due to this purchase was 1.41%. The holding were 210,000 shares as of 2018-06-30.

New Purchase: Manhattan Associates Inc (MANH)

ACK Asset Management LLC initiated holding in Manhattan Associates Inc. The purchase prices were between $40.07 and $49.96, with an estimated average price of $44.25. The stock is now traded at around $50.56. The impact to a portfolio due to this purchase was 1.4%. The holding were 110,000 shares as of 2018-06-30.

New Purchase: Datawatch Corp (DWCH)

ACK Asset Management LLC initiated holding in Datawatch Corp. The purchase prices were between $8.25 and $9.95, with an estimated average price of $9.19. The stock is now traded at around $13.21. The impact to a portfolio due to this purchase was 1.11%. The holding were 435,000 shares as of 2018-06-30.

New Purchase: Forrester Research Inc (FORR)

ACK Asset Management LLC initiated holding in Forrester Research Inc. The purchase prices were between $39.8 and $45.85, with an estimated average price of $42.84. The stock is now traded at around $44.50. The impact to a portfolio due to this purchase was 0.88%. The holding were 75,000 shares as of 2018-06-30.

Added: Air Transport Services Group Inc (ATSG)

ACK Asset Management LLC added to a holding in Air Transport Services Group Inc by 1581.66%. The purchase prices were between $19.83 and $24.24, with an estimated average price of $22.04. The stock is now traded at around $20.04. The impact to a portfolio due to this purchase was 4.46%. The holding were 800,000 shares as of 2018-06-30.

Added: Gentherm Inc (THRM)

ACK Asset Management LLC added to a holding in Gentherm Inc by 641.69%. The purchase prices were between $33.75 and $39.5, with an estimated average price of $35.85. The stock is now traded at around $45.45. The impact to a portfolio due to this purchase was 2.35%. The holding were 290,000 shares as of 2018-06-30.

Added: Transcat Inc (TRNS)

ACK Asset Management LLC added to a holding in Transcat Inc by 380.27%. The purchase prices were between $15.15 and $20.85, with an estimated average price of $17.67. The stock is now traded at around $22.80. The impact to a portfolio due to this purchase was 1.23%. The holding were 353,000 shares as of 2018-06-30.

Added: MiX Telematics Ltd (MIXT)

ACK Asset Management LLC added to a holding in MiX Telematics Ltd by 65.38%. The purchase prices were between $15.43 and $20.69, with an estimated average price of $17.83. The stock is now traded at around $15.96. The impact to a portfolio due to this purchase was 0.86%. The holding were 491,835 shares as of 2018-06-30.

Added: Rush Enterprises Inc (RUSHA)

ACK Asset Management LLC added to a holding in Rush Enterprises Inc by 31.91%. The purchase prices were between $38.22 and $46.05, with an estimated average price of $42.71. The stock is now traded at around $41.44. The impact to a portfolio due to this purchase was 0.86%. The holding were 310,000 shares as of 2018-06-30.

Added: Agilysys Inc (AGYS)

ACK Asset Management LLC added to a holding in Agilysys Inc by 26.56%. The purchase prices were between $11.78 and $15.55, with an estimated average price of $13.21. The stock is now traded at around $15.86. The impact to a portfolio due to this purchase was 0.41%. The holding were 600,000 shares as of 2018-06-30.

Sold Out: CBIZ Inc (CBZ)

ACK Asset Management LLC sold out a holding in CBIZ Inc. The sale prices were between $18.2 and $23.15, with an estimated average price of $20.21.

Sold Out: Axon Enterprise Inc (AAXN)

ACK Asset Management LLC sold out a holding in Axon Enterprise Inc. The sale prices were between $39.48 and $68.45, with an estimated average price of $53.95.

Sold Out: Team Inc (TISI)

ACK Asset Management LLC sold out a holding in Team Inc. The sale prices were between $13.65 and $23.1, with an estimated average price of $19.2.



Here is the complete portfolio of ACK Asset Management LLC. Also check out:

1. ACK Asset Management LLC's Undervalued Stocks
2. ACK Asset Management LLC's Top Growth Companies, and
3. ACK Asset Management LLC's High Yield stocks
4. Stocks that ACK Asset Management LLC keeps buying