Universe · entity
ACK Asset Management LLC
Institutional manager (13F) · CIK 1510940
13F holdings · as of 2026-03-31 · top 20 · reported portfolio $801M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MTRN | $69M | 474,800 |
| 2 | WMS | $53M | 390,000 |
| 3 | ATS | $52M | 1,846,196 |
| 4 | ROG | $51M | 475,000 |
| 5 | HLIO | $50M | 780,378 |
| 6 | LFUS | $46M | 135,000 |
| 7 | CNM | $44M | 900,000 |
| 8 | NOVT | $44M | 375,000 |
| 9 | SITE | $44M | 330,000 |
| 10 | ASTE | $42M | 786,500 |
| 11 | JHX | $40M | 2,100,000 |
| 12 | DXPE | $36M | 260,000 |
| 13 | CDNL | $35M | 874,000 |
| 14 | EXP | $31M | 165,000 |
| 15 | MBC | $31M | 3,700,000 |
| 16 | GVA | $30M | 250,000 |
| 17 | CTS | $28M | 584,000 |
| 18 | SWIM | $28M | 5,160,000 |
| 19 | AERO-SWX | $27M | 830,000 |
| 20 | CLFD | $19M | 735,200 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.