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Name: |
ACK ASSET MANAGEMENT LLC |
City: |
SCARSDALE |
State: |
NY |
Zip: |
10583 |
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Holdings
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20 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
CNM |
Core & Main, Inc. |
1 |
- |
$59.00 |
$77,402,000 |
1,352,000 |
9.02% |
22,768,000 |
0 |
0.52 |
N/A |
|
DY |
Dycom Industries Inc |
2 |
- |
$177.22 |
$76,860,000 |
535,500 |
8.95% |
15,229,000 |
0 |
1.682 |
Heavy Construction |
|
ATKR |
Atkore International Group ... |
3 |
- |
$152.84 |
$74,240,000 |
390,000 |
8.65% |
16,640,000 |
30,000 |
0.821 |
N/A |
|
MTZ |
Mastec Inc |
4 |
- |
$110.07 |
$72,017,000 |
772,300 |
8.39% |
13,538,000 |
0 |
1.045 |
Heavy Construction |
|
ENS |
Enersys |
5 |
- |
$107.95 |
$67,539,000 |
715,000 |
7.87% |
9,739,000 |
142,500 |
1.679 |
Industrial Electrical... |
|
MTRN |
Materion Corp |
6 |
- |
$111.46 |
$63,306,000 |
480,500 |
7.38% |
779,000 |
0 |
2.364 |
Industrial Metals & M... |
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ROG |
Rogers Corp |
7 |
- |
$117.10 |
$61,719,000 |
520,000 |
7.19% |
7,544,000 |
109,800 |
2.784 |
Rubber & Plastics |
|
ATS |
Ats Ord Shs |
8 |
- |
$31.55 |
$51,929,000 |
1,540,000 |
6.05% |
-4,276,000 |
235,020 |
1.572 |
N/A |
|
JBI |
Janus International Group |
9 |
- |
$14.15 |
$51,357,000 |
3,394,400 |
5.98% |
7,060,000 |
0 |
2.489 |
N/A |
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ZWS |
Zurn Water Solutions Corp |
10 |
- |
$31.74 |
$42,172,000 |
1,260,000 |
4.91% |
-7,825,000 |
-440,000 |
0.709 |
Diversified Machinery |
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ARRY |
Array Technologies, Inc. |
11 |
- |
$0.00 |
$39,237,000 |
2,631,600 |
4.57% |
2,082,000 |
420,000 |
1.45 |
N/A |
|
NEOG |
Neogen Corp |
12 |
- |
$13.30 |
$32,497,000 |
2,059,400 |
3.79% |
-8,918,000 |
0 |
0.865 |
Diagnostic Substances |
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ATRO |
Astronics Corp |
13 |
- |
$20.53 |
$31,892,000 |
1,675,000 |
3.72% |
5,257,000 |
146,000 |
5.445 |
Packaging & Containers |
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CLFD |
Clearfield Inc |
14 |
- |
$36.59 |
$20,509,000 |
665,000 |
2.39% |
7,484,000 |
217,100 |
4.872 |
Medical Instruments &... |
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AMOT |
Allied Motion Technologies Inc |
15 |
- |
$26.69 |
$18,803,000 |
527,000 |
2.19% |
-2,344,000 |
-173,000 |
3.549 |
Scientific & Technica... |
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THRY |
Thryv Holdings, Inc |
16 |
- |
$20.43 |
$16,946,000 |
762,288 |
1.97% |
-2,295,000 |
-183,221 |
2.213 |
Marketing Services |
|
TITN |
Titan Machinery Inc |
17 |
- |
$19.75 |
$12,653,000 |
510,000 |
1.47% |
-6,408,000 |
-150,000 |
2.264 |
Consumer Services |
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SMRT |
Fifth Wall Acquisition Corp. I |
18 |
- |
$2.57 |
$11,176,000 |
4,170,000 |
1.3% |
-8,220,000 |
-1,910,400 |
2.151 |
N/A |
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LUNA |
Luna Innovations Inc |
19 |
- |
$2.99 |
$3,939,000 |
1,229,000 |
0.46% |
-8,497,000 |
-641,000 |
3.985 |
Research Services |
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EME |
Emcor Group Inc |
20 |
Closed |
$390.10 |
$0 |
0 |
0% |
-38,777,000 |
-180,000 |
0 |
General Contractors |
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