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  Name: ACK ASSET MANAGEMENT LLC
  City: SCARSDALE
  State: NY
  Zip: 10583
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $608,961,000
  Total Value Change : $-137,466,000
  Securities Held Change : -2
   
All Securities Held : 20
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 3
  Unchanged Positions : 1
  Decreased Positions : 13

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Holdings Found : 25     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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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
   (DY)1 Year Chart         DY Dycom Industries Inc 1 - $252.40 $58,316,000 382,800 9.58% -19,228,000 -62,700 1.202    Heavy Construction
   (ENS)1 Year Chart         ENS Enersys 2 - $87.62 $57,176,000 624,324 9.39% -4,847,000 -46,700 1.466    Industrial Electrical...
   (MTZ)1 Year Chart         MTZ Mastec Inc 3 - $170.24 $54,002,000 462,700 8.87% -18,397,000 -69,100 0.626    Heavy Construction
   (ATS)1 Year Chart         ATS Ats Ord Shs 4 - $29.51 $50,189,000 2,013,196 8.24% -13,612,000 -80,000 2.056    N/A
   (ATRO)1 Year Chart         ATRO Astronics Corp 5 - $36.11 $49,790,000 2,060,000 8.18% 16,912,000 0 6.697    Packaging & Containers
   (JBT)1 Year Chart         JBT John Bean Technologies Corp 6 - $133.25 $45,190,000 369,800 7.42% -5,650,000 -30,200 1.049    Diversified Machinery
   (MTRN)1 Year Chart         MTRN Materion Corp 7 - $86.11 $37,471,000 459,200 6.15% -11,455,000 -35,600 2.259    Industrial Metals & M...
   (ROG)1 Year Chart         ROG Rogers Corp 8 - $73.27 $34,947,000 517,500 5.74% -23,987,000 -62,500 2.77    Rubber & Plastics
   (MYRG)1 Year Chart         MYRG Myr Group Inc 9 - $183.66 $31,563,000 279,100 5.18% 1,809,000 79,100 1.668    Heavy Construction
   (CECE)1 Year Chart         CECE Ceco Environmental Corp 10 - $30.66 $27,383,000 1,201,000 4.5% -11,070,000 -71,000 3.373    Industrial Electrical...
   (MIR)1 Year Chart         MIR Mirion Technologies, Inc 11 - $10.54 $23,466,000 1,618,356 3.85% -8,206,000 -196,644 0.719    N/A
   (CLFD)1 Year Chart         CLFD Clearfield Inc 12 - $41.44 $20,424,000 687,200 3.35% -1,896,000 -32,800 5.034    Medical Instruments &...
   (CTRI)1 Year Chart         CTRI Centuri Holdings, Inc. 13 - $20.94 $20,005,000 1,220,591 3.29% -5,098,000 -79,409 1.379    N/A
   (MRC)1 Year Chart         MRC MRC Global Inc. 14 - $12.79 $17,966,000 1,565,000 2.95% 10,937,000 1,015,000 1.903    Machine Tools & Acces...
   (MBC)1 Year Chart         MBC Masterbrand, Inc. 15 - $11.79 $17,011,000 1,302,500 2.79% -4,539,000 -172,500 1.017    N/A
   (BIRDF)1 Year Chart         BIRDF Bird Construction Income Fund 16 New $21.79 $16,962,000 1,120,800 2.79% 16,962,000 1,120,800 29.785    N/A
   (MTRX)1 Year Chart         MTRX Matrix Service Co 17 - $13.36 $14,718,000 1,184,100 2.42% 595,000 4,199 4.465    Heavy Construction
   (GVA)1 Year Chart         GVA Granite Construction Inc 18 - $93.74 $14,379,000 190,700 2.36% -10,531,000 -93,300 0.041    Heavy Construction
   (SITE)1 Year Chart         SITE SiteOne Landscape Supply Inc 19 New $129.24 $12,144,000 100,000 1.99% 12,144,000 100,000 0.2    N/A
   (LASR)1 Year Chart         LASR Nlight, Inc. 20 New $18.28 $5,859,000 754,000 0.96% 5,859,000 754,000 1.671    N/A
   (BWA)1 Year Chart         BWA Borgwarner Inc 22 Closed $32.44 $0 0 0% -11,171,000 -351,400 0    Auto Parts
   (NEOG)1 Year Chart         NEOG Neogen Corp 21 Closed $5.39 $0 0 0% -14,651,000 -1,206,796 0    Diagnostic Substances
   (TRNS)1 Year Chart         TRNS Transcat Inc 25 Closed $86.59 $0 0 0% -4,758,000 -45,000 0    Scientific & Technica...
   (ESI)1 Year Chart         ESI Element Solutions Inc 24 Closed $24.68 $0 0 0% -19,073,000 -750,000 0    N/A
   (APTV)1 Year Chart         APTV Aptiv PLC 23 Closed $69.28 $0 0 0% -14,515,000 -240,000 0    Auto Parts

      25 Records Found
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