Ack Asset Management LLC

CIK Number: 0001510940

608.96M
Market Value
20
# of Holdings
6 months
Avg. Holding Period
22.73%
Win Rate
14.89%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 DY Dycom Industrie...
232.56
-0.25% 445.5K -16.81% 77.54M 115.09 10.39%
2 MTZ MasTec, Inc.
163.44
+0.82% 531.8K -31.14% 72.4M 75.45 9.70%
3 ATS ATS Corporation
31.20
+2.33% 2.09M -7.21% 63.8M 32.72 8.55%
4 ENS EnerSys
86.44
-0.09% 671.02K -6.15% 62.02M 73.35 8.31%
5 ROG Rogers Corporat...
69.87
+2.36% 580K -1.69% 58.93M 119.61 7.90%
6 MTRN Materion Corpor...
79.47
+1.55% 494.8K -2.12% 48.93M 73.28 6.55%
7 ATRO Astronics Corpo...
34.42
-1.22% 2.06M 0.00% 32.88M 14.23 4.40%
8 MIR Mirion Technolo...
20.50
+3.04% 1.81M -57.26% 31.67M 10.71 4.24%
9 MYRG MYR Group Inc.
163.66
+0.17% 200K +100.00% 29.75M 148.77 3.99%
10 CTRI Centuri Holding...
22.24
+1.18% 1.3M +100.00% 25.1M 19.31 3.36%
11 GVA Granite Constru...
89.13
+0.07% 284K -65.58% 24.91M 60.24 3.34%
12 CLFD Clearfield, Inc...
38.03
+0.07% 720K +3.60% 22.32M 29.86 2.99%
13 MBC MasterBrand, In...
10.19
+1.19% 1.48M +126.92% 21.55M 16.34 2.89%
14 ESI Element Solutio...
21.54
+2.52% 750K -62.31% 19.07M 26.92 2.56%
15 NEOG Neogen Corporat...
5.66
+2.26% 1.21M -27.28% 14.65M 19.21 1.96%
16 APTV Aptiv PLC
69.14
+2.81% 240K +100.00% 14.52M 60.48 1.94%
17 MTRX Matrix Service ...
12.42
+2.05% 1.18M +47.30% 14.12M 11.67 1.89%
18 BWA BorgWarner Inc.
33.34
+0.80% 351.4K +100.00% 11.17M 31.79 1.50%
19 MRC MRC Global Inc.
12.84
+0.75% 550K +100.00% 7.03M 12.78 0.94%
20 TRNS Transcat, Inc.
80.66
+1.90% 45K +100.00% 4.76M 105.74 0.64%