ACK Asset Management LLC 13F Holdings
CIK 0001510940 · GREENWICH, CT
As of Sep 30, 2025, ACK Asset Management LLC reported 20 positions worth $799.1M in its SEC Form 13F filing.
Top 20 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ENERSYS | ENS | Industrials | 584,324 | $66.0M | 8.26% |
| MATERION CORP | MTRN | Basic Materials | 524,800 | $63.4M | 7.93% |
| GRANITE CONSTRUCTION INC | GVA | Industrials | 545,000 | $59.8M | 7.48% |
| ASTRONICS CORP | ATRO | Industrials | 1,230,000 | $56.1M | 7.02% |
| ADVANCED DRAINAGE SYSTEMS INC | WMS | Basic Materials | 390,000 | $54.1M | 6.77% |
| JBT MAREL CORP | JBTM | Industrials | 350,546 | $49.2M | 6.16% |
| CORE & MAIN INC | CNM | Industrials | 900,000 | $48.4M | 6.06% |
| ATS CORP | ATS | Industrials | 1,846,196 | $48.4M | 6.05% |
| ALBANY INTERNATIONAL CORP | AIN | Consumer Cyclical | 760,000 | $40.5M | 5.07% |
| James Hardie Industries Plc - US ADR | — | — | 2,100,000 | $40.3M | 5.05% |
| HELIOS TECHNOLOGIES INC | HLIO | Industrials | 770,000 | $40.1M | 5.02% |
| SITEONE LANDSCAPE SUPPLY INC | SITE | Industrials | 280,000 | $36.1M | 4.51% |
| ASTEC INDUSTRIES INC | ASTE | Industrials | 701,500 | $33.8M | 4.22% |
| APOGEE ENTERPRISES INC | APOG | Basic Materials | 708,000 | $30.8M | 3.86% |
| MASTERBRAND INC | MBC | Consumer Cyclical | 2,300,000 | $30.3M | 3.79% |
| CENTURI HOLDINGS INC | CTRI | Utilities | 1,375,000 | $29.1M | 3.64% |
| CLEARFIELD INC | CLFD | Technology | 625,200 | $21.5M | 2.69% |
| EAGLE MATERIALS INC | EXP | Basic Materials | 90,000 | $21.0M | 2.62% |
| NPK INTERNATIONAL INC | NPKI | Energy | 1,576,808 |