Institutions / ACK Asset Management LLC
ACK Asset Management LLC
CIK 1510940 · Institution · as of Dec 31, 2025
Portfolio value
$796.76M
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Materion Corp | $59.03M | 7.4% |
| Granite Construction Inc | $57.67M | 7.2% |
| Advanced Drainage Systems, Inc. | $56.48M | 7.1% |
| ATS Corp /ATS | $50.84M | 6.4% |
| Core & Main, Inc. | $46.77M | 5.9% |
| EnerSys | $44.66M | 5.6% |
| Novanta Inc | $44.62M | 5.6% |
| James Hardie Industries PLC | $43.58M | 5.5% |
| Helios Technologies Inc | $41.74M | 5.2% |
| SiteOne Landscape Supply, Inc. | $41.10M | 5.2% |
| Rogers Corp | $39.99M | 5.0% |
| Eagle Materials Inc | $34.10M | 4.3% |
| Astec Industries Inc | $34.07M | 4.3% |
| Astronics Corp | $32.41M | 4.1% |
| Albany International Corp /De | $30.42M | 3.8% |
| Apogee Enterprises, Inc. | $29.60M | 3.7% |
| Dxp Enterprises INC/TX | $26.35M | 3.3% |
| MasterBrand, Inc. | $25.39M | 3.2% |
| Cardinal Infrastructure Group Inc. | $20.42M | 2.6% |
| Clearfield, Inc. | $18.22M | 2.3% |
| Energy Recovery, Inc. | $9.14M | 1.1% |
| Aero-Swx | $5.53M | 0.7% |
| Custom Truck One Source, Inc.CTOS | $4.61M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.