ACK ASSET MANAGEMENT LLC

PrivateCIK: 1510940
Location

GREENWICH, CT

21
Positions
$856.33M
Total AUM (reported)
28.41M
Total Shares

Allocation by class

TOTAL AUM$856.33M21 positions
COM$856.33M100.0%

Portfolio Concentration

Top 320.9%4–1039.4%11–2539.8%TOP 1060.2%0%100%
Top 3$178.91M20.9%
4–10$336.97M39.4%
11–25$340.45M39.8%

Top 3 weight

20.9%

Top 10 weight

60.2%

Voting Authority Distribution

Total shares with voting rights: 28.41M

Sole

Full voting authority

28.41M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:

WMS

SOLE
COM
Shares390K
TypeSH
Market value$61.21M
7.15%
Sole
390K
Shared
0.00
None
0.00

HLIO

SOLE
COM
Shares681K
TypeSH
Market value$60.78M
7.10%
Sole
681K
Shared
0.00
None
0.00

LFUS

SOLE
COM
Shares125K
TypeSH
Market value$56.92M
6.65%
Sole
125K
Shared
0.00
None
0.00

JHX

SOLE
COM
Shares2.10M
TypeSH
Market value$54.98M
6.42%
Sole
2.10M
Shared
0.00
None
0.00

GTX

SOLE
COM
Shares1.50M
TypeSH
Market value$54.34M
6.35%
Sole
1.50M
Shared
0.00
None
0.00

CNM

SOLE
COM
Shares1.09M
TypeSH
Market value$52.59M
6.14%
Sole
1.09M
Shared
0.00
None
0.00

EXP

SOLE
COM
Shares220K
TypeSH
Market value$49.50M
5.78%
Sole
220K
Shared
0.00
None
0.00

ATS

SOLE
COM
Shares1.50M
TypeSH
Market value$43.17M
5.04%
Sole
1.50M
Shared
0.00
None
0.00

ASTE

SOLE
COM
Shares690.28K
TypeSH
Market value$42.24M
4.93%
Sole
690.28K
Shared
0.00
None
0.00

MTRN

SOLE
COM
Shares135K
TypeSH
Market value$40.15M
4.69%
Sole
135K
Shared
0.00
None
0.00

BWA

SOLE
COM
Shares600K
TypeSH
Market value$39.84M
4.65%
Sole
600K
Shared
0.00
None
0.00

DNOW

SOLE
COM
Shares3M
TypeSH
Market value$38.91M
4.54%
Sole
3M
Shared
0.00
None
0.00

MBC

SOLE
COM
Shares3.70M
TypeSH
Market value$38.07M
4.45%
Sole
3.70M
Shared
0.00
None
0.00

SITE

SOLE
COM
Shares330K
TypeSH
Market value$37.76M
4.41%
Sole
330K
Shared
0.00
None
0.00

SWIM

SOLE
COM
Shares5.66M
TypeSH
Market value$36.62M
4.28%
Sole
5.66M
Shared
0.00
None
0.00

CLFD

SOLE
COM
Shares810.20K
TypeSH
Market value$32.24M
3.76%
Sole
810.20K
Shared
0.00
None
0.00

ST

SOLE
COM
Shares600K
TypeSH
Market value$28.64M
3.34%
Sole
600K
Shared
0.00
None
0.00

AERO-SWX

SOLE
COM
Shares1.08M
TypeSH
Market value$28.46M
3.32%
Sole
1.08M
Shared
0.00
None
0.00

SHLS

SOLE
COM
Shares2.25M
TypeSH
Market value$22.32M
2.61%
Sole
2.25M
Shared
0.00
None
0.00

EQPT

SOLE
COM
Shares1.06M
TypeSH
Market value$20.93M
2.44%
Sole
1.06M
Shared
0.00
None
0.00

MEI

SOLE
COM
Shares877.50K
TypeSH
Market value$16.65M
1.94%
Sole
877.50K
Shared
0.00
None
0.00