ACK ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SWIM | 5.16M | $27.71M |
 | MBC | 3.70M | $30.75M |
 | JHX | 2.10M | $39.77M |
 | ATS | 1.85M | $52.06M |
 | CNM | 900K | $44.46M |
 | CDNL | 874K | $34.66M |
 | ASTE | 787K | $42.35M |
 | HLIO | 780K | $50.50M |
 | CLFD | 735K | $19.46M |
 | CTS | 584K | $27.89M |
 | ROG | 475K | $50.98M |
 | MTRN | 475K | $68.68M |
 | WMS | 390K | $53.48M |
 | NOVT | 375K | $44.29M |
 | SITE | 330K | $43.93M |
 | DXPE | 260K | $36.33M |
 | GVA | 250K | $29.97M |
 | EXP | 165K | $31.26M |
 | LFUS | 135K | $45.81M |
Latham Group, Inc.
SWIM
Shares Held
5.16M
Value
$27.71M
MasterBrand, Inc.
MBC
Shares Held
3.70M
Value
$30.75M
James Hardie Industries plc
JHX
Shares Held
2.10M
Value
$39.77M
ATS Corporation
ATS
Shares Held
1.85M
Value
$52.06M
Core & Main, Inc.
CNM
Shares Held
900K
Value
$44.46M
Cardinal Infrastructure Group Inc. Class A Common Stock
CDNL
Shares Held
874K
Value
$34.66M
Astec Industries, Inc.
ASTE
Shares Held
787K
Value
$42.35M
Helios Technologies, Inc.
HLIO
Shares Held
780K
Value
$50.50M
Clearfield, Inc.
CLFD
Shares Held
735K
Value
$19.46M
CTS Corporation
CTS
Shares Held
584K
Value
$27.89M
Rogers Corporation
ROG
Shares Held
475K
Value
$50.98M
Materion Corporation
MTRN
Shares Held
475K
Value
$68.68M
Advanced Drainage Systems, Inc.
WMS
Shares Held
390K
Value
$53.48M
Novanta Inc.
NOVT
Shares Held
375K
Value
$44.29M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
330K
Value
$43.93M
DXP Enterprises, Inc.
DXPE
Shares Held
260K
Value
$36.33M
Granite Construction Incorporated
GVA
Shares Held
250K
Value
$29.97M
Eagle Materials Inc.
EXP
Shares Held
165K
Value
$31.26M
Littelfuse, Inc.
LFUS
Shares Held
135K
Value
$45.81M