ACK ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MBC | 2.30M | $30.29M |
 | JHX | 2.10M | $40.34M |
 | CTOS | 1.93M | $12.36M |
 | ATS | 1.85M | $48.37M |
 | CTRI | 1.38M | $29.11M |
 | ATRO | 1.23M | $56.10M |
 | CNM | 900K | $48.45M |
 | HLIO | 770K | $40.14M |
 | AIN | 760K | $40.51M |
 | APOG | 708K | $30.85M |
 | ASTE | 702K | $33.76M |
 | CLFD | 625K | $21.49M |
 | ENS | 584K | $66.01M |
 | GVA | 545K | $59.76M |
 | MTRN | 525K | $63.40M |
 | WMS | 390K | $54.09M |
 | SITE | 280K | $36.06M |
 | EXP | 90K | $20.97M |
MasterBrand, Inc.
MBC
Shares Held
2.30M
Value
$30.29M
James Hardie Industries plc
JHX
Shares Held
2.10M
Value
$40.34M
Custom Truck One Source, Inc.
CTOS
Shares Held
1.93M
Value
$12.36M
ATS Corporation
ATS
Shares Held
1.85M
Value
$48.37M
Centuri Holdings, Inc.
CTRI
Shares Held
1.38M
Value
$29.11M
Astronics Corporation
ATRO
Shares Held
1.23M
Value
$56.10M
Core & Main, Inc.
CNM
Shares Held
900K
Value
$48.45M
Helios Technologies, Inc.
HLIO
Shares Held
770K
Value
$40.14M
Albany International Corp.
AIN
Shares Held
760K
Value
$40.51M
Apogee Enterprises, Inc.
APOG
Shares Held
708K
Value
$30.85M
Astec Industries, Inc.
ASTE
Shares Held
702K
Value
$33.76M
Clearfield, Inc.
CLFD
Shares Held
625K
Value
$21.49M
EnerSys
ENS
Shares Held
584K
Value
$66.01M
Granite Construction Incorporated
GVA
Shares Held
545K
Value
$59.76M
Materion Corporation
MTRN
Shares Held
525K
Value
$63.40M
Advanced Drainage Systems, Inc.
WMS
Shares Held
390K
Value
$54.09M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
280K
Value
$36.06M
Eagle Materials Inc.
EXP
Shares Held
90K
Value
$20.97M