ACK ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MBC | 2.30M | $25.39M |
 | JHX | 2.10M | $43.58M |
 | ATS | 1.85M | $50.84M |
 | CNM | 900K | $46.77M |
 | APOG | 813K | $29.60M |
 | CTOS | 800K | $4.61M |
 | ASTE | 787K | $34.07M |
 | HLIO | 780K | $41.74M |
 | ERII | 677K | $9.14M |
 | CLFD | 625K | $18.22M |
 | AIN | 600K | $30.42M |
 | ATRO | 597K | $32.41M |
 | GVA | 500K | $57.67M |
 | MTRN | 475K | $59.03M |
 | ROG | 437K | $39.99M |
 | WMS | 390K | $56.48M |
 | NOVT | 375K | $44.62M |
 | SITE | 330K | $41.10M |
 | ENS | 304K | $44.66M |
 | DXPE | 240K | $26.35M |
MasterBrand, Inc.
MBC
Shares Held
2.30M
Value
$25.39M
James Hardie Industries plc
JHX
Shares Held
2.10M
Value
$43.58M
ATS Corporation
ATS
Shares Held
1.85M
Value
$50.84M
Core & Main, Inc.
CNM
Shares Held
900K
Value
$46.77M
Apogee Enterprises, Inc.
APOG
Shares Held
813K
Value
$29.60M
Custom Truck One Source, Inc.
CTOS
Shares Held
800K
Value
$4.61M
Astec Industries, Inc.
ASTE
Shares Held
787K
Value
$34.07M
Helios Technologies, Inc.
HLIO
Shares Held
780K
Value
$41.74M
Energy Recovery, Inc.
ERII
Shares Held
677K
Value
$9.14M
Clearfield, Inc.
CLFD
Shares Held
625K
Value
$18.22M
Albany International Corp.
AIN
Shares Held
600K
Value
$30.42M
Astronics Corporation
ATRO
Shares Held
597K
Value
$32.41M
Granite Construction Incorporated
GVA
Shares Held
500K
Value
$57.67M
Materion Corporation
MTRN
Shares Held
475K
Value
$59.03M
Rogers Corporation
ROG
Shares Held
437K
Value
$39.99M
Advanced Drainage Systems, Inc.
WMS
Shares Held
390K
Value
$56.48M
Novanta Inc.
NOVT
Shares Held
375K
Value
$44.62M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
330K
Value
$41.10M
EnerSys
ENS
Shares Held
304K
Value
$44.66M
DXP Enterprises, Inc.
DXPE
Shares Held
240K
Value
$26.35M