Stock Taper 
ACK ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Littelfuse, Inc. | LFUS | 125K | $56.92M |
 Materion Corporation | MTRN | 135K | $40.15M |
 Eagle Materials Inc. | EXP | 220K | $49.5M |
 SiteOne Landscape Supply, Inc. | SITE | 330K | $37.76M |
 Advanced Drainage Systems, Inc. | WMS | 390K | $61.21M |
 Sensata Technologies Holding plc | ST | 600K | $28.64M |
 BorgWarner Inc. | BWA | 600K | $39.84M |
 Helios Technologies, Inc. | HLIO | 681K | $60.78M |
 Astec Industries, Inc. | ASTE | 690.28K | $42.24M |
 Clearfield, Inc. | CLFD | 810.2K | $32.24M |
 Methode Electronics, Inc. | MEI | 877.5K | $16.65M |
 EquipmentShare.com Inc. | EQPT | 1.06M | $20.93M |
 Core & Main, Inc. | CNM | 1.09M | $52.59M |
 Garrett Motion Inc. | GTX | 1.5M | $54.34M |
 James Hardie Industries plc | JHX | 2.1M | $54.98M |
 Shoals Technologies Group, Inc. | SHLS | 2.25M | $22.32M |
 Dnow Inc. | DNOW | 3M | $38.91M |
 MasterBrand, Inc. | MBC | 3.7M | $38.07M |
 Latham Group, Inc. | SWIM | 5.66M | $36.62M |