13F HOLDINGS REPORT
ACK Asset Management LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000899140-25-000241
Total Value
$746.4M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DY | 267475101 | 445,500 | $77.5M | 10.39% |
| 2 | MTZ | MTZ | 531,800 | $72.4M | 9.70% |
| 3 | ATS | ATS | 2,093,196 | $63.8M | 8.55% |
| 4 | ENS | ENS | 671,024 | $62.0M | 8.31% |
| 5 | ROG | ROG | 580,000 | $58.9M | 7.90% |
| 6 | JBT | JBTM | 400,000 | $50.8M | 6.81% |
| 7 | MTRN | MTRN | 494,800 | $48.9M | 6.55% |
| 8 | CECO | CECO | 1,272,000 | $38.5M | 5.15% |
| 9 | ATRO | ATROB | 2,060,000 | $32.9M | 4.40% |
| 10 | MIR | MIR | 1,815,000 | $31.7M | 4.24% |
| 11 | MYRG | MYRG | 200,000 | $29.8M | 3.99% |
| 12 | CTRI | CTRI | 1,300,000 | $25.1M | 3.36% |
| 13 | GVA | GVA | 284,000 | $24.9M | 3.34% |
| 14 | CLFD | CLFD | 720,000 | $22.3M | 2.99% |
| 15 | MBC | MBC | 1,475,000 | $21.5M | 2.89% |
| 16 | ESI | ESI | 750,000 | $19.1M | 2.56% |
| 17 | NEOG | NEOG | 1,206,796 | $14.7M | 1.96% |
| 18 | APTV | APTV | 240,000 | $14.5M | 1.94% |
| 19 | MTRX | 576853105 | 1,179,901 | $14.1M | 1.89% |
| 20 | BWA | BWA | 351,400 | $11.2M | 1.50% |
| 21 | MRC | 55345K103 | 550,000 | $7.0M | 0.94% |
| 22 | TRNS | TRNS | 45,000 | $4.8M | 0.64% |