13F HOLDINGS REPORT
ACK Asset Management LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001510940-25-000002
Total Value
$609.0M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYCOM INDUSTRIES INC | 267475101 | 382,800 | $58.3M | 9.58% |
| 2 | ENERSYS | ENS | 624,324 | $57.2M | 9.39% |
| 3 | MASTEC INC | MTZ | 462,700 | $54.0M | 8.87% |
| 4 | ATS CORP | ATS | 2,013,196 | $50.2M | 8.24% |
| 5 | ASTRONICS CORP | ATROB | 2,060,000 | $49.8M | 8.18% |
| 6 | JBT MAREL CORPORATION | JBTM | 369,800 | $45.2M | 7.42% |
| 7 | MATERION CORP | MTRN | 459,200 | $37.5M | 6.15% |
| 8 | ROGERS CORP | ROG | 517,500 | $34.9M | 5.74% |
| 9 | MYR GROUP INC | MYRG | 279,100 | $31.6M | 5.18% |
| 10 | CECO ENVIRONMENTAL CORP | CECO | 1,201,000 | $27.4M | 4.50% |
| 11 | MIRION TECHNOLOGIES INC | MIR | 1,618,356 | $23.5M | 3.85% |
| 12 | CLEARFIELD INC | CLFD | 687,200 | $20.4M | 3.35% |
| 13 | CENTURI HOLDINGS INC. | CTRI | 1,220,591 | $20.0M | 3.29% |
| 14 | MRC GLOBAL INC | 55345K103 | 1,565,000 | $18.0M | 2.95% |
| 15 | MASTERBRAND INC | MBC | 1,302,500 | $17.0M | 2.79% |
| 16 | BIRD CONSTRUCTION INC | 09076P104 | 1,120,800 | $17.0M | 2.79% |
| 17 | MATRIX SERVICE CO | 576853105 | 1,184,100 | $14.7M | 2.42% |
| 18 | GRANITE CONSTRUCTION INC | GVA | 190,700 | $14.4M | 2.36% |
| 19 | SITEONE LANDSCAPE SUPPLY INC | SITE | 100,000 | $12.1M | 1.99% |
| 20 | NLIGHT INC | LASR | 754,000 | $5.9M | 0.96% |