13F HOLDINGS REPORT
ACK Asset Management LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001510940-25-000005
Total Value
$761.4M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ATRO | ATROB | 2,060,000 | $69.0M | 9.06% |
| 2 | ATS | ATS | 1,846,196 | $58.9M | 7.73% |
| 3 | DY | 267475101 | 224,700 | $54.9M | 7.21% |
| 4 | GVA | GVA | 545,000 | $51.0M | 6.69% |
| 5 | ENS | ENS | 584,324 | $50.1M | 6.58% |
| 6 | MYRG | MYRG | 265,200 | $48.1M | 6.32% |
| 7 | CTRI | CTRI | 2,032,000 | $45.6M | 5.99% |
| 8 | JBTM | JBTM | 350,546 | $42.2M | 5.54% |
| 9 | MTRN | MTRN | 524,800 | $41.7M | 5.47% |
| 10 | AIN | 012348108 | 585,000 | $41.0M | 5.39% |
| 11 | RRX | RRX | 275,000 | $39.9M | 5.24% |
| 12 | WMS | 00790R104 | 345,000 | $39.6M | 5.20% |
| 13 | MRC | 55345K103 | 2,267,000 | $31.1M | 4.08% |
| 14 | SITE | SITE | 250,000 | $30.2M | 3.97% |
| 15 | MIR | MIR | 1,337,000 | $28.8M | 3.78% |
| 16 | CLFD | CLFD | 625,200 | $27.1M | 3.56% |
| 17 | MTZ | MTZ | 125,000 | $21.3M | 2.80% |
| 18 | MTRX | 576853105 | 1,087,100 | $14.7M | 1.93% |
| 19 | NPKI | NPKI | 1,226,808 | $10.4M | 1.37% |
| 20 | CTOS | CTOS | 1,875,000 | $9.3M | 1.22% |
| 21 | DXPE | DXPE | 75,600 | $6.6M | 0.87% |