ACK Asset Management LLC
- SEC CIK
- 0001510940
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 24
- +1 vs. Q1 2021
- Portfolio value
- $271.7M
- +$20.3M (+8.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ENSEnerSys | COM | 335,000 | $22.2M | 8.2% | +55,000+19.6% | Added | History |
| TGITriumph Group Inc | COM | 1,460,000 | $21.9M | 8.0% | +120,000+9.0% | Added | History |
| ROGRogers Corp | COM | 191,000 | $21.0M | 7.7% | 00.0% | Unchanged | History |
| MTRNMATERION Corp | COM | 310,000 | $16.7M | 6.2% | +40,000+14.8% | Added | History |
| THRMGentherm Inc | COM | 310,000 | $15.6M | 5.7% | +20,000+6.9% | Added | History |
| ALNTAllient Inc | COM | 628,049 | $15.2M | 5.6% | +209,349+50.0% | Added | History |
| Ata CN001940105 | COM | 825,000 | $14.1M | 5.2% | +100,000+13.8% | Added | – |
| VMIValmont Industries Inc | COM | 90,000 | $13.1M | 4.8% | +6,310+7.5% | Added | History |
| THRYThryv Holdings, Inc. | COM NEW | 655,000 | $12.8M | 4.7% | −20,000−3.0% | Reduced | History |
| Atlas Technical Consultants, Inc.049430101 | COM CLS A | 1,500,000 | $12.4M | 4.6% | 00.0% | Unchanged | – |
| Mda CN55292X108 | COM | 931,500 | $11.8M | 4.3% | +931,500 | New | – |
| SMRTSmartRent, Inc. | COM CL A | 1,050,000 | $11.1M | 4.1% | +1,050,000 | New | History |
| BLDRBuilders FirstSource, Inc. | Stock | 696,253 | $10.4M | 3.8% | −75,000−9.7% | Reduced | History |
| TWC Tech Hldgs II Corp90117G105 | COM | 1,000,000 | $10.1M | 3.7% | +1,000,000 | New | – |
| JBTMJBT Marel Corp | COM | 80,000 | $8.73M | 3.2% | 00.0% | Unchanged | History |
| RDNWRideNow Group, Inc. | COM CL B | 216,000 | $8.30M | 3.1% | +216,000 | New | History |
| LUNALuna Innovations Inc | COM | 1,212,400 | $8.11M | 3.0% | 00.0% | Unchanged | History |
| SLCAU.S. Silica Holdings, Inc. | COM | 1,825,000 | $7.76M | 2.9% | 00.0% | Unchanged | History |
| NVECNve Corp | COM NEW | 119,000 | $7.62M | 2.8% | 00.0% | Unchanged | History |
| TITNTitan Machinery Inc. | COM | 520,000 | $7.60M | 2.8% | 00.0% | Unchanged | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 435,965 | $6.54M | 2.4% | 00.0% | Unchanged | History |
| Lydall Inc550819106 | COM | 214,071 | $3.27M | 1.2% | −335,929−61.1% | Reduced | – |
| Newhold Investment Corp651448102 | COM CL A | 308,333 | $3.11M | 1.1% | +308,333 | New | – |
| AGYSAgilysys Inc | COM | 115,000 | $2.42M | 0.9% | −60,000−34.3% | Reduced | History |
Sold out since Q1 2021 (4)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| DYDycom Industries Inc | COM | 435,225 | $18.1M | 7.2% | History |
| DOORMasonite International Corp | COM | 90,000 | $8.13M | 3.2% | History |
| RDWRedwire Corp | SHS CL A | 450,200 | $4.77M | 1.9% | History |
| TRNSTranscat Inc | COM | 125,000 | $2.02M | 0.8% | History |