ACK Asset Management LLC
- SEC CIK
- 0001510940
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 21
- −3 vs. Q1 2022
- Portfolio value
- $357.3M
- −$103.6M (−22.5%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MTRNMATERION Corp | COM | 419,700 | $30.9M | 8.7% | 00.0% | Unchanged | History |
| VMIValmont Industries Inc | COM | 134,100 | $30.1M | 8.4% | 00.0% | Unchanged | History |
| EMEEMCOR Group, Inc. | Stock | 270,000 | $27.8M | 7.8% | +270,000 | New | History |
| Ata CN001940105 | COM | 960,800 | $26.4M | 7.4% | +125,000+15.0% | Added | – |
| JBTMJBT Marel Corp | COM | 220,000 | $24.3M | 6.8% | +139,900+174.7% | Added | History |
| THRMGentherm Inc | COM | 365,000 | $22.8M | 6.4% | −9,800−2.6% | Reduced | History |
| BLDRBuilders FirstSource, Inc. | Stock | 360,000 | $19.3M | 5.4% | −190,559−34.6% | Reduced | History |
| ALNTAllient Inc | COM | 776,500 | $17.7M | 5.0% | +33,176+4.5% | Added | History |
| THRYThryv Holdings, Inc. | COM NEW | 775,000 | $17.4M | 4.9% | 00.0% | Unchanged | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 771,600 | $16.2M | 4.5% | 00.0% | Unchanged | History |
| ONEWOneWater Marine Inc. | CL A COM | 459,600 | $15.2M | 4.3% | 00.0% | Unchanged | History |
| ERIIEnergy Recovery, Inc. | COM | 717,400 | $13.9M | 3.9% | +717,400 | New | History |
| TITNTitan Machinery Inc. | COM | 620,000 | $13.9M | 3.9% | +36,000+6.2% | Added | History |
| ATSGAir Transport Services Group, Inc. | COM | 475,000 | $13.6M | 3.8% | +475,000 | New | History |
| ENSEnerSys | COM | 220,000 | $13.0M | 3.6% | −340,501−60.7% | Reduced | History |
| AIMCAltra Industrial Motion Corp. | COM | 350,000 | $12.3M | 3.5% | +350,000 | New | History |
| LUNALuna Innovations Inc | COM | 1,832,647 | $10.7M | 3.0% | 00.0% | Unchanged | History |
| SWIMLatham Group, Inc. | COM | 1,500,000 | $10.4M | 2.9% | −408,500−21.4% | Reduced | History |
| Mda CN55292X108 | COM | 1,395,000 | $8.65M | 2.4% | +321,500+29.9% | Added | – |
| DYDycom Industries Inc | COM | 82,979 | $7.72M | 2.2% | +82,979 | New | History |
| Atlas Technical Consultants, Inc.049430101 | COM CLS A | 936,102 | $4.92M | 1.4% | −1,233−0.1% | Reduced | – |
Sold out since Q1 2022 (8)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| TGITriumph Group Inc | COM | 1,309,200 | $33.1M | 7.2% | History |
| RDNWRideNow Group, Inc. | COM CL B | 723,900 | $24.8M | 5.4% | History |
| MBUUMalibu Boats, Inc. | COM CL A | 177,400 | $10.3M | 2.2% | History |
| CHGGChegg, Inc | COM | 225,000 | $8.16M | 1.8% | History |
| FTCIFTC Solar, Inc. | COM | 1,648,112 | $8.13M | 1.8% | History |
| SNPOSnap One Holdings Corp. | COM | 238,800 | $3.52M | 0.8% | History |
| EVIEvi Industries, Inc. | COM | 184,300 | $3.43M | 0.7% | History |
| AGYSAgilysys Inc | COM | 60,412 | $2.41M | 0.5% | History |