Question 1

What is ACK Asset Management LLC's portfolio value?

Accepted Answer

As of Q4 2025, ACK Asset Management LLC manages $797K across 23 reported positions in their SEC 13F filing.

Question 2

What are ACK Asset Management LLC's top holdings?

Accepted Answer

ACK Asset Management LLC's largest 13F positions include MTRN, GVA, WMS, representing approximately 21.7% of the reported portfolio.

Question 3

How many stocks does ACK Asset Management LLC hold?

Accepted Answer

ACK Asset Management LLC holds 23 reported positions as of their Q4 2025 13F filing.

Question 4

When did ACK Asset Management LLC last file a 13F?

Accepted Answer

The most recent 13F filing from ACK Asset Management LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	MTRN MTRN	474,800	$59K	7.41%
2	GVA GVA	500,000	$58K	7.24%
3	WMS WMS	390,000	$56K	7.09%
4	ATS ATS	1,846,196	$51K	6.38%
5	CNM CNM	900,000	$47K	5.87%
6	ENS ENS	304,324	$45K	5.61%
7	1GSN NOVT	375,000	$45K	5.60%
8	JHX JHX	2,100,000	$44K	5.47%
9	HLIO HLIO	780,378	$42K	5.24%
10	SITE SITE	330,000	$41K	5.16%

Sector	# Holdings	Value	%
Industrials	14	$496K	62.2%
Basic Materials	3	$137K	17.2%
Unknown	3	$90K	11.3%
Consumer Cyclical	2	$56K	7.0%
Technology	1	$18K	2.3%

ACK Asset Management LLC

Top 10 Holdings

Quarterly Changes

Top Buys

Top Sells

New Positions (6)

Closed Positions (3)

Sector Breakdown