ACK Asset Management LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$609.0M
Holdings
20
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DYDYCOM INDUSTRIES INC | 382,800 | $58.3M | 9.58% | |
| 2 | ENSENERSYS | 624,324 | $57.2M | 9.39% | |
| 3 | MTZMASTEC INC | 462,700 | $54.0M | 8.87% | |
| 4 | ATSATS CORP | 2,013,196 | $50.2M | 8.24% | |
| 5 | ATROASTRONICS CORP | 2,060,000 | $49.8M | 8.18% | |
| 6 | JBTJBT MAREL CORPORATION | 369,800 | $45.2M | 7.42% | |
| 7 | MTRNMATERION CORP | 459,200 | $37.5M | 6.15% | |
| 8 | RG6ROGERS CORP | 517,500 | $34.9M | 5.74% | |
| 9 | MYRGMYR GROUP INC | 279,100 | $31.6M | 5.18% | |
| 10 | CECOCECO ENVIRONMENTAL CORP | 1,201,000 | $27.4M | 4.50% | |
| 11 | MIRMIRION TECHNOLOGIES INC | 1,618,356 | $23.5M | 3.85% | |
| 12 | CLFDCLEARFIELD INC | 687,200 | $20.4M | 3.35% | |
| 13 | CTRICENTURI HOLDINGS INC. | 1,220,591 | $20.0M | 3.29% | |
| 14 | 37MMRC GLOBAL INC | 1,565,000 | $18.0M | 2.95% | |
| 15 | MBCMASTERBRAND INC | 1,302,500 | $17.0M | 2.79% | |
| 16 | BDTBIRD CONSTRUCTION INC | 1,120,800 | $17.0M | 2.79% | |
| 17 | MTRXMATRIX SERVICE CO | 1,184,100 | $14.7M | 2.42% | |
| 18 | GVAGRANITE CONSTRUCTION INC | 190,700 | $14.4M | 2.36% | |
| 19 | SITESITEONE LANDSCAPE SUPPLY INC | 100,000 | $12.1M | 1.99% | |
| 20 | LASRNLIGHT INC | 754,000 | $5.9M | 0.96% |