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View AllLatest ACK Asset Management LLC Stock Portfolio
$831Million
Equity Portfolio Value
Last Reported on: 13 Feb, 2024
About ACK Asset Management LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, ACK Asset Management LLC reported an equity portfolio of $831.3 Millions as of 31 Dec, 2023.
The top stock holdings of ACK Asset Management LLC are MTRN, DY, MTZ. The fund has invested 7.5% of it's portfolio in MTRN and 7.4% of portfolio in DY.
The fund managers got completely rid off HLIO (HLIO), VMI (VMI) and ERII (ERII) stocks. They significantly reduced their stock positions in EME (EME) and ALNT (AMOT). ACK Asset Management LLC opened new stock positions in DY (DY), JBI (JBI) and CLFD (CLFD). The fund showed a lot of confidence in some stocks as they added substantially to ARRY (ARRY), MTZ (MTZ) and MDA-TC.
The top stock holdings of ACK Asset Management LLC are MTRN, DY, MTZ. The fund has invested 7.5% of it's portfolio in MTRN and 7.4% of portfolio in DY.
The fund managers got completely rid off HLIO (HLIO), VMI (VMI) and ERII (ERII) stocks. They significantly reduced their stock positions in EME (EME) and ALNT (AMOT). ACK Asset Management LLC opened new stock positions in DY (DY), JBI (JBI) and CLFD (CLFD). The fund showed a lot of confidence in some stocks as they added substantially to ARRY (ARRY), MTZ (MTZ) and MDA-TC.
Current Stock Holdings of ACK Asset Management LLC
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMOT | ALNT | 2.54 | 700,000 | 21,147,000 | REDUCED | -13.3 | |
| ARRY | ARRY | 4.47 | 2,211,600 | 37,154,900 | ADDED | 160 | |
| ATKR | ATKR | 6.93 | 360,000 | 57,600,000 | UNCHANGED | 0.00 | |
| ATRO | ATRO | 3.20 | 1,529,000 | 26,635,200 | ADDED | 1.59 | |
| CLFD | CLFD | 1.57 | 447,900 | 13,024,900 | NEW | ||
| CNM | CNM | 6.57 | 1,352,000 | 54,634,300 | ADDED | 3.6 | |
| DY | DY | 7.41 | 535,500 | 61,630,700 | NEW | ||
| EME | EME | 4.66 | 180,000 | 38,777,400 | REDUCED | -21.74 | |
| ENS | ENS | 6.95 | 572,500 | 57,799,600 | UNCHANGED | 0.00 | |
| ERII | ERII | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HLIO | HLIO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| JBI | JBI | 5.33 | 3,394,400 | 44,296,900 | NEW | ||
| LUNA | LUNA | 1.50 | 1,870,000 | 12,435,500 | ADDED | 1.42 | |
| MTRN | MTRN | 7.52 | 480,500 | 62,527,500 | UNCHANGED | 0.00 | |
| MTZ | MTZ | 7.03 | 772,300 | 58,478,600 | ADDED | 52.93 | |
| NEOG | NEOG | 4.98 | 2,059,400 | 41,414,500 | ADDED | 2.97 | |
| ROG | ROG | 6.52 | 410,200 | 54,175,100 | ADDED | 10.86 | |
| SMRT | SMRT | 2.33 | 6,080,400 | 19,396,500 | ADDED | 2.97 | |
| THRY | THRY | 2.32 | 945,509 | 19,241,100 | ADDED | 5.00 | |
| TITN | TITN | 2.29 | 660,000 | 19,060,800 | UNCHANGED | 0.00 | |
| VMI | VMI | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZWS | ZWS | 6.01 | 1,700,000 | 49,997,000 | UNCHANGED | 0.00 | |
| ATS | 6.76 | 1,304,980 | 56,205,500 | ADDED | 6.85 | ||
| MDA-TC | 3.09 | 2,950,000 | 25,689,500 | ADDED | 21.94 |