ACK ASSET MANAGEMENT LLC
ACK ASSET MANAGEMENT LLC runs ACK ASSET MANAGEMENT LLC and currently holds 21 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $856.33M. Their top holdings are WMS, HLIO, LFUS, JHX, GTX. The top five represent 33.7% of reported portfolio weight. ACK ASSET MANAGEMENT LLC ranks #369 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ACK ASSET MANAGEMENT LLC initiated 7 new positions. They added to 4 existing positions. They trimmed 4 positions. Their current best-performing preview position is MTRN with returns of +105.59%.
21 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
WMS WMS | 7.15% | $117.61 | $143.71 | +22.19% | Held |
HLIO HLIO | 7.10% | $52.15 | $76.10 | +45.93% | Trimmed -12.73% |
LFUS LFUS | 6.65% | $339.35 | $412.26 | +21.49% | Trimmed -7.41% |
JHX JHX | 6.42% | $19.21 | $30.41 | +58.30% | Held |
GTX GTX | 6.35% | $36.23 | $26.62 | -26.52% | New Buy |
CNM CNM | 6.14% | $52.86 | $44.90 | -15.06% | Added +21.11% |
EXP EXP | 5.78% | $222.04 | $206.90 | -6.82% | Added +33.33% |
ASTE ASTE | 4.93% | $47.61 | $43.55 | -8.53% | Trimmed -12.23% |
MTRN MTRN | 4.69% | $74.04 | $232.15 | +213.55% | Trimmed -71.57% |
BWA BWA | 4.65% | $66.40 | $67.80 | +2.11% | New Buy |
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