Fund HoldingsACK Asset Management LLC

Total Portfolio Value
$810.29M
Total Bought
$213.01M
Total Sold
$263.10M
Net Transaction
-$50.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
GVA(GVA)0825,000+825,000051,1256.31%+51,125
ESI(ESI)01,500,000+1,500,000040,6805.02%+40,680
MIR(MIR)03,297,580+3,297,580035,4164.37%+35,416
CECO(CECO)0821,200+821,200023,6922.92%+23,692
DY(DY)535,500535,500076,86090,37111.15%+13,511
ATS(ATS)1,540,0002,000,000+460,00051,92964,6207.97%+12,691
MTZ(MTZ)772,300772,300072,01782,62810.20%+10,611
ROG(ROG)520,000590,000+70,00061,71971,1608.78%+9,441
ATRO1,675,0002,060,000+385,00031,89241,2625.09%+9,370
FIP01,025,000+1,025,00008,8461.09%+8,846
ENS(ENS)715,000715,000067,53974,0179.13%+6,478
CLFD665,000695,000+30,00020,50926,7993.31%+6,291
ARRY2,631,6004,282,000+1,650,40039,23743,9335.42%+4,696
MDA-TC(MDA)0211,600+211,60002,1150.26%+2,115
LUNA1,229,000779,000-450,0003,9392,4930.31%-1,446
NEOG(NEOG)2,059,4001,659,400-400,00032,49725,9363.20%-6,561
MTRN(MTRN)480,500505,500+25,00063,30654,6606.75%-8,646
SMRT4,170,0000-4,170,00011,1760-11,176
CNM(CNM)1,352,0001,352,000077,40266,1678.17%-11,235
THRY762,288245,000-517,28816,9464,3660.54%-12,580
TITN510,0000-510,00012,6530-12,653
ALNT527,0000-527,00018,8030-18,803
MDA-TC2,950,0000-2,950,00032,1100-32,110
ZWS(ZWS)1,260,0000-1,260,00042,1720-42,172
JBI3,394,4000-3,394,40051,3570-51,357
ATKR390,0000-390,00074,2400-74,240
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