Fund HoldingsACK Asset Management LLC

Total Portfolio Value
$809.20M
Total Bought
$86.24M
Total Sold
$126.69M
Net Transaction
-$40.44M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PRIM(PRIM)0390,000+390,000022,6512.80%+22,651
DY(DY)535,500535,500090,371105,54713.04%+15,176
GVA(GVA)825,000825,000051,12565,4068.08%+14,281
ESI(ESI)1,500,0001,990,000+490,00040,68054,0486.68%+13,368
CALX(CALX)0321,124+321,124012,4561.54%+12,456
MTZ(MTZ)772,300772,300082,62895,07011.75%+12,442
MBC(MBC)0650,000+650,000012,0511.49%+12,051
MIR(MIR)3,297,5804,246,300+948,72035,41647,0075.81%+11,591
MTRX0801,000+801,00009,2361.14%+9,236
CECO(CECO)821,200981,200+160,00023,69227,6703.42%+3,978
NEOG(NEOG)1,659,4001,659,400025,93627,8953.45%+1,958
MTRN(MTRN)505,500505,500054,66056,5456.99%+1,886
ATS(ATS)2,000,0002,255,889+255,88964,62065,5348.10%+914
CLFD695,000695,000026,79927,0773.35%+278
ENS(ENS)715,000715,000074,01772,9669.02%-1,051
ATRO2,060,0002,060,000041,26240,1294.96%-1,133
LUNA779,000525,000-254,0002,4931,2340.15%-1,259
MDA-TC(MDA)211,6000-211,6002,1150-2,115
THRY245,0000-245,0004,3660-4,366
ROG(ROG)590,000590,000071,16066,6768.24%-4,484
FIP1,025,0000-1,025,0008,8460-8,846
ARRY4,282,0000-4,282,00043,9330-43,933
CNM(CNM)1,352,0000-1,352,00066,1670-66,167
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