Ack Asset Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $583 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dycom Industries Inc with a value of $77.5M, Mastec Inc with a value of $72.4M, Ener Sys with a value of $62M, Rogers Corp with a value of $58.9M, and John Bean Technologies Corp with a value of $50.8M.

Examining the 13F form we can see an decrease of $120M in the current position value, from $703M to 583M.

Ack Asset Management LLC is based out at Greenwich, CT

Below you can find more details about Ack Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $583 Million
Industrials: $401 Million
Technology: $81.3 Million
Basic Materials: $68 Million
Healthcare: $14.7 Million
Consumer Cyclical: $11.2 Million
Energy: $7.03 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $583 Million
  • Prior Value $703 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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