Ack Asset Management LLC Portfolio Holdings by Sector
Ack Asset Management LLC
- $648 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Engineering & Construction | Industrials
DY GVA MYRG MTZ MTRX 5 stocks |
$189,985
29.3% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
JBT RRX MIR 3 stocks |
$112,744
17.39% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
ATRO 1 stocks |
$68,968
10.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENS 1 stocks |
$50,117
7.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
MTRN 1 stocks |
$41,653
6.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Textile Manufacturing | Consumer Cyclical
AIN 1 stocks |
$41,026
6.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
WMS 1 stocks |
$39,626
6.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
SITE DXPE 2 stocks |
$36,861
5.68% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
MRC 1 stocks |
$31,080
4.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CLFD 1 stocks |
$27,139
4.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
CTOS 1 stocks |
$9,262
1.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|