Ack Asset Management LLC Portfolio Holdings by Sector
Ack Asset Management LLC
- $496 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Engineering & Construction | Industrials
DY MTZ MYRG MTRX GVA 5 stocks |
$172,975
36.13% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
JBT MIR 2 stocks |
$69,983
14.62% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENS 1 stocks |
$57,175
11.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
ATRO 1 stocks |
$49,790
10.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
MTRN 1 stocks |
$37,470
7.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
ROG 1 stocks |
$34,946
7.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CLFD 1 stocks |
$20,423
4.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
MRC 1 stocks |
$17,966
3.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
SITE 1 stocks |
$12,144
2.54% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
LASR 1 stocks |
$5,858
1.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Pollution & Treatment Controls | Industrials
CECE 1 stocks |
$0
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|