EdgeMarket › What Ack Asset Management Llc reported owning
What Ack Asset Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
801.1MPositions
20Quarter
2026-03-31Shown below
20largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MTRN MATERION Corp | 68.7M | 8.6% | 474.8K | 231.96 | +111.4% |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 53.5M | 6.7% | 390.0K | 143.73 | +1.4% |
| ATS ATS Corp /ATS | 52.1M | 6.5% | 1.8M | 19.74 | -26.6% |
| ROG ROGERS CORP | 51.0M | 6.4% | 475.0K | 126.55 | +71.0% |
| HLIO HELIOS TECHNOLOGIES, INC. | 50.5M | 6.3% | 780.4K | 76.18 | +48.4% |
| LFUS LITTELFUSE INC /DE | 45.8M | 5.7% | 135.0K | 412.26 | +65.4% |
| CNM Core & Main, Inc. | 44.5M | 5.5% | 900.0K | 44.88 | -29.8% |
| NOVT NOVANTA INC | 44.3M | 5.5% | 375.0K | 145.24 | +26.1% |
| SITE SiteOne Landscape Supply, Inc. | 43.9M | 5.5% | 330.0K | 95.94 | -30.4% |
| ASTE ASTEC INDUSTRIES INC | 42.3M | 5.3% | 786.5K | 43.55 | -1.2% |
| JHX James Hardie Industries plc | 39.8M | 5.0% | 2.1M | 30.43 | +63.3% |
| DXPE DXP ENTERPRISES INC | 36.3M | 4.5% | 260.0K | 190.28 | +65.6% |
| CDNL Cardinal Infrastructure Group Inc. | 34.7M | 4.3% | 874.0K | 43.50 | — |
| EXP EAGLE MATERIALS INC | 31.3M | 3.9% | 165.0K | 207.03 | -8.5% |
| MBC MasterBrand, Inc. | 30.7M | 3.8% | 3.7M | 9.11 | -25.9% |
| GVA GRANITE CONSTRUCTION INC | 30.0M | 3.7% | 250.0K | 123.74 | +13.0% |
| CTS CTS CORP | 27.9M | 3.5% | 584.0K | 57.74 | +39.0% |
| SWIM Latham Group, Inc. | 27.7M | 3.5% | 5.2M | 7.03 | -6.9% |
| unmapped CUSIP H55555108 | 26.8M | 3.3% | 830.0K | — | — |
| CLFD Clearfield, Inc. | 19.5M | 2.4% | 735.2K | 27.54 | -11.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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