ACK Asset Management LLC

Est. AUM

$801.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MTRN	COM	$68.7M	474800	8.57%	SOLE
2	WMS	COM	$53.5M	390000	6.68%	SOLE
3	ATS	COM	$52.1M	1846196	6.50%	SOLE
4	ROG	COM	$51.0M	475000	6.36%	SOLE
5	HLIO	COM	$50.5M	780378	6.30%	SOLE
6	LFUS	COM	$45.8M	135000	5.72%	SOLE
7	CNM	COM	$44.5M	900000	5.55%	SOLE
8	NOVT	COM	$44.3M	375000	5.53%	SOLE
9	SITE	COM	$43.9M	330000	5.48%	SOLE
10	ASTE	COM	$42.3M	786500	5.29%	SOLE
11	JHX	COM	$39.8M	2100000	4.96%	SOLE
12	DXPE	COM	$36.3M	260000	4.53%	SOLE
13	CDNL	COM	$34.7M	874000	4.33%	SOLE
14	EXP	COM	$31.3M	165000	3.90%	SOLE
15	MBC	COM	$30.7M	3700000	3.84%	SOLE
16	GVA	COM	$30.0M	250000	3.74%	SOLE
17	CTS	COM	$27.9M	584000	3.48%	SOLE
18	SWIM	COM	$27.7M	5160000	3.46%	SOLE
19	AERO-SWX	COM	$26.8M	830000	3.35%	SOLE
20	CLFD	COM	$19.5M	735200	2.43%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.