13F-HR filed by ACK Asset Management LLC
ACK Asset Management LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-13, with 20 holding rows worth $608,959,302.
- Accession
- 0001510940-25-000002
- Filer
- CIK 1510940
- Filed
- 2025-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 20 entries on the cover page, a total value of $608,959,302 stated on the cover page (in dollars after the unit check, H1), rows summing to $608,959,301 with VALUE read as dollars as filed, 13F file number 028-14060. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DYCOM INDS INC COM | 267475101 | Stock | 382,800 | $58,315,752 | dollars as filed | |
| ENERSYS COM | 29275Y102 | Stock | 624,324 | $57,175,592 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 462,700 | $54,001,717 | dollars as filed | |
| ATS CORPORATION | 00217Y104 | COM | 2,013,196 | $50,188,976 | dollars as filed | |
| ASTRONICS CORP COM | 046433108 | Stock | 2,060,000 | $49,790,200 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 369,800 | $45,189,560 | dollars as filed | |
| MATERION CORP | 576690101 | COM | 459,200 | $37,470,720 | dollars as filed | |
| ROGERS CORP COM | 775133101 | Stock | 517,500 | $34,946,775 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 279,100 | $31,563,419 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 1,201,000 | $27,382,800 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 1,618,356 | $23,466,162 | dollars as filed | |
| CLEARFIELD INC | 18482P103 | COMMON STOCK | 687,200 | $20,423,584 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 1,220,591 | $20,005,486 | dollars as filed | |
| MRC GLOBAL INC | 55345K103 | COM | 1,565,000 | $17,966,200 | dollars as filed | |
| MASTERBRAND INC | 57638P104 | COMMON STOCK | 1,302,500 | $17,010,650 | dollars as filed | |
| Bird Construction | 09076P104 | COM | 1,120,800 | $16,961,985 | dollars as filed | |
| Matrix Service Company | 576853105 | COM | 1,184,100 | $14,718,363 | dollars as filed | |
| GRANITE CONSTR INC COM | 387328107 | Stock | 190,700 | $14,378,780 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 100,000 | $12,144,000 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 754,000 | $5,858,580 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001510940-25-000002 | this filing | 2025-05-13 | acceptance time not in the bulk data set |