13F-HR filed by ACK Asset Management LLC
ACK Asset Management LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 21 holding rows worth $761,426,347.
- Accession
- 0001510940-25-000005
- Filer
- CIK 1510940
- Filed
- 2025-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 21 entries on the cover page, a total value of $761,426,347 stated on the cover page (in dollars after the unit check, H1), rows summing to $761,426,347 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 |
|---|---|---|---|---|---|---|
| ASTRONICS CORP COM | 046433108 | Stock | 2,060,000 | $68,968,800 | dollars as filed | |
| ATS CORPORATION | 00217Y104 | COM | 1,846,196 | $58,856,728 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 224,700 | $54,914,433 | dollars as filed | |
| GRANITE CONSTR INC COM | 387328107 | Stock | 545,000 | $50,962,950 | dollars as filed | |
| ENERSYS COM | 29275Y102 | Stock | 584,324 | $50,117,469 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 265,200 | $48,120,540 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 2,032,000 | $45,598,080 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 350,546 | $42,156,662 | dollars as filed | |
| MATERION CORP | 576690101 | COM | 524,800 | $41,653,376 | dollars as filed | |
| ALBANY INTL CORP | 012348108 | CL A | 585,000 | $41,026,050 | dollars as filed | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 275,000 | $39,864,000 | dollars as filed | |
| ADVANCED DRAIN SYS INC DEL COM | 00790R104 | Stock | 345,000 | $39,626,700 | dollars as filed | |
| MRC GLOBAL INC | 55345K103 | COM | 2,267,000 | $31,080,570 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 250,000 | $30,235,000 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 1,337,000 | $28,785,610 | dollars as filed | |
| CLEARFIELD INC | 18482P103 | COMMON STOCK | 625,200 | $27,139,932 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 125,000 | $21,303,750 | dollars as filed | |
| Matrix Service Company | 576853105 | COM | 1,087,100 | $14,686,721 | dollars as filed | |
| NPK INTERNATIONAL INC | 651718504 | COMMON STOCK | 1,226,808 | $10,440,136 | dollars as filed | |
| CUSTOM TRUCK ONE SOURCE INC | 23204X103 | COM CL A | 1,875,000 | $9,262,500 | dollars as filed | |
| DXP ENTERPRISES INC | 233377407 | COM NEW | 75,600 | $6,626,340 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001510940-25-000005 | this filing | 2025-08-13 | acceptance time not in the bulk data set |