ACK Asset Management Q4 2020 13F Holdings

ACK Asset Management Q4 2020 holdings
TickerName Value Shares↓ Weighting
ROG ROGAdd  $21,605
26.0%
201,000
26.6%
8.89%
0.9%
DY DYReduce  $19,187
-5.5%
455,225
-4.9%
7.90%
-24.3%
VMI VMINew  $16,606120,0006.84%
ENS ENSReduce  $16,391
-0.7%
275,000
-1.9%
6.75%
-20.5%
AMOT AMOT  $15,228
0.3%
423,7000.0%6.27%
-19.7%
EME EMEAdd  $14,529
49.4%
215,000
44.7%
5.98%
19.7%
THRM THRMAdd  $12,498
49.4%
275,600
46.1%
5.15%
19.7%
ATSAF ATA CNNew  $11,684725,0004.81%
SLCA SLCANew  $10,3022,425,0004.24%
BMCH BMCHReduce  $9,579
-20.2%
501,800
-19.3%
3.94%
-36.1%
LDL LDLAdd  $9,133
13.6%
575,000
10.9%
3.76%
-9.0%
JBT JBTNew  $8,66580,0003.57%
DOOR DOORNew  $8,59995,0003.54%
LUNA LUNA  $7,991
0.4%
1,212,4000.0%3.29%
-19.6%
TITN TITNNew  $7,478520,0003.08%
MTRN MTRNReduce  $7,377
-6.6%
171,350
-5.9%
3.04%
-25.2%
ROCH ROCHNew  $7,119626,0002.93%
MCFT MCFTReduce  $6,654
-6.0%
450,459
-5.9%
2.74%
-24.7%
BBCP BBCPReduce  $6,251
-39.9%
1,530,918
-37.6%
2.57%
-51.9%
AGYS AGYSAdd  $6,105
29.5%
265,001
23.6%
2.51%
3.7%
TGI TGINew  $5,142335,0002.12%
TRNS TRNSReduce  $4,719
-38.5%
275,000
-31.3%
1.94%
-50.7%
ACAM ACAMNew  $3,963350,0001.63%
MFAC MFACNew  $2,866245,0001.18%
BLDR BLDRReduce  $2,785
-70.5%
142,642
-71.8%
1.15%
-76.4%
BWA 210115... callNew  $2162,0000.09%
EXPD EXPD 210219... EXPDcallNew  $1336000.05%
MSI MSI 210219... MSIcallNew  $1002300.04%
KW KWSold out  $0-180,800-1.19%
AIMC AIMCSold out  $0-339,300-4.44%
HLIO HLIOSold out  $0-286,300-4.57%
PWR PWRSold out  $0-372,100-6.32%