ACK Asset Management Q2 2022 holdings

$357 Million is the total value of ACK Asset Management's 21 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 54.2% .

 Value Shares↓ Weighting
MTRN  MTRN$30,944
-14.0%
419,7000.0%8.66%
+10.9%
VMI  VMI$30,123
-5.9%
134,1000.0%8.43%
+21.5%
EME NewEME$27,799270,000
+100.0%
7.78%
ATSAF BuyATA CN$26,378
-12.5%
960,800
+15.0%
7.38%
+12.9%
JBT BuyJBT$24,292
+156.0%
220,000
+174.7%
6.80%
+230.2%
THRM SellTHRM$22,780
-16.8%
365,000
-2.6%
6.38%
+7.3%
BLDR SellBLDR$19,332
-45.6%
360,000
-34.6%
5.41%
-29.8%
AMOT BuyAMOT$17,735
-20.0%
776,500
+4.5%
4.96%
+3.1%
THRY  THRY$17,352
-20.4%
775,0000.0%4.86%
+2.7%
MCFT  MCFT$16,242
-14.5%
771,6000.0%4.55%
+10.4%
ONEW  ONEW$15,190
-4.1%
459,6000.0%4.25%
+23.8%
ERII NewERII$13,932717,400
+100.0%
3.90%
TITN BuyTITN$13,894
-15.8%
620,000
+6.2%
3.89%
+8.6%
ATSG NewATSG$13,647475,000
+100.0%
3.82%
ENS SellENS$12,971
-69.0%
220,000
-60.7%
3.63%
-60.0%
AIMC NewAIMC$12,338350,000
+100.0%
3.45%
LUNA  LUNA$10,684
-24.4%
1,832,6470.0%2.99%
-2.4%
SWIM SellSWIM$10,395
-58.9%
1,500,000
-21.4%
2.91%
-46.9%
BuyMDA CN$8,646
-2.4%
1,395,000
+29.9%
2.42%
+25.9%
DY NewDY$7,72082,979
+100.0%
2.16%
ATCX SellATCX$4,924
-56.4%
936,102
-0.1%
1.38%
-43.7%
AGYS ExitAGYS$0-60,412
-100.0%
-0.52%
EVI ExitEVI$0-184,300
-100.0%
-0.74%
ExitSNPO$0-238,800
-100.0%
-0.76%
FTCI ExitFTCI$0-1,648,112
-100.0%
-1.76%
CHGG ExitCHGG$0-225,000
-100.0%
-1.77%
MBUU ExitMBUU$0-177,400
-100.0%
-2.23%
RMBL ExitRMBL$0-723,900
-100.0%
-5.37%
TGI ExitTGI$0-1,309,200
-100.0%
-7.18%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Kenneth F. Cooper — Chief Financial Officer

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EDGAR filings