ACK Asset Management Q1 2021 13F Holdings

ACK Asset Management Q1 2021 holdings
TickerName Value Shares↓ Weighting
ROG ROGReduce  $20,472
-5.2%
191,000
-5.0%
8.14%
-8.4%
TGI TGIAdd  $19,785
284.8%
1,340,000
300.0%
7.87%
271.8%
DY DYReduce  $18,144
-5.4%
435,225
-4.4%
7.22%
-8.6%
ENS ENSAdd  $17,030
3.9%
280,000
1.8%
6.78%
0.4%
AMOT AMOTReduce  $15,025
-1.3%
418,700
-1.2%
5.98%
-4.7%
THRM THRMAdd  $14,068
12.6%
290,000
5.2%
5.60%
8.8%
MTRN MTRNAdd  $14,007
89.9%
270,000
57.6%
5.57%
83.5%
THRY THRYNew  $13,156675,0005.23%
ATCX ATCXNew  $12,2701,500,0004.88%
ATSAF ATA CN  $11,6840.0%725,0000.0%4.65%
-3.4%
BLDR BLDRAdd  $11,421
310.1%
771,253
440.7%
4.54%
296.1%
VMI VMIReduce  $11,389
-31.4%
83,690
-30.3%
4.53%
-33.7%
JBT JBT  $8,6650.0%80,0000.0%3.45%
-3.4%
LDL LDLReduce  $8,621
-5.6%
550,000
-4.3%
3.43%
-8.8%
DOOR DOORReduce  $8,130
-5.5%
90,000
-5.3%
3.23%
-8.6%
LUNA LUNA  $7,9910.0%1,212,4000.0%3.18%
-3.4%
NVEC NVECNew  $7,613119,0003.03%
TITN TITN  $7,480
0.0%
520,0000.0%2.98%
-3.3%
SLCA SLCAReduce  $7,476
-27.4%
1,825,000
-24.7%
2.97%
-29.9%
MCFT MCFTReduce  $6,387
-4.0%
435,965
-3.2%
2.54%
-7.2%
GNPK GNPKNew  $4,774450,2001.90%
AGYS AGYSReduce  $3,775
-38.2%
175,000
-34.0%
1.50%
-40.2%
TRNS TRNSReduce  $2,017
-57.3%
125,000
-54.5%
0.80%
-58.7%
MSI MSI 210219... MSIcallSold out  $0-230-0.04%
EXPD EXPD 210219... EXPDcallSold out  $0-600-0.06%
BWA 210115... callSold out  $0-2,000-0.09%
MFAC MFACSold out  $0-245,000-1.18%
ACAM ACAMSold out  $0-350,000-1.63%
BBCP BBCPSold out  $0-1,530,918-2.57%
ROCH ROCHSold out  $0-626,000-2.93%
BMCH BMCHSold out  $0-501,800-3.94%
EME EMESold out  $0-215,000-5.98%