ACK Asset Management Q2 2021 13F Holdings

ACK Asset Management Q2 2021 holdings
TickerName Value Shares↓ Weighting
ENS ENSAdd  $22,234
30.6%
335,000
19.6%
8.18%
20.8%
TGI TGIAdd  $21,870
10.5%
1,460,000
9.0%
8.05%
2.3%
ROG ROG  $20,997
2.6%
191,0000.0%7.73%
-5.1%
MTRN MTRNAdd  $16,718
19.4%
310,000
14.8%
6.15%
10.4%
THRM THRMAdd  $15,587
10.8%
310,000
6.9%
5.74%
2.5%
AMOT AMOTAdd  $15,174
1.0%
628,049
50.0%
5.58%
-6.6%
ATSAF ATA CNAdd  $14,130
20.9%
825,000
13.8%
5.20%
11.9%
VMI VMIAdd  $13,056
14.6%
90,000
7.5%
4.80%
6.0%
THRY THRYReduce  $12,767
-3.0%
655,000
-3.0%
4.70%
-10.2%
ATCX ATCX  $12,370
0.8%
1,500,0000.0%4.55%
-6.7%
MDA CNNew  $11,803931,5004.34%
FWAA FWAANew  $11,0721,050,0004.08%
BLDR BLDRReduce  $10,396
-9.0%
696,253
-9.7%
3.83%
-15.8%
TWCT TWCTNew  $10,0721,000,0003.71%
JBT JBT  $8,726
0.7%
80,0000.0%3.21%
-6.8%
RMBL RMBLNew  $8,300216,0003.06%
LUNA LUNA  $8,114
1.5%
1,212,4000.0%2.99%
-6.1%
SLCA SLCA  $7,762
3.8%
1,825,0000.0%2.86%
-3.9%
NVEC NVEC  $7,624
0.1%
119,0000.0%2.81%
-7.3%
TITN TITN  $7,599
1.6%
520,0000.0%2.80%
-6.0%
MCFT MCFT  $6,544
2.5%
435,9650.0%2.41%
-5.2%
LDL LDLReduce  $3,266
-62.1%
214,071
-61.1%
1.20%
-64.9%
NHIC NHICNew  $3,109308,3331.14%
AGYS AGYSReduce  $2,425
-35.8%
115,000
-34.3%
0.89%
-40.6%
TRNS TRNSSold out  $0-125,000-0.80%
GNPK GNPKSold out  $0-450,200-1.90%
DOOR DOORSold out  $0-90,000-3.23%
DY DYSold out  $0-435,225-7.22%
  • ACK Asset Management Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $272 Million
  • Holdings
    24
  • Turnover
    39.1%
  • EDGAR