Ack Asset Management LLC Top Holdings and 13F Report (2021) About Ack Asset Management LLCInvestment ActivityAck Asset Management LLC has $746.42 million in total holdings as of September 30, 2021.Ack Asset Management LLC owns shares of 22 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 22.68% of the portfolio was purchased this quarter.About 29.84% of the portfolio was sold this quarter.This quarter, Ack Asset Management LLC has purchased 18 new stocks and bought additional shares in 4 stocks.Ack Asset Management LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dycom Industries $77,543,730MasTec $72,399,252ATS $63,800,614EnerSys $62,022,748Rogers $58,933,800 Largest New Holdings this Quarter John Bean Technologies $50,840,000 HoldingMYR Group $29,754,000 HoldingCTRI $25,103,000 HoldingAPTV $14,515,200 HoldingBorgWarner $11,171,006 Holding Largest Purchases this Quarter John Bean Technologies 400,000 shares (about $50.84M)MYR Group 200,000 shares (about $29.75M)CTRI 1,300,000 shares (about $25.10M)APTV 240,000 shares (about $14.52M)MasterBrand 825,000 shares (about $12.05M) Largest Sales this Quarter Granite Construction 541,000 shares (about $47.45M)Mirion Technologies 2,431,300 shares (about $42.43M)MasTec 240,500 shares (about $32.74M)Element Solutions 1,240,000 shares (about $31.53M)Dycom Industries 90,000 shares (about $15.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAck Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDYDycom Industries$77,543,730$15,665,400 ▼-16.8%445,50010.4%ConstructionMTZMasTec$72,399,252$32,741,670 ▼-31.1%531,8009.7%ConstructionATSATS$63,800,614$4,958,883 ▼-7.2%2,093,1968.5%Industrial ProductsENSEnerSys$62,022,748$4,064,702 ▼-6.2%671,0248.3%Industrial ProductsROGRogers$58,933,800$1,016,100 ▼-1.7%580,0007.9%Computer and TechnologyJBTJohn Bean Technologies$50,840,000$50,840,000 ▲New Holding400,0006.8%Industrial ProductsMTRNMaterion$48,925,824$1,058,016 ▼-2.1%494,8006.6%Basic MaterialsCECOCECO Environmental$38,452,560$8,790,884 ▲29.6%1,272,0005.2%Industrial ProductsATROAstronics$32,877,6000.0%2,060,0004.4%AerospaceMIRMirion Technologies$31,671,750$42,426,185 ▼-57.3%1,815,0004.2%Business ServicesMYRGMYR Group$29,754,000$29,754,000 ▲New Holding200,0004.0%UtilitiesCTRI$25,103,000$25,103,000 ▲New Holding1,300,0003.4%COMGVAGranite Construction$24,909,640$47,451,110 ▼-65.6%284,0003.3%ConstructionCLFDClearfield$22,320,000$775,000 ▲3.6%720,0003.0%Computer and TechnologyMBCMasterBrand$21,549,750$12,053,250 ▲126.9%1,475,0002.9%Consumer DiscretionaryESIElement Solutions$19,072,500$31,533,200 ▼-62.3%750,0002.6%Basic MaterialsNEOGNeogen$14,650,503$5,494,612 ▼-27.3%1,206,7962.0%MedicalAPTV$14,515,200$14,515,200 ▲New Holding240,0001.9%COMMTRXMatrix Service$14,123,415$4,535,445 ▲47.3%1,179,9011.9%Oils/EnergyBWABorgWarner$11,171,006$11,171,006 ▲New Holding351,4001.5%Auto/Tires/TrucksMRCMRC Global$7,029,000$7,029,000 ▲New Holding550,0000.9%Industrial ProductsTRNSTranscat$4,758,300$4,758,300 ▲New Holding45,0000.6%Computer and TechnologyPRIMPrimoris Services$0$22,651,200 ▼-100.0%00.0%ConstructionCALXCalix$0$12,456,400 ▼-100.0%00.0%Computer and TechnologyLUNALuna Innovations$0$1,233,750 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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