Ack Asset Management LLC Top Holdings and 13F Report (2021) About Ack Asset Management LLCInvestment ActivityAck Asset Management LLC has $761.43 million in total holdings as of September 30, 2021.Ack Asset Management LLC owns shares of 21 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 30.36% of the portfolio was purchased this quarter.About 29.16% of the portfolio was sold this quarter.This quarter, Ack Asset Management LLC has purchased 20 new stocks and bought additional shares in 5 stocks.Ack Asset Management LLC sold shares of 9 stocks and completely divested from 5 stocks this quarter.Largest Holdings Astronics $68,968,800ATS $58,856,728Dycom Industries $54,914,433Granite Construction $50,962,950Enersys $50,117,469 Largest New Holdings this Quarter 012348108 - Albany International $41,026,050 Holding758750103 - Regal Rexnord $39,864,000 Holding00790R104 - Advanced Drainage Systems $39,626,700 Holding651718504 - Newpark Resources $10,440,136 Holding23204X103 - Custom Truck One Source $9,262,500 Holding Largest Purchases this Quarter Albany International 585,000 shares (about $41.03M)Regal Rexnord 275,000 shares (about $39.86M)Advanced Drainage Systems 345,000 shares (about $39.63M)Granite Construction 354,300 shares (about $33.13M)CTRI 811,409 shares (about $18.21M) Largest Sales this Quarter MasTec 337,700 shares (about $57.55M)Dycom Industries 158,100 shares (about $38.64M)Mirion Technologies 281,356 shares (about $6.06M)ATS 167,000 shares (about $5.32M)Enersys 40,000 shares (about $3.43M) 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 PortfolioSectorATROAstronics$68,968,8000.0%2,060,0009.1%AerospaceATSATS$58,856,728$5,323,960 ▼-8.3%1,846,1967.7%IndustrialsDYDycom Industries$54,914,433$38,638,059 ▼-41.3%224,7007.2%ConstructionGVAGranite Construction$50,962,950$33,130,593 ▲185.8%545,0006.7%ConstructionENSEnersys$50,117,469$3,430,800 ▼-6.4%584,3246.6%IndustrialsMYRGMYR Group$48,120,540$2,522,155 ▼-5.0%265,2006.3%UtilitiesCTRI$45,598,080$18,208,018 ▲66.5%2,032,0006.0%COMJBTJohn Bean Technologies$42,156,662$2,315,486 ▼-5.2%350,5465.5%IndustrialsMTRNMaterion$41,653,376$5,206,672 ▲14.3%524,8005.5%Basic MaterialsAINAlbany International$41,026,050$41,026,050 ▲New Holding585,0005.4%IndustrialsRRXRegal Rexnord$39,864,000$39,864,000 ▲New Holding275,0005.2%IndustrialsWMSAdvanced Drainage Systems$39,626,700$39,626,700 ▲New Holding345,0005.2%ConstructionMRCMRC Global$31,080,570$9,624,420 ▲44.9%2,267,0004.1%IndustrialsSITESiteOne Landscape Supply$30,235,000$18,141,000 ▲150.0%250,0004.0%IndustrialsMIRMirion Technologies$28,785,610$6,057,595 ▼-17.4%1,337,0003.8%Business ServicesCLFDClearfield$27,139,932$2,691,420 ▼-9.0%625,2003.6%Computer and TechnologyMTZMasTec$21,303,750$57,554,211 ▼-73.0%125,0002.8%ConstructionMTRXMatrix Service$14,686,721$1,310,470 ▼-8.2%1,087,1001.9%EnergyNRNewpark Resources$10,440,136$10,440,136 ▲New Holding1,226,8081.4%EnergyCTOSCustom Truck One Source$9,262,500$9,262,500 ▲New Holding1,875,0001.2%Auto/Tires/TrucksDXPEDXP Enterprises$6,626,340$6,626,340 ▲New Holding75,6000.9%IndustrialsROGRogers$0$34,946,775 ▼-100.0%00.0%Computer and TechnologyCECOCECO Environmental$0$27,382,800 ▼-100.0%00.0%IndustrialsMBCMasterBrand$0$17,010,650 ▼-100.0%00.0%Consumer DiscretionaryBIRD CONSTRUCTION INC$0$16,961,985 ▼-100.0%00.0%COMLASRnLight$0$5,858,580 ▼-100.0%00.0%Computer and TechnologyShowing 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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