Holdings
ACK Asset Management LLC
As of Jun 30, 2026, ACK Asset Management LLC reported 18 positions worth US$744M. Largest: Advanced Drainage Systems, Inc., Helios Technologies, Inc. and Littelfuse, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Drainage Systems, Inc. | 390K | US$61.2M | no change | Jun 30, 2026 |
| Helios Technologies, Inc. | 681K | US$60.8M | −99,378 | Jun 30, 2026 |
| Littelfuse, Inc. | 125K | US$56.9M | −10,000 | Jun 30, 2026 |
| Garrett Motion Inc. | 1.5M | US$54.3M | new | Jun 30, 2026 |
| Core & Main, Inc. | 1.09M | US$52.6M | +190K | Jun 30, 2026 |
| Eagle Materials Inc | 220K | US$49.5M | +55,000 | Jun 30, 2026 |
| Ats Corporation | 1.5M | US$43.2M | −346K | Jun 30, 2026 |
| Astec Industries, Inc. | 690K | US$42.2M | −96,224 | Jun 30, 2026 |
| Materion Corporation | 135K | US$40.1M | −340K | Jun 30, 2026 |
| Borgwarner Inc. | 600K | US$39.8M | new | Jun 30, 2026 |