ACK Asset Management LLC: 13F holdings
CIK 15109402026Q2
| Positions | 21 |
|---|---|
| Reported value | $856.3m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WMS WMS | 390,000 | $61.2m | 7.1% |
| HLIO HLIO | 681,000 | $60.8m | 7.1% |
| LFUS LFUS | 125,000 | $56.9m | 6.6% |
| JHX JHX | 2,100,000 | $55.0m | 6.4% |
| GTX GTX | 1,500,000 | $54.3m | 6.3% |
| CNM CNM | 1,090,000 | $52.6m | 6.1% |
| EXP EXP | 220,000 | $49.5m | 5.8% |
| ATS ATS | 1,500,000 | $43.2m | 5.0% |
| ASTE ASTE | 690,276 | $42.2m | 4.9% |
| MTRN MTRN | 135,000 | $40.1m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1510940")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.