ACK Asset Management LLC
ACK Asset Management LLC reported 21 positions worth $856.3M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: WMS (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | WMS | SH | $61.2M | 7.15% | 390,000 | — | — | |
| ▸ 2 | HLIO | SH | $60.8M | 7.10% | 681,000 | — | — | |
| ▸ 3 | LFUS | SH | $56.9M | 6.65% | 125,000 | — | — | |
| ▸ 4 | JHX | SH | $55.0M | 6.42% | 2,100,000 | — | — | |
| ▸ 5 | GTX | SH | $54.3M | 6.35% | 1,500,000 | — | — | |
| ▸ 6 | CNM | SH | $52.6M | 6.14% | 1,090,000 | — | — | |
| ▸ 7 | EXP | SH | $49.5M | 5.78% | 220,000 | — | — | |
| ▸ 8 | ATS | SH | $43.2M | 5.04% | 1,500,000 | — | — | |
| ▸ 9 | ASTE | SH | $42.2M | 4.93% | 690,276 | — | — | |
| ▸ 10 | MTRN | SH | $40.1M | 4.69% | 135,000 | — | — |
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Frequently Asked Questions
What stocks does ACK Asset Management LLC hold as of Q2 2026?
ACK Asset Management LLC reported 21 positions worth $856.3M in its Q2 2026 13F filing. Largest positions: WMS (7.1%), HLIO (7.1%), LFUS (6.6%), JHX (6.4%) and GTX (6.3%).
What did ACK Asset Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ACK Asset Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.