account_balance
Investment manager · 13F filer · SEC CIK 1510940
ACK Asset Management LLC
Reported value$856Mas of Jun 30, 2026
Positions21 7 new, 6 sold out
Top 10 weight60.2%WMS alone is 7%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WMS
7.1%
HLIOHlio
7.1%Trimmed −13%
LFUSLfus
6.6%Trimmed −7%
JHX
6.4%
GTX
6.3%New
CNM
6.1%Added +21%
EXPExp
5.8%Added +33%
ATSAts
5.0%Trimmed −19%
ASTEAste
4.9%Trimmed −12%
MTRN
4.7%Trimmed −72%
BWABwa
4.7%New
DNOWDnow
4.5%New
WMS7.1%HLIO7.1%LFUS6.6%
JHX
6.4%
GTX
6.3%New
CNM
6.1%Added +21%
EXP5.8%ATS5.0%ASTE4.9%MTRN4.7%BWA4.7%DNOW4.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed