ACK Asset Management LLC.

AUM · $856M (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 13, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$222M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 13, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	WMS	WMS	390K	$61M	7.1%	±0%
2	HLIO	HLIO	681K	$61M	7.1%	−13%
3	LFUS	LFUS	125K	$57M	6.6%	−7%
4	JHX	JHX	2.10M	$55M	6.4%	±0%
5	GTX	GTX	1.50M	$54M	6.3%	NEW
6	CNM	CNM	1.09M	$53M	6.1%	+21%
7	EXP	EXP	220K	$50M	5.8%	+33%
8	ATS	ATS	1.50M	$43M	5.0%	−19%
9	ASTE	ASTE	690K	$42M	4.9%	−12%
10	MTRN	MTRN	135K	$40M	4.7%	−72%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE ACK SIGNAL

ACK Asset Management LLC is a Other fund managing $856 million in assets. The fund runs a focused portfolio of just 21 positions.